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Added 2 mins ago
C
Director of Health, Safety & Environment
Clutch
Mississauga, ON
- Full-time
7+ years of progressive HSE experience, including at least 3 years in a senior leadership role (Senior Manager, Director or equivalent) with national or multi-site accountability.
Added 16 mins ago
LC
Grocery Department Manager
Loblaw Companies Limited
Lloydminster, AB
- Full-time
Previous retail management experience, preferably in a departmental or specialty store setting
Added 16 mins ago
FH
Registered Nurse, Medicine, Royal Columbian Hospital
Fraser Health
New Westminster, BC
- Full-time
Experience the exceptional benefits of working with us including:
Added 16 mins ago
W
Senior Manager, Structural Engineer
Worley
Vancouver, BC
- Full-time
…through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we support customers in navigating complexity as they meet today's needs and transition…
Added 31 mins ago
GG
Food & Beverage Manager - Lora Bay
Great Gulf
The Blue Mountains, ON
- Full-time
Are you a natural leader who is detail-oriented, organized, and a strong communicator? Do you love meeting new people and not only know what it means to meet guest expectations, but to…
Added 31 mins ago
K
Seasonal Sales Associate (Devonshire Mall)
Knix
Windsor, ON
- $18.95 CAD / hour
- Temporary
…innovative products and our engaged community, we are empowering people everywhere to be unapologetically free. Launched in 2013, we are one of the fastest-growing intimate apparel brands…
Added 31 mins ago
BT
Accounting and Assurance Manager
Baker Tilly Canada
Leamington, ON
- Full-time
We are looking for an Accounting and Assurance Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here,…
Added 31 mins ago
K
Seasonal Sales Associate (McArthur Glen)
Knix
Richmond, BC
- $19.7 CAD / hour
- Temporary
…innovative products and our engaged community, we are empowering people everywhere to be unapologetically free. Launched in 2013, we are one of the fastest-growing intimate apparel brands…
Added 31 mins ago
MC
Maintenance Technician
MatchBox Consulting Group
Vancouver, BC
- Full-time
MatchBox Consulting Group is partnering with a well-established real estate owner, developer, and property manager to hire a Maintenance Technician for a purpose-built rental community in…
Added 1 hour ago
WI
Outside Sales Representative
Winwire International Inc.
Mississauga, ON
- Contract
Done-for-you outreach (lead generation) run by real people.
Added 1 hour ago
BC
Registered Nurse - Operating Room
Brant Community Healthcare System
Brantford, ON
- Full-time
…130 years of making a positive difference in the lives of the people we serve throughout our communities. We value Care, Accountability, Respect and Equity, and we are working together to…
Added 1 hour ago
BC
Registered Practical Nurse - Pre-Admission
Brant Community Healthcare System
Brantford, ON
- Full-time
…we serve with purpose, passion, and a deep commitment to the people who rely on…
Added 1 hour ago
BC
Registered Practical Nurse - Operating Room
Brant Community Healthcare System
Brantford, ON
- Full-time
…130 years of making a positive difference in the lives of the people we serve throughout our communities. We value Care, Accountability, Respect and Equity, and we are working together to…
Added 1 hour ago
BC
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
- Full-time
…we serve with purpose, passion, and a deep commitment to the people who rely on…
Added 1 hour ago
BC
Recreation Therapist
Brant Community Healthcare System
Brantford, ON
- Full-time
…we serve with purpose, passion, and a deep commitment to the people who rely on…
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Registered Practical Nurse - Integrated Stroke Unit
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Brantford, ON
- Full-time
…we serve with purpose, passion, and a deep commitment to the people who rely on…
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BC
Registered Practical Nurse - Critical Care
Brant Community Healthcare System
Brantford, ON
- Full-time
…we serve with purpose, passion, and a deep commitment to the people who rely on…
Added 1 hour ago
BC
Social Worker
Brant Community Healthcare System
Brantford, ON
- Full-time
…we serve with purpose, passion, and a deep commitment to the people who rely on…
Added 1 hour ago
BC
RPN Inpatient Rehabilitation
Brant Community Healthcare System
Brantford, ON
- Full-time
…we serve with purpose, passion, and a deep commitment to the people who rely on…
Added 1 hour ago
BC
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
- Full-time
…we serve with purpose, passion, and a deep commitment to the people who rely on…
Added 1 hour ago
BC
Registered Practical Nurse - Operating Room
Brant Community Healthcare System
Brantford, ON
- Full-time
…130 years of making a positive difference in the lives of the people we serve throughout our communities. We value Care, Accountability, Respect and Equity, and we are working together to…
Added 1 hour ago
CR
Project Manager – Asset Preservation
COGIR Real Estate
Brossard, QC
- Full-time
…develop pleasant, functional living environments that reflect the people who inhabit them. Our team manages more than 520 properties across Canada and the United States. We oversee more…
Added 1 hour ago
SD
Beauty Manager, Hourly Full Time Day Greenlight Requisition
Shoppers Drug Mart
Ottawa, ON
- Full-time
Drive a Passion for Results – Provide Thought Leadership – Analyze and solve problems - Engage our People – Build collaborative relationships - Demonstrate Personal Leadership and Build…
Added 1 hour ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Saskatoon, SK
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 1 hour ago
BV
Talent Acquisition & HR Manager
Big Viking Games
Remote, Canada
- $90,000 to $110,000 CAD / year
- Full-time
- Remote
We are hiring a Talent Acquisition & HR Manager to own hiring end to end and run the day-to-day HR operations that keep our people experience consistent and compliant. You will report to…

