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Added 11 mins ago
W
Inside Sales Representative- Bearings, Power Transmission
Wajax
Timmins, ON
- Full-time
We are seeking a results-driven and customer-focused Inside Sales Representative to join our growing team. In this role, you will act as the primary point of contact for inbound inquiries,…
Added 11 mins ago
KC
Technical Sales Representative (Entry Level)
KEYENCE CANADA INC.
Windsor, ON
- Full-time
KEYENCE CANADA Inc. was established in 2004. We have 4 offices (Mississauga, Montreal, Windsor, and Burnaby). We are actively hiring to cultivate markets to grow our business.
Added 27 mins ago
JT
Outside Sales Representative
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Richmond, BC
- Full-time
Career-Oriented: Ambitious with a desire for rapid advancement - e.g., into sales leadership or business development. Bachelor's degree preferred but not required if you've got the results…
Added 27 mins ago
JT
Outside Sales Representative
JM Test Systems
Calgary, AB
- Full-time
Career-Oriented: Ambitious with a desire for rapid advancement - e.g., into sales leadership or business development. Bachelor's degree preferred but not required if you've got the results…
Added 27 mins ago
MU
IT Infrastructure Analyst
McMaster University
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- Contract
Facilitate meetings with clients to interpret, assess, and evaluate customer business requirements in order to establish
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- Full-time
Minimum 10 years of progressively responsible experience in defence or security business development, corporate development, major-program capture or strategic growth, with demonstrated…
Added 27 mins ago
CC
Director, Leadership Giving
Canadian Cancer Society
Vancouver, BC
- Full-time
As the senior leadership giving representative in British Columbia, the Director plays a pivotal role in expanding CCS's philanthropic presence and influence across the province. This…
Added 56 mins ago
LA
Automotive Parts Representative
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Smithers, BC
- $19 to $27.5 CAD / hour
- Full-time
…locations across Western Canada and is a family-owned and operated business since 1974. Start your career in the automotive industry and grow with us…
Added 56 mins ago
LA
Automotive Parts Representative
Lordco Auto Parts
Qualicum Beach, BC
- $19 to $25 CAD / hour
- Full-time
…locations across Western Canada and is a family-owned and operated business since 1974. Start your career in the automotive industry and grow with us…
Added 56 mins ago
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- Full-time
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Added 56 mins ago
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Clinical Director, Psychological Therapies
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Calgary, AB
- $159,610 to $199,512 CAD / year
- Full-time
The City is committed to fostering a respectful, inclusive and equitable workplace which is representative of the community we serve. We welcome those who have demonstrated a commitment to…
Added 1 hour ago
F
Corporate / Technology Associate Lawyer
Fasken
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- Full-time
Fasken is a leading international business law and litigation firm. Our firm’s over 900 lawyers are located across offices in Vancouver, Surrey, Calgary, Toronto, Ottawa, Montréal, Québec…
Added 1 hour ago
CC
Account Representative 5 - Union
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- Full-time
As an Account Representative, under limited supervision you will build and maintain member relationships by providing a full range of products and services to meet identified member needs,…
Added 1 hour ago
AS
Member Service Representative (Casual)
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- Full-time
The Member Service Representative (MSR) provides professional and efficient service to members/clients utilizing sound knowledge of Alterna products and services to fulfill their…
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LC
Outbound Sales Development Representative - Golf
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- Full-time
- Remote
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Added 1 hour ago
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Migraine, Primary Care Representative - Quebec (13-Month Contract)
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- Full-time
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Added 1 hour ago
NB
BANKING ADVISOR
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- Full-time
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Added 1 hour ago
IL
Technical Sales Representative – LED Display & AV Solutions
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Vancouver, BC
- $65,000 to $80,000 CAD / year
- Full-time
Minimum 2 years of experience in B2B sales, business development, account management, or a related field.
Added 1 hour ago
UI
Store Manager
UAP Inc.
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3S
Fractional Chief Revenue Officer
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Develop and implement a structured, repeatable sales methodology covering prospecting, discovery, qualification, pipeline management, negotiation, closing and account development
Added 1 hour ago
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- Full-time
…initiatives that support TTC's operational, customer service, and business…
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Toronto, ON · Greater Toronto Area, Canada
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Bond Securcom is seeking an experienced Outside Sales Representative to drive business development, generate new commercial opportunities, and build long-term client relationships…
Added 1 hour ago
DI
Business Development Representative
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- Full-time
…shape how companies make big decisions about their future? The Business Development Representative (BDR) supports Dig Insights' consulting sales efforts by driving early-stage opportunity…
Added 1 hour ago
S
Maintenance Millwright
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- Full-time
…role is for you! This role will help you grow and develop in a business that encourages both personal and professional development where you’ll be part of a dynamic and diverse…
Added 1 hour ago
D
Wealth Management Advisor
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- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. You…

