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Added 6 mins ago
AC
Mechanical Technician | Manufacturing
Albarrie Canada Limited
Barrie, ON
- $60,000 to $65,000 CAD / year
- Full-time
Support and liaison with the sales teams on product development by evaluating machine parameters/constraints and providing research results and recommendations.
Added 6 mins ago
SC
Investment Attraction Manager
Strathcona County
Sherwood Park, AB
- Full-time
Strathcona County is seeking a Manager, Investment Attraction to lead the development and implementation of strategies that attract new commercial, industrial and greenfield investment.…
Added 20 mins ago
Manufacturing Engineering
BWXT
Peterborough, ON
Check out the YouTube video of an innovative product we recently designed and manufactured in partnership with Bruce Power, called the Bruce Reactor Inspection and Maintenance System…
Added 35 mins ago
W
Business Administraton Lead
Wajax
Sudbury, ON
- Full-time
Customer Onboarding Support: Serve as a primary point of contact for new customers and collaborate with Finance to coordinate customer setup and required documentation.
Added 35 mins ago
R
Senior Manager, Special Loans
RBC
Toronto, ON
- Full-time
5+ years of experience as a Commercial Account Manager
Added 35 mins ago
A
Sales & Service Lead (Full-Time) - Royalmount
ALO
Mont-Royal, QC
- Full-time
Lead an exceptional guest experience on the floor through assessing the level of guest connection and technical product education and supporting team members to address gaps through…
Added 35 mins ago
A
Manager, Software Engineering - 12 Month Temporary
Aviso
Vancouver, BC
- $145,000 to $160,000 CAD / year
- Full-time
Reporting to the Director, Software Engineering, the Manager, Software Engineering, works closely with other Technology Leaders to remove systemic organizational blockers, while providing…
Added 50 mins ago
PC
Assistant Store Manager - Full-Time
PVH Corp.
London, ON
- Full-time
…and inspiring consumers since 1985. Originally established in New York City and infused with the vibrant spirit of Americana, to create the modern uniform of accessible luxury. The TOMMY…
Added 50 mins ago
PV
Senior Manager - CRM & Lifecycle Marketing
Pet Valu
Markham, ON
- Full-time
Position: Senior Manager, CRM & Lifecycle Marketing
Added 50 mins ago
Maintenance Shift Lead
Chudleigh's Bakery
Milton, ON
…reliable equipment operation by meeting hourly targets, ensuring product supply, recommending equipment overhauls, and maintaining equipment in safe working condition according to technical…
Added 50 mins ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Grand Forks, BC
We’re searching for an Insurance Advisor. Are you searching for new possibilities?
Added 50 mins ago
Senior Plant Process Engineer
ERCO Worldwide
Saskatoon, SK
…to join our Saskatoon team! Under supervision of the Plant Manager, the Senior Plant Process Engineer monitors processes within the plant to improve plant safety, efficiencies, operator…
Added 50 mins ago
OH
Senior Product Manager, ONE ID
Ontario Health
Toronto, ON
- Full-time
Working closely with Software Development, Quality Assurance, DevOps, Experience Design, and other cross-functional teams, the Senior Product Manager translates customer and business needs…
Added 50 mins ago
MC
Project Coordinator
MatchBox Consulting Group
New Westminster, BC
- Contract
We are looking for an experienced Project Coordinator to support a yard and charge management solution program. You will handle the recurring work that keeps the program on track, including…
Added 50 mins ago
A
Sales & Service Lead (Full-Time) - Royalmount
ALO
Montreal, QC
- Full-time
Lead an exceptional guest experience on the floor through assessing the level of guest connection and technical product education and supporting team members to address gaps through…
Added 50 mins ago
BG
Trade Marketing Representative - Airdrie, AB
Bentoel Group - A Member of British American Tobacco
Airdrie, AB
- Full-time
…effective implementation of cycle activities for all of our product…
Added 50 mins ago
J(
EMS Engineer/Software Developer
JSG (Johnson Service Group, Inc.)
Calgary, AB
- Full-time
You can manage project execution on new and existing system functionality from business requirements to review and testing of product.
Added 1 hour ago
GT
Program Manager
GeoSpectrum Technologies, Inc
Port Coquitlam, BC
- Full-time
The Program Manager acts as ISE's primary representative for both domestic and international customers, playing a key role in bringing complex technology programs from proposal to delivery.…
Added 1 hour ago
GT
Operations and Project Coordinator
GeoSpectrum Technologies, Inc
Port Coquitlam, BC
- Full-time
…cutting edge underwater technology. You’ll engage in regular development and performance discussions with your manager, have access to an online learning platform, and benefit from…
Added 1 hour ago
P
Store Manager
Pandora
ON · Cookstown, ON
- Full-time
The Store Manager will be the ultimate Pandora Fan. As the Store Manager, you will fully immerse yourself in our brand, culture, product whilst taking immense pride in delivering…
Added 1 hour ago
PA
Portfolio Manager
Purpose Advisor Solutions
Toronto, ON
- Full-time
…next decade of that relationship. We're hiring the Portfolio Manager who owns that decision - and owns turning it into new…
Added 1 hour ago
SS
Senior Business Development Manager - Airport & Airline Lounges (NAM)
SITA Switzerland Sarl
Canada
- Full-time
The Job holder will be a experienced and commercially driven Business Development Senior Manager to accelerate the growth of CCM's premium lounge furnishings and interior solutions business…
Added 1 hour ago
LC
Conversion Optimization Manager, Growth (Fixed Term Contract)
Lightspeed Commerce, Inc.
Remote, Canada
- $85,000 to $105,000 CAD / year
- Full-time
- Remote
As a Conversion Optimization Manager, Growth, you’ll own the conversion rate optimization strategy for Lightspeed’s marketing websites, treating our digital experience as a product. You’ll…
Added 1 hour ago
MANAGER
Boutique La Vie En Rose
Laval, QC
Under the supervision of the regional sales manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. Your…
Added 1 hour ago
MANAGER
Boutique La Vie En Rose
Val-d'Or, QC
Under the supervision of the regional sales manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. Your…

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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