Coastal Community

Account Representative 3 - RC - Union

BC, Canada
Nanaimo, BC, V9T 3M6, Canada
Courtenay, BC, Canada

Full Time Role Range (Annual Salary) - $49,749.24 to $60,922.68 · Full-time

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Job details

Pay: Full Time Role Range (Annual Salary) - $49,749.24 to $60,922.68
Job type: Full-time
Experience: A minimum of 3 years' financial services experience or an equivalent combination of post-secondary education and experience;
Posting language: English
Posted: Oct 5, 2026

Original job description

**Posting Deadline: Please submit your application by 11:59 PM PST, October 13, 2026**

Position Type: Temporary

Duration: Approximately eight (8) months

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for an Account Representative at our Relationship Centre (aka contact centre) you will help members reach their financial goals through a variety of channels. We are not your average contact centre -- we are passionate about building relationships with our members! It's so important to us -- it's in our name! This position offers great opportunity for relationship building and continued learning as you grow your career with Coastal Community!

Hours

This position will have hours scheduled between 7:30am to 8:30pm Monday to Friday and 7:30am to 4:30pm Saturday. Shifts may vary with a combination of daytime and evening work.

As per Appendix A-2 in the Collective Agreement, “shift work ending after 6:00pm up to and including 8:30pm will be paid a premium of five percent (5%) above the employee’s regular rate for all hours worked beyond 6:00pm”.

What’s the role?

As an Account Representative, under limited supervision you will provide a full range of member service with respect to all credit union services and are a primary developer of enhanced member relationships. Coastal Community Credit Union strives “to be the leaders in building relationships that improve financial health, enrich people’s lives and build healthier communities" and it is the responsibility of the Account Representative to carry the vision statement forward in order to build, maintain and expand the member’s relationship with Coastal Community Credit Union and the other Coastal Community business lines while ensuring the interests of the organization are met. You will strive to provide a high quality experience with all member interactions while following Coastal Community's policies and procedures.