Coastal Community

Account Representative 5 - Union

Campbell River, BC, V9W 8C9, Canada

Full Time Role Range (Annual Salary) - $61,013.16 to $75,228.48 · Full-time

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Job details

Pay: Full Time Role Range (Annual Salary) - $61,013.16 to $75,228.48
Job type: Full-time
Experience: A minimum of 5 years financial experience, including a minimum 2 years lending exposure or an equivalent combination of education and experience;
Posting language: English
Posted: Oct 26, 2026

Original job description

**Posting Deadline: Please submit your application by 11:59 PM PST, November 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, 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 build and maintain member relationships by providing a full range of products and services to meet identified member needs, as well as provides professional individualized financial solutions and information to members on Coastal Community’s products and services. You will be a primary business developer and will take an active role in pursuing new business. 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 your responsibility as an Account Representative to carry the vision statement forward in order to build, maintain, attract 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.

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 permitted 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.
Actively pursues internal and external business development opportunities.
Performs other related duties as assigned.

What are we looking for?

As an Account Representative, you will thrive in a sales environment that rewards your successes and have a proven track record of initiating sales and achieving superior sales results. You will also have:

A minimum of 5 years financial experience, including a minimum 2 years lending exposure or an equivalent combination of education and experience;
Completed CUIC 210 (Credit Union Consumer & Residential Mortgage Lending), CUIC 240 (Fundamentals of Personal Financial Planning);
Actively pursuing CUIC Fellowship Designation;
Successful completion of the MSR Level 2 exam;
Advanced 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;
Proven track record of achieving superior sales results through internal and external business development activities;
Solid understanding of the competitive environment in the financial marketplace, and the local communities within the region.

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

Advanced knowledge of policies and procedures related to the processing of lending applications, an advanced knowledge of lending and deposit products, lending policy, creditor insurance, Genworth and advanced knowledge of all credit union products and services, insurance sales and Coastal Connection skills.
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.
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.
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.
Demonstrated ability to provide sound judgement in developing recommendations or approving credit applications within assigned limits.
Demonstrated ability to build member relationships resulting in expanded share of wallet.
Demonstrated ability to identify and tag referral opportunities for successful sales results.
Demonstrated positive leadership skills along with ongoing leadership development activities.
High level of dependability, while taking personal accountability for the accuracy, quality and timeliness of work.

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) - $61,013.16 to $75,228.48

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 builds and maintains member relationships by providing individualized financial solutions and products. They are responsible for achieving sales goals, pursuing new business development, and managing member transactions and concerns.

Requirements

Candidates must have at least 5 years of financial experience, including 2 years in lending, and possess relevant credit union certifications. Strong sales, communication, and interviewing skills are required to effectively identify and meet member financial needs.

Skills

Financial services
Lending services
Sales
Customer service
Business development
Relationship management
Financial planning
Interviewing skills
Credit analysis
Cross-selling
Conflict resolution
Investment products
Deposit policies
Branch operations
Communication skills
Judgment

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Lending
Sales
Customer Service
Business Development
Credit Union
CUIC 210
CUIC 240
MSR Level 2
Financial Planning
Relationship Management
Mortgage Lending
Creditor Insurance
Genworth
Branch Operations
Member Relations
Financial Health
Cross-selling
Investment Products
Account Management

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