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Added 9 mins ago
SW
Director, Advisory & Regulatory Affairs
Scotia Wealth Management
Toronto, ON
- Full-time
You will create an environment that supports effective and efficient operations while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls. This includes…
Added 9 mins ago
R
Department Manager
RONA
Boucherville, QC
- Full-time
…an environment where your leadership, drive and passion for customer service will be at the heart of our collective success. Build your career by contributing to an exceptional customer…
Added 9 mins ago
Trade Processing & Operations Specialist
UBS
Toronto, ON
You will be working in the UBS Securities Canada Investment Bank Operations team in Toronto Canada. The team provides end-to-end operational support across three core areas: Equity Trade…
Added 9 mins ago
Director, Client Enablement
Questrade Financial Group
Toronto, ON
Have 8+ years of progressive leadership experience in contact center operations, customer experience transformation, operational enablement, or service technology environments.
Added 9 mins ago
VC
Senior Sales Manager, Working Capital (Toronto)
Vault Credit Corporation
Toronto, ON
- Full-time
Define each role in writing: what it is, what success and failure look like, and the pathway for growth, so each person knows exactly how they are measured
Added 9 mins ago
DI
Manager, Lifecycle Marketing and Personalization
Definity Insurance Company
Toronto, ON
- Full-time
Reporting to the AVP, Digital Marketing & Operations, the Manager, Lifecycle Marketing & Personalization is responsible for developing and executing B2B lifecycle marketing strategies that…
Added 9 mins ago
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Assistant Store Manager
Mind Games
Oshawa, ON
- Full-time
…initiating corrective actions.</li><li>Identifies current and future customer requirements by establishing rapport with potential and actual customers and other persons in a position to…
Added 9 mins ago
T
Tangerine Advisor - Bilingual (French/English) - Tangerine
Tangerine
Toronto, ON
- Full-time
…and E-services when needed. They will report directly to the Manager of Tangerine…
Added 9 mins ago
C
Manager IM Terminal Operations
CN
Brampton, ON
- Full-time
The incumbent is responsible for the overall management of the day-to-day tactical Terminal operations. The role plays a key role in medium- and long-term strategic planning to enable…
Added 24 mins ago
GT
Technical Manager
GeoSpectrum Technologies, Inc
Dartmouth, NS
- Full-time
Reporting to the Manager of Systems Engineering, the Technical Manager is responsible for the technical leadership of design, development, and implementation of engineering technical…
Added 24 mins ago
TE
Customer Service Manager
TRIPLE EIGHT TRANSPORT INC.
Abbotsford, BC
- $80,000 to $90,000 CAD / year
Triple Eight Transport Inc. is seeking a results-driven Customer Service Manager to lead the Customer Service and Account Management teams, strengthen customer relationships, and drive…
Added 24 mins ago
TE
Account Manager
TRIPLE EIGHT TRANSPORT INC.
Abbotsford, BC
- $70,000 to $80,000 CAD / year
Triple Eight Transport Inc. is seeking a proactive, customer-focused Account Manager to manage and strengthen relationships with existing customers while ensuring seamless service delivery…
Added 24 mins ago
W
Project Manager II, Consulting
Worley
Calgary, AB
- Full-time
The Project Manager, reporting to the Director, Business Operations & Execution, is responsible for leading and delivering digital projects across Canada, the US, and LATAM. These projects…
Added 39 mins ago
Senior Audit Manager, Compliance Audit
Scotiabank
Toronto, ON
…enterprise-wide, independent, and objective assurance over the design and operations of the Bank’s internal controls, risk management and governance processes. We are professionals who…
Added 39 mins ago
Audit Manager, Global Compliance Audit
Scotiabank
Toronto, ON
Assists the Senior Manager in the development and management of the Compliance Audit Plan
Added 39 mins ago
Senior Manager, Investments Client Growth & Engagement
Scotiabank
Toronto, ON
The Senior Manager, Investments Client Growth and Engagement, will shape the strategy, planning and execution of key multi-channel short-term and long-term strategic initiatives that drive…
Added 39 mins ago
Manager, Investments Client Growth and Engagement
Scotiabank
Toronto, ON
The Manager, Investments Client Growth and Engagement, will design and execute short term and long term strategic initiatives that drive growth across our retail investment business.…
Added 39 mins ago
Senior Analyst, SFP Product Programs
Scotiabank
Toronto, ON
…controls, governance frameworks, and priorities established by the Manager, the Senior Analyst is accountable for accurate and timely execution, exception management, operational analysis,…
Added 39 mins ago
Sales Planning & Strategy Manager
Riverside Natural Foods Ltd.
Toronto, ON
The Sales Planning and Strategy Manager leads the sales planning and strategy for the Canadian retail grocery business, connecting cross-functional partners to translate approved commercial…
Added 39 mins ago
MT
Quality Manager
MT Talent Solutions Inc.
Richmond Hill, ON
- Full-time
We are proud to partner with our client who has produced quality products for over 60 years as they add a new Quality Manager to their team. This is a straight day shift (Monday to Friday)…
Added 55 mins ago
AT
Transportation Coordinator
Arrow Transportation Systems Inc.
Chilliwack, BC
- Full-time
Under the direction of the Division Manager and Operations Supervisor, the Transportation Coordinator’s primary role is to coordinate and oversee the routing and scheduling of our daily…
Added 55 mins ago
OF
Head Trainer
Orangetheory Fitness Affiliates
Langley (District), BC · Langley, BC
- $40 to $60 CAD / hour
- Full-time
Partner with the Studio Manager and Regional Leadership to ensure the success of the studio
Added 55 mins ago
FB
Assistant Grocery Manager
Farm Boy Inc.
Richmond Hill, ON
- Full-time
Support daily operations by ensuring outstanding customer service, accurate merchandising and rotation, adequate staffing coverage, and consistent department cleanliness.
Added 55 mins ago
FB
Assistant Service Manager
Farm Boy Inc.
Ottawa, ON
- From $21 CAD / hour
- Full-time
Provide hands-on support to daily operations by assisting with cashier coverage, customer service, overrides, schedule maintenance, cart retrieval, and general store cleanliness.
Added 55 mins ago
FB
Produce Department Manager
Farm Boy Inc.
Ottawa, ON
- From $53,500 CAD / year
- Full-time
…the best fresh shopping experience by delivering exceptional customer service and guiding your department to achieve strong business results. Partnering closely with the Store Manager and…

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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