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Added 11 hours ago
N
Junior Account Executive - North America Market
Naboo
Montreal, QC
- Full-time
As an Account Executive for the North American Market, you’ll be a key player in Naboo’s international expansion - helping teams in the US & Canada plan unforgettable events.
Added 12 hours ago
RJ
Financial Advisor Assistant
Raymond James
Calgary, AB
- Full-time
…career growth. Drawing on previous experience in a financial services firm, or upon a degree/diploma within Financial Management or Business Administration, you must have meticulous…
Added 16 hours ago
PO
Communications & Outreach Coordinator
Peace Over Violence
MB · Back, MB
- Full-time
Provide information about POV programs and services to community members and partner organizations.
Added 17 hours ago
H
Assessor Coordinator Degree
HealthCareersInSask.ca
Regina, SK
- Full-time
…Assessor Coordinator delivers the full range of case management services within the provincial Centralized Intake and Navigation system. Case management is provided to clients receiving…
Added 18 hours ago
FC
Member Service Representative (Part-Time)
FirstOntario Credit Union
Hamilton, ON
- Part-time
Recognize and act upon appropriate opportunities to engage members in discussions to enhance their services with us through cross sells, or consolidation of business held with competitors,…
Added 18 hours ago
XT
Senior Account Manager
XI Technologies Inc.
Calgary, AB
- Full-time
…region's ever-changing energy industry. This critical team player is naturally curious, enjoys learning about clients' businesses and challenges, and digs deep into research, relationships,…
Added 19 hours ago
CC
Community Relations Liaison
Cameco Corporation
Saskatoon, SK
- Full-time
…create a culture where inclusion is the goal, and a diverse and representative workforce is our measure of success. Cameco is committed to providing an inclusive selection process, free…
Added 19 hours ago
AF
Client Service Representative, La Crete (18 months Term)
ATB Financial
Buffalo Head Prairie, AB
- Contract
…dedicated to making banking work for people. As a Client Service Representative, you'll be the welcoming face of ATB, providing essential banking services in a friendly, approachable…
Added 19 hours ago
PQ
Consultant
Prime Quadrant
Vancouver, BC
- Full-time
…comprehensive investment advisory and portfolio management services to client families. This role offers the opportunity to work closely with high-net-worth families across discretionary…
Added 19 hours ago
Customer Service Representative
Excelitas Technologies
Mississauga, ON
We are presently seeking an Customer Service Representative for our Mississauga site. The CSR will oversee the processing and fulfilment of customer orders and respond to customer inquiries…
Added 19 hours ago
F
Coordinator, Integrations
FYidoctors
Calgary, AB
- Full-time
Build and maintain positive relationships with newly acquired clinics as a brand representative during integration activities
Added 19 hours ago
A
Client Service Representative, La Crete (18 months Term)
ATB
La Crête, AB
- Full-time
…dedicated to making banking work for people. As a Client Service Representative, you'll be the welcoming face of ATB, providing essential banking services in a friendly, approachable…
Added 19 hours ago
A
Client Service Representative - Lethbridge Mayor Magrath
ATB
Lethbridge, AB
- Full-time
…dedicated to making banking work for people. As a Client Service Representative, you'll be the welcoming face of ATB, providing essential banking services in a friendly, approachable…
Added 19 hours ago
RH
Community Disability Worker: Various Weekends
Robin Hood Association
Fort Saskatchewan, Alberta
- $17.44 to $21.56 CAD / hour
- Full-time
…protocols, Alberta Accommodation Standards, Alberta Health Services standards, Municipal Fire Standards, Service Quality Policy and Management System, Occupational Health & Safety Standards…
Added 19 hours ago
V
Infrastructure Sales Representative - Ottawa, ON
Victaulic
Toronto, ON · Ottawa, ON · Ontario - Toronto
- Full-time
Job Title: Infrastructure Sales Representative
Added 20 hours ago
Field Service Representative
EnerSys Delaware Inc.
London, ON
…Motive Power and Energy Systems with a full range of integrated services and systems. With sales and service locations throughout the world, and over 100 years of battery experience,…
Added 22 hours ago
B
Coordinator, Integrations
BonLook
AB · Calgary, AB
- Full-time
Build and maintain positive relationships with newly acquired clinics as a brand representative during integration activities
Added 1 day ago
E3
Business Development Specialist
Environmental 360 Solutions
Lloydminster, AB
- Full-time
Are you a dynamic and results-driven individual with a passion for Solid Waste Services? Do you thrive in a fast-paced environment where your hard work is rewarded? If so, we have the…
Added 1 day ago
CC
Financial Services Representative
Conexus Credit Union
Maidstone, SK
- Full-time
We have a Financial Services Representative opportunity at our Maidstone location. You are one of the first people our members encounter at the branch. You will help them with whatever they…
Added 1 day ago
MG
Residential Leasing Agent (Part-Time)
MMI Group
Winnipeg, MB
- Part-time
MMI Group is a full-service commercial real estate firm in Winnipeg, Manitoba, that provides solutions in brokerage, property management, and advisory services.
Added 1 day ago
L&
Technical Account Manager
Light & Wonder
Montreal, QC
- Full-time
…committed to the highest standards of integrity, from promoting player responsibility to implementing sustainable practices. To learn more, visit…
Added 1 day ago
C
Appraiser III, Property Building
Co-operators
AB · Red Deer, AB · Calgary, AB · Edmonton, AB
- Full-time
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s…
Added 1 day ago
L
Financial Service Representative - LendDirect Office 1640
LendDirect
Sarnia, ON
- Full-time
…empowered us to develop convenient, easily accessible financial services that meet our customers' growing…
Added 1 day ago
Information Services Representative
University of Toronto
Toronto, ON
The Information Services Representative is directly supervised by the Manager, Information & Customer Service and plays a role in supporting the Information Services team. The incumbent…
Added 1 day ago
Information Services Representative
University of Toronto
Toronto, ON
The Information Services Representative is directly supervised by the Manager, Information & Customer Service and plays a role in supporting the Information Services team. The incumbent…

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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