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Added 18 mins ago
AC
Spécialiste Approvisionnement | Procurement Specialist
Aston Carter
Quebec, QC
- Full-time
Escalate risks, constraints, or commercial issues to the Procurement Manager as required.
Added 36 mins ago
B
Associate Project Manager
BGIS
Abbotsford, BC
- Full-time
Reporting to a Project Manager, the Associate Project Manager will be responsible for planning and overseeing the end-to-end delivery of assigned projects, typically of low complexity, risk…
Added 52 mins ago
GO
Administrative Services Level 3
Government of New Brunswick
Fredericton, NB
- Full-time
Reporting to the Business/Financial Manager, the successful candidate will be responsible for the following:
Added 1 hour ago
AC
IT Infrastructure Project Manager
Amphenol Communications Solutions
Markham, ON
- Full-time
…innovative connectors as well as cable assemblies for diverse applications including server, storage, data center, mobile, RF, networking, industrial, business equipment, and…
Added 1 hour ago
HT
Trade Compliance Program Manager
Husky Technologies
Bolton, ON
- Full-time
As the Global Trade Compliance Program Manager, you will report to the Director, Global Trade Compliance & Customs and serve as the program lead for enterprise-wide trade compliance…
Added 2 hours ago
RB
Relationship Manager Commercial Banking - Intern
Royal Bank of Canada
Burlington, ON
- Full-time
Experience with emerging communications and technology (i.e., web-based meetings, social media, digital banking, and mobile applications)
Added 2 hours ago
RB
Vice President, Financing Specialists
Royal Bank of Canada
Ottawa, ON
- Full-time
…markets. Working territory will be discussed further with Hiring Manager during…
Added 2 hours ago
ML
Senior Business Development Manager
ME Law - Business Litigation Lawyers
Toronto, ON
- Full-time
Added 2 hours ago
GD
Production Manager
General Dynamics Missions System International
Ottawa, ON
- Full-time
Reporting to the Production Program Manager, the Deputy Production Program Manager leads a production team in an assembly/test environment, exhibiting effective leadership and coaching…
Added 2 hours ago
GD
Senior Project Engineer - Systems Engineer
General Dynamics Missions System International
Ottawa, ON
- Full-time
Collaborate with the Project Manager to review project performance monthly, analyzing risks (technical, cost, schedule), and taking corrective action as needed.
Added 2 hours ago
LT
Senior Hardware Engineer
LMI Technologies
Burnaby, BC
- $108,000 to $153,000 CAD / year
- Full-time
Role Fit (Hiring Manager): A deep dive into your experience, knowledge and skills as well as sharing of role expectations and team initiatives.
Added 2 hours ago
YO
Facility Staff
YMCA of Greater Halifax/Dartmouth
Dartmouth, NS
- Part-time
Reporting to the Cleaning Manager, the Facility Cleaner plays a vital role in ensuring that the YMCA facility is clean, safe, and welcoming for members, guests, and staff. This position…
Added 2 hours ago
C
Part-Time Key Holder - Claire's Kingsway Garden Mall
Claire's
AB · Edmonton, AB
- $16 USD / hour
- Part-time
Team Collaboration: Support your Store Manager by motivating the team, sharing sales tips, and creating a positive, high-energy vibe that customers (and coworkers) love.
Added 2 hours ago
SH
Patient Transport Assistant
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Reporting to the Manager, Patient Equipment and Transport Depot and with the guidance of professional staff on the patient units/departments, the incumbent is responsible for the safe…
Added 2 hours ago
SH
General Duty Nurse (N2) - Women's Health Labour & Delivery
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 2 hours ago
SH
General Duty Nurse (N2) - Child Health - CH3 Pediatric Medicine
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 3 hours ago
GD
Business Development Manager, Tactical Comms and Information Systems
General Dynamics Missions System International
Ottawa, ON
- Full-time
The Business Development Manager, International Tactical Communications and Information Systems (TacCIS) will be responsible for business strategic planning, direction and development of…
Added 3 hours ago
GD
Life Cycle Material Engineering Specialist
General Dynamics Missions System International
Ottawa, ON
- Full-time
Perform any additional duties as delegated by the Manufacturing Engineering & Product Support Manager.
Added 3 hours ago
GO
Licensing Officer
Government of Yukon
Whitehorse, YT
- Full-time
Reporting to the Manager of Licensing, your primary duties will include reviewing applications and working with applicants to achieve a complete and adequate application. You will prepare…
Added 3 hours ago
NF
Store Administrator Part Time Day
No Frills
Burnaby, BC
- Part-time
Be accountable for office duties as indicated by Store Manager
Added 3 hours ago
TH
Occupational Hygienist
The Hospital for Sick Children
Toronto, ON
- Full-time
…healthy workplace. In this role, you will report to the Sr. Manager of Occupational Hygiene and…
Added 3 hours ago
Y
Team Lead, Early Years
YBC
Kamloops, BC
- Up to $35.64 CAD / hour
- Full-time
Added 3 hours ago
KC
Oakville Office - Opportunities in Enterprise Core Services - Co-op - Winter 2027
KPMG Canada
ON · Oakville, Ontario
- Internship
Applications can be addressed to “Hiring Manager” and should include a cover letter, resume, and a copy of your most recent unofficial transcript. If you do not have access to an electronic…
Added 4 hours ago
RB
Associate, Operations II - Mail & Distribution
Royal Bank of Canada
Toronto, ON
- Full-time
…questions independently; seeking assistance from Team Lead or Manager as appropriate following established department…
Added 4 hours ago
RB
Branch Manager Advisor
Royal Bank of Canada
Petrolia, ON
- Full-time
As a Branch Manager Advisor you fulfill a critical hybrid role in the branch with 40-50% of your time spent providing advice to clients as a Financial Advisor and 50-60% in a Branch…

Coastal Community

Account Representative 3 - RC - Union

Nanaimo, BC, V9T 3M6, 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 eighteen (18) 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 a minimum of 3 years of financial services experience or an equivalent combination of post-secondary 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
Deposit policies
Interviewing skills
Conflict resolution
Multitasking
Keyboarding
Computer navigation
Credit union operations
Product knowledge
Communication skills

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 Centre
Sales Initiatives
Member Service
Lending
Registered Products
Non-registered Products
CUIC 210
CUIC 240
Coastal Connections
Banking System
Loan Origination System
Financial Health
Customer Support
Shift Work

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