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Added 1 min ago
HG
Manager Guest Services
Hilton Grand Vacations
ON · ON, Canada
- Full-time
The Guest Services Manager is expected to provide the highest level of Member and Guest service at every point of contact through the use of communications, organizational and interpersonal…
Added 1 min ago
ECD - Project Engineer - Travel Projects
Kiewit
Halifax, NS · Oakville, ON · Toronto, ON
…be the main conduit of information between the construction manager and the team for cost, revenue, cash flow information. Do you have strong mentorship skills? You will have the…
Added 1 min ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Barrie, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 1 min ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Ottawa, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 1 min ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Carleton Place, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 1 min ago
CE
Fence Labourer
Cooper Equipment Rentals Limited
Calgary, AB
- Full-time
Continuous training, learning and development opportunities
Added 1 min ago
P
Platform Developer
Plusgrade
Montreal, QC · CAN - Montreal
- Full-time
A track record of using AI-assisted development, review, testing, or delivery, or building AI-powered internal tools, while maintaining high standards for reliability, security, and quality.
Added 1 min ago
A
Summer Student - CRU Project Support
AltaLink
Calgary, AB
- Other
…monitoring and controlling CRU project financials from project development via the CRU Governance process through to project execution and project completion. This Summer Student – CRU…
Added 1 min ago
Programming Manager
BOS Innovations
London, ON
The Programming Manager is responsible for leading the PLC and Robotics Programming teams, ensuring the successful execution of programming activities across custom industrial automation…
Added 1 min ago
LC
Grocery Department Manager Nights
Loblaw Companies Limited
London, ON
- Full-time
Added 1 min ago
LC
Meat/Seafood Department Manager
Loblaw Companies Limited
Windsor, ON
- Full-time
Added 1 min ago
LC
Associate Product Manager, Enterprise Initiatives
Loblaw Companies Limited
Brampton, ON
- Full-time
Associate Product Manager, Enterprise Initiatives - 12mth Contract
Added 1 min ago
SG
Sales Manager - Montreal, Quebec - Legacy Division (Full Time)
Southern Glazer’s Wine and Spirits, LLC
Montreal, QC
- Full-time
The Sales Manager will be responsible for managing regional execution of our Campari group of brands referred to as our Legacy division (Aperol, Campari, Espolon, Appleton Estate, Grand…
Added 1 min ago
General Duty Nurse (N2) - Emergency - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
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 1 min ago
Manufacturing Engineering
BWXT
Peterborough, ON
…Fuel Handling group is involved in the design, manufacture, development, testing, parts supply, and service of on-power refueling, reactor maintenance, and nuclear medicine delivery tooling…
Added 1 min ago
Project Manager
Government of Alberta
Calgary, AB
…Parks Division is responsible for infrastructure management and development for both Alberta Parks and Public Lands to ensure outdoor, nature-based recreation opportunities for all…
Added 1 min ago
Consumer & Market Intelligence Manager
Nestle Operational Services Worldwide SA
Montreal, QC
Job title: Consumer & Market Insights Manager
Added 1 min ago
Strategic Coordinator, Communications & Business Intelligence
City of Edmonton
AB
Reporting directly to the Branch Manager, Communications and Business Intelligence, the Strategic Coordinator plays a vital role in strategy development, issues management, and the…
Added 1 min ago
CS
Thunder Bay - Part-time Merchandiser
CONA Services
Thunder Bay, ON
- Part-time
…application questions are answered and that you’ve spoken to your manager. Don't forget that this is a competition, so make sure your resume is up to date and that you're prepared for…
Added 1 min ago
CS
Thunder Bay - Part-time Merchandiser
CONA Services
Thunder Bay, ON
- Part-time
…application questions are answered and that you’ve spoken to your manager. Don't forget that this is a competition, so make sure your resume is up to date and that you're prepared for…
Added 1 min ago
B
Trade Desk Support Analyst, Summer 2027 (Co-op/Internship) - 4 months
BMO
Toronto, ON · FCP
- Full-time
Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes.
Added 1 min ago
BP
General Manager
Boston Pizza International Inc
Moncton, NB
- Full-time
Role Description The General Manager is a full-time, on-site role based in Moncton, NB, responsible for overseeing daily restaurant operations and ensuring an exceptional guest experience.…
Added 1 min ago
IG
Organizational Change Manager
Insight Global
Toronto, ON
- $35 to $40 CAD / hour
- Contract
This is a business-focused role with no technical or model-development expertise required. Direct Market Risk experience is not required. Broader banking and OCM experience are more…
Added 2 mins ago
TC
Live-In Caretaker - Contractor Position
Taproot Community Support Services
Chilliwack, BC
- Contract
Report to Program Manager on a regular basis and in bi-monthly check-ins
Added 2 mins ago
LG
Sr Project Manager
Lark Group
Surrey, BC
- Full-time
We’re looking for an experienced Sr Project Manager to lead complex, community-focused projects across our construction and development portfolio. This is a hands-on role for someone who…

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.

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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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