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Added 1 min ago
LO
LensCrafters - Licensed Assistant Manager - #942 Kitchener
Luxottica of America, Inc.
Kitchener, ON
- Full-time
The Assistant Manager acts as a leader in absence of, or in support of the Store Manager & behaves as a business owner within the marketplace & LensCrafters organization. Represents…
Added 1 min ago
LO
LensCrafters - Licensed Assistant Manager - #941 Guelph ON
Luxottica of America, Inc.
Guelph, ON
- Full-time
The Assistant Manager acts as a leader in absence of, or in support of the Store Manager & behaves as a business owner within the marketplace & LensCrafters organization. Represents…
Added 1 min ago
SD
Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Vancouver, BC
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 31 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 46 mins ago
DT
Merchandising Assistant Manager
Dollar Tree Stores
Kamloops, BC
- Full-time
As a Merchandise Assistant Manager at Dollar Tree, you’ll join our Store Manager in leading a dynamic team of associates and creating positive experiences for the communities we serve. In…
Added 1 hour ago
SD
Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Toronto, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 1 hour ago
EL
MAC Midtown Plaza - Assistant Manager FT Contract - Saskatoon SK
Estée Lauder Companies
Saskatoon, SK
- Full-time
We are seeking an inspirational and dynamic Assistant Store Manager to play a leading role in the success of the store/counter by supporting the Store Manager to lead, coach and develop our…
Added 2 hours ago
WF
Produce Team Member (Clerk, Floor Service) - Part Time
Whole Foods Market
Toronto, ON
- Part-time
Maximizes sales potential through effective and proper procedures for prepping, storing, rotating, stocking, and merchandising product.
Added 2 hours ago
WF
Grocery Team Member (Stocker, Inventory, Floor Service, Customer Service) - Part Time
Whole Foods Market
Toronto, ON
- Part-time
Maximizes sales potential through effective and proper procedures for prepping, storing, rotating, stocking, and merchandising product.
Added 2 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Halifax, NS
- Full-time
…focusing on improving product flow from the backroom to the sales…
Added 3 hours ago
WF
Bakery Team Member (Service Counter) - Part Time
Whole Foods Market
Toronto, ON
- Part-time
Maximizes sales potential through effective and proper procedures for prepping, storing, rotating, stocking, and merchandising product.
Added 3 hours ago
WF
Cashier Team Member (Front End Service) - Part Time
Whole Foods Market
Toronto, ON
- Part-time
May assist with training of new Cashier and Cashier Assistant Team Members.
Added 3 hours ago
WF
Prepared Foods Team Member (Deli Service Counter & Culinary Venues) - Full Time
Whole Foods Market
Oakville, ON
- Full-time
Maximizes sales potential through effective and proper procedures for prepping, storing, rotating, stocking, and merchandising product.
Added 3 hours ago
WF
Butcher - Full Time
Whole Foods Market
Toronto, ON
- Full-time
Maximizes sales potential through effective and proper procedures for prepping, storing, rotating, stocking, and merchandising product.
Added 3 hours ago
BB
Retail Associate (Full Time)
Best Buy