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Added 19 mins ago
CC
Commercial Services Associate
Cambrian Credit Union
Winnipeg, MB
- Full-time
…successful candidates may progress to the role of Commercial Relationship Manager or Credit Analyst. Long-term career opportunities include positions in sales/relationship management, and…
Added 49 mins ago
C
Sr. Manager, Email and Distributed Marketing
CIBC
Toronto, ON
- Full-time
As Senior Manager, Email and Distributed Marketing you will support the strategy and lead the execution, governance, and optimization of advisor and business-driven email communications…
Added 49 mins ago
AA
Store Manager CAN6436
Advance Auto Parts
Mississauga, ON
- Full-time
A General Manager must be committed to inspiring our team, as well as helping our Customers succeed and growing our business with integrity. Professional level sales and management position…
Added 1 hour ago
SC
Licensed Practical Nurse
Shepherd's Care Foundation
Vanguard, SK
- Full-time
Reporting to the Program Manager, the Licensed Practical Nurse work as a member of a multidisciplinary team, providing leadership in the safe delivery of resident care, medication…
Added 1 hour ago
SC
Licensed Practical Nurse
Shepherd's Care Foundation
Vanguard, SK
- Full-time
Reporting to the Program Manager, the Licensed Practical Nurse work as a member of a multidisciplinary team, providing leadership in the safe delivery of resident care, medication…
Added 1 hour ago
T
Customer Experience Associate
TD
Prince George, BC
- Part-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 2 hours ago
AU
Undergraduate Academic Program Advisor, Faculty of Science and Technology
Athabasca University
Athabasca, AB
- $48,621.92 to $79,714.45 USD / year
- Full-time
…inclusive Senior Leadership Team dedicated to empowering every team member to contribute, learn and thrive, AU stands poised for an exciting and ambitious next stage of…
Added 2 hours ago
OH
Senior Product Manager, ONE ID
Ontario Health | Santé Ontario
ON · Ontario, Canada
- Full-time
…Design, and other cross-functional teams, the Senior Product Manager translates customer and business needs into clear product requirements and priorities. The role engages internal and…
Added 2 hours ago
EG
Event Producer - Hybrid (Project-Based)
Encore Global
Brampton, ON
- Full-time
…responsible for relaying all pertinent information to the Account Manager. The Event Producer reports to the Director, Event…
Added 3 hours ago
PC
Administrative Assistant
PwC Canada
Toronto, ON
- Full-time
Reporting to the Admin Services Manager, the Admin Assistant actively supports the day-to-day business activities of stakeholders in a fast-paced, multitasking environment, often working…
Added 3 hours ago
PC
Administrative Assistant
PwC Canada
Calgary, AB
- Full-time
Reporting to the Admin Services Manager, the Admin Assistant actively supports the day-to-day business activities of stakeholders in a fast-paced, multitasking environment, often working…
Added 3 hours ago
PC
Administrative Assistant
PwC Canada
Montreal, QC
- Full-time
Reporting to the Admin Services Manager, the Admin Assistant actively supports the day-to-day business activities of stakeholders in a fast-paced, multitasking environment, often working…
Added 3 hours ago
DH
Senior Events Manager
Delta Hotels and Resorts®
Burnaby, BC
- Contract
Added 3 hours ago
PC
Administrative Assistant
PwC Canada
Vancouver, BC
- Full-time
Reporting to the Admin Services Manager, the Admin Assistant actively supports the day-to-day business activities of stakeholders in a fast-paced, multitasking environment, often working…
Added 3 hours ago
NV
Success Centre Planner
Nicola Valley Institute of Technology
Merritt, BC
- Full-time
Reporting to the Manager of the Success Centre, the Success Centre Planner is a student-facing member of the Enrolment Services team who supports learner engagement, success, and retention…
Added 3 hours ago
PC
Administrative Assistant
PwC Canada
Ottawa, ON
- Full-time
Reporting to the Admin Services Manager, the Admin Assistant actively supports the day-to-day business activities of stakeholders in a fast-paced, multitasking environment, often working…
Added 3 hours ago
CC
Fuel Pricing Manager
Calgary Co-op
Calgary, AB
- Full-time
Calgary Co-op is looking for a Fuel Pricing Manager to own the pricing strategy for our retail petroleum network. In this high-visibility role, you will make timely, data-driven decisions…
Added 3 hours ago
WI
Executive Housekeeper - The Wickaninnish Inn
Wickaninnish Inn
Tofino, BC
- Full-time
…day-to-day operation of the Housekeeping Department and will be a member of the Wickaninnish Inn’s Senior Management…
Added 3 hours ago
N
Director of AI Delivery
nesto
Toronto, ON
- Full-time
…end to end: the delivery plan, the pod, the day-to-day client relationship, and the evidence that moves each agent through requirements, testing, model-risk approval, live-file shadow,…
Added 3 hours ago
N
Director of AI Delivery
nesto
Montreal, QC
- Full-time
…end to end: the delivery plan, the pod, the day-to-day client relationship, and the evidence that moves each agent through requirements, testing, model-risk approval, live-file shadow,…
Added 4 hours ago
TS
Store Associate
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Toronto, ON · Scarborough-Eglinton Thrift Store
- Part-time
Internal: Store Manager, Corps Officer(s), volunteers, staff
Added 4 hours ago
Vice-President & Chief Commercial Officer, ClaimSecure
The Canada Life Assurance Company
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ClaimSecure, a wholly owned subsidiary of Canada Life, is a leading third-party payer and pharmacy benefits manager in the group insurance industry, supporting thousands of benefit plan…
Added 4 hours ago
T
Senior Demand Generation Manager
Trulioo
Remote, Canada
- Full-time
- Remote
Reporting to the Head of Marketing, the Senior Demand Generation Manager is responsible for owning net new pipeline for mid-market and enterprise accounts, with a real account-based motion…
Added 4 hours ago
FH
Community Health Nurse - Licensed Practical Nurse, New Westminster
Fraser Health Authority
New Westminster, BC
- $32.84 to $44.96 CAD / hour
- Full-time
…independently in the community setting. Works collaboratively and as a member of an interprofessional team in the management of an assigned client caseload including assessments, coaching,…
Added 4 hours ago
TS
Vice President, Global Core Trade Finance, TD Securities, Global Transaction Banking
TD Securities
Toronto, ON
- Full-time

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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