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Added 18 mins ago
SM
Senior Account Manager (Base + Commission)
Setsail Marketing
Vancouver, BC
- Full-time
Write and deliver client proposals; handle invoicing and general account admin.
Added 32 mins ago
W
(CAN) Directs Store Delivery Associate
Walmart
Toronto, ON
- Part-time
…direct and local merchandise to ensure timely delivery to the sales floor, supporting a smooth shopping experience for customers. By helping keep merchandise flowing and available, you play…
Added 1 hour ago
PF
Traveling Merchandiser
Performance Food Group
Kamloops, BC
- Full-time
As a Merchandiser, you will report to the Sales Account Manager. You will be working in our customer retail locations in the interior area of BC and be responsible for the maintenance and…
Added 1 hour ago
PF
Inside Sales Representative
Performance Food Group
Milton, ON
- Full-time
As an Inside Sales Representative, you are responsible for the sales and profitability growth of specific accounts in an assigned ledger which includes order taking, order processing, order…
Added 2 hours ago
AU
Outside Sales Consultant
Alsco Uniforms
Toronto, ON
- Full-time
As a Sales Consultant, you’ll be the driving force behind the top-line growth of the branch you report into. In this position, you will report to a Regional Sales Manager that will train…
Added 3 hours ago
NB
Manager, Financing Solutions - Real Estate Group
National Bank of Canada
Calgary, AB
- Full-time
A career as a Manager, Financing Solutions in the Real Estate group within the Commercial and Private Banking 1859 team means acting as a trusted expert in credit analysis and real estate…
Added 3 hours ago
NB
Business Account Manager
National Bank of Canada
Brossard, QC
- Full-time
A career as Account Manager in the Commercial & Wealth management team means having the responsibility of growing the portfolio of business clients assigned to you. The varied and complex…
Added 5 hours ago
U
Sales Account Manager
Uline
Burnaby, BC · Richmond, BC · Surrey, BC · Vancouver, BC
- Full-time
Uline, a name millions of businesses across North America know and trust, is looking for an experienced Sales Account Manager to build our growing Vancouver, British Columbia market.
Added 5 hours ago
U
Territory Sales Manager
Uline
Burnaby, BC · Richmond, BC · Surrey, BC · Vancouver, BC
- Full-time
Uline, a name millions of businesses across North America know and trust, is looking for an experienced Territory Sales Manager to build our growing Vancouver, British Columbia market.
Added 7 hours ago
Sales & Estimation - Programs Service Representative Ottawa
GNI Management Group Inc.
Ottawa, ON
…residential construction/building science interest to support our sales team. This role will operate afternoons/evenings and weekends to service our customers that are looking to schedule a…
Added 8 hours ago
WC
(CAN) Consumables Associate PT
Walmart Canada
Vancouver, BC
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 9 hours ago
Business Development Manager, Ontario - Maintenance Industry
United Services Group
Ajax, ON · Brampton, ON · Guelph, ON · Kitchener, ON · Mississauga, ON · Toronto, ON
…contracts, closing deals and transitioning the client to the Key Account Management team. This role will collaborate with the National Key Account Managers, our sales operations and…
Added 9 hours ago
Customer Success Specialist
West Coast Reduction Ltd.
Vancouver, BC
Maintain close day-to-day collaboration with the Regional Manager of Redux Services, Beyond Oil Sales Representatives and WCRL operations teams
Added 9 hours ago
W
(CAN) Part-Time Over-the-Counter Associate
Walmart
Stratford, ON
- Part-time
2. Maximizing department sales and profit with direction from the Pharmacy Manager.
Added 11 hours ago
P
Sales Development Representative
ParagraphAI
Toronto, ON
- Full-time
Career growth opportunities into Account Executive, Sales Lead, or Business Development Manager.
Added 13 hours ago
NM
Parts Lead
Nelson Motors and Equipment
Oxbow, SK
- Full-time
…warranties, pricing, and invoicing. You will support parts sales by identifying customer needs, recommending suitable parts and related products, promoting seasonal programs when…
Added 13 hours ago
AP
Account Manager, Fulfillment and Logistics
AMZ Prep®
Mississauga, ON
- Full-time
…delivery promises and their customer experience. We are hiring an Account Manager to own a portfolio of those brands after launch: their retention, their satisfaction and their…
Added 13 hours ago
RS
Director of Business Development
Red Seal Fire Protection
Windsor, ON
- Full-time
You own new-account growth for our largest customers, from strategy to signature. You also build the enterprise sales function as it grows.
Added 14 hours ago
H
Developer
HRVST
Remote, Canada
- $65,000 to $80,000 CAD / year
- Full-time
- Remote
The Developer works hand in hand with their pod’s Designer and Account Manager to translate design into scalable, high-quality technical solutions, while collaborating with the wider…
Added 14 hours ago
H
Account Director
HRVST
Remote, Canada
- $90,000 to $105,000 CAD / year
- Full-time
- Remote
The Account Director leads HRVST’s day-to-day operations and team. You’ll be the go-to for our Account Managers, designers and developers: supporting them through client challenges, keeping…
Added 14 hours ago
K
Manager - Copilot and AI Productivity
KPMG
Montreal, QC
- Full-time
We are looking for a Manager, Copilot and AI Productivity to contribute to the growth of our AI practice in Quebec. This individual will play a key role in developing service offerings,…
Added 14 hours ago
J
Personal Lines Account Manager - Insurance
JobsMedia.io
North Bay, ON
- Full-time
We’re looking for a Personal Lines Account Manager to join an a fast-growing team with a brokerage in North Bay, ON. This role will be responsible for managing a book of personal lines…
Added 14 hours ago
WC
(CAN) Directs Store Delivery Associate
Walmart Canada
Langley (District), BC · Langley, BC
- Full-time
…direct and local merchandise to ensure timely delivery to the sales floor, supporting a smooth shopping experience for customers. By helping keep merchandise flowing and available, you play…
Added 14 hours ago
R
Manager, Business Development - Canada
ReVisionz
Remote, Canada
- Full-time
- Remote
The Manager, Business Development operates as an individual contributor who spends much of their time in the field, meeting prospects and clients face to face. The role has no direct…
Added 15 hours ago
R
Manager, Business Development - Canada
ReVisionz
Calgary, AB
- Full-time
The Manager, Business Development operates as an individual contributor who spends much of their time in the field, meeting prospects and clients face to face. The role has no direct…