Your duties will include:

Accountable for the achievement of goals through effective sales and service initiatives.
Use of Coastal Connections interviewing skills to uncover and match member needs with the appropriate Coastal Community products and/or services.
Proactively identify and complete quality referrals within all Coastal Community business lines.
Performs all MSR 2 duties including but not limited to opening new memberships, selling registered and non-registered products and cross-selling all card products.
Authorize transactions and provide overrides to other employees within limits and assigned authority.
Resolves member concerns/issues and refers to the Branch Manager or Assistant Manager for issues above their level of authority.
Provides quality service to all members with a variety of transactions inclusive of investments and registered products, personal lending products including creditor insurance.
Performs other related duties as assigned.

What are we looking for?

A minimum of 3 years' financial services experience or an equivalent combination of post-secondary education and experience;
Successful completion of Coastal Community's MSR Level 2 exam;
Completed CUIC 210 (Credit Union Consumer & Residential Mortgage Lending), CUIC 240 (Fundamentals of Personal Financial Planning);
Actively pursuing CUIC Fellowship Designation;
Working knowledge of lending and deposit policies, practices, procedures and branch operations.
Successful completion of Coastal Community's in-house sales program, Coastal Connections (Building Member Connections);
Solid knowledge of Credit Union operations, principles, and values;
Solid understanding of the competitive environment in the financial marketplace, and local communities within their region;
Proven track record of achieving superior sales results.
Previous call centre experience an asset.

Ideally, you are a flexible, collaborative team player with:

Working knowledge of policies and procedures related to the processing of lending applications, a working knowledge of lending products and an advanced knowledge of all credit union products and services, registered and non-registered products, the banking system and loans origination system;
The incumbent must utilize Coastal Connection skills to effectively listen to and engage members in conversation to understand and identify their immediate financial needs, and provide resolution through sourcing information, matching an appropriate product/service and/or referring members to the appropriate individual to complete their request.
Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members, as well as to handle complex lending transactions.
Interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns/questions/requests without knowing the nature of the request prior to the conversation.
The ability to multitask with above average keyboarding and internet/computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service.
The incumbent will also have the freedom to act, and although they must refer lending approval/non-routine decisions to others, they work under broad direction rather than direct supervision. This position requires the use of judgment in developing recommendations/decisions that could have an impact on credit union operations.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

Who are we?

Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are:

We’re 100% member-owned, with all decisions made locally - right here on Vancouver Island.
We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

At Coastal Community we are dedicated to serving our local community by prioritizing diversity, equality, inclusion, and supporting a sense of belonging for all. We value every individual’s unique experience and perspective. As a result, we empower individuals to achieve their financial goals, enrich lives, and build healthier communities.

Embarking on a journey with Coastal Community means joining an exceptional team, engaging in meaningful work, and enjoying fulfilling experiences along the way. We take pride in offering a comprehensive total rewards package and a workplace culture that’s second to none. This includes a commitment to work/life balance, a substantial extended benefits package, an impressive 11.75% employer-paid RRSP contribution, investments in your education and training, banking perks, and so much more! Join us and be part of a community that values your growth and success!

Full Time Role Range (Annual Salary) - $49,749.24 to $60,922.68

The wage ranges provided are based on the Union collective agreement.

If this role resonates with your passion and skills, we would love to hear from you.

Apply About employer

More about this job

Responsibilities

The Account Representative provides a full range of member services and acts as a primary developer of enhanced member relationships. They are responsible for achieving sales goals, identifying member needs, and resolving concerns while adhering to credit union policies.

Requirements

Candidates must have at least 3 years of financial services experience or an equivalent combination of education and experience. Successful completion of specific internal exams and certifications, such as CUIC 210 and 240, is required.

Skills

Financial services
Relationship building
Sales
Customer service
Lending
Credit union operations
Interviewing skills
Conflict resolution
Multitasking
Keyboarding
Computer navigation
Product knowledge
Communication skills
Data entry

Benefits

Extended benefits package
Education and training investment
Banking perks
Work/life balance

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Credit Union
Relationship Management
Sales
Customer Service
Lending
Registered Products
Non-registered Products
CUIC 210
CUIC 240
Member Relations
Banking System
Loan Origination
Contact Centre
Financial Health
Account Representative
Member Service Representative

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