Coastal Community

Account Representative 3 - 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 19, 2026

Original job description

*Posting Deadline: Please submit your application by 11:59 PM PST, October 24, 2026*

Position Type: Temporary

Duration: Approximately sixteen (16) months

Together, Let’s Do Great Things!

We're a financial services co-operative with an expansive reach on Vancouver Island, the Gulf and Discovery islands and North Central BC. Joining us is your chance to work, and do good, locally. We are looking for an Account Representative, so if you’re passionate about improving people’s financial health and have experience with lending services, and sales and service we’d like to hear from you.

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.

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?

Established in 1946, Coastal Community Credit Union puts people's needs first and invests in communities across Vancouver Island, the Discovery and Gulf Islands, and in North Central BC. 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 in BC.
We’re a growing organization with $5.6 billion in assets under management.
Coastal Community helps improve the financial health of over 110,000 members as well as insurance and wealth clients through our 32 branches, 19 insurance offices, our business centres, plus our wide range of online and digital services.
We believe in making meaningful contributions to the communities we call home through grants, education awards, sponsorships, and fundraising.

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.

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More about this job

Responsibilities

The Account Representative provides a full range of credit union services while building and expanding member relationships. They are responsible for achieving sales goals, identifying member needs, and processing various lending and investment transactions.

Requirements

Candidates must have at least 3 years of financial services experience or an equivalent combination of education and experience. Successful completion of specific credit union exams and sales programs is required.

Skills

Financial services
Lending services
Sales
Customer service
Relationship management
Interviewing skills
Cross-selling
Credit union operations
Personal financial planning
Data entry
Multitasking
Problem solving
Communication skills
Banking systems
Loan origination

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
Lending
Sales
Customer Service
Member Relations
Registered Products
Non-registered Products
CUIC 210
CUIC 240
Coastal Connections
Financial Health
Branch Operations
Loan Origination
Banking
RRSP
Investment Products
Creditor Insurance

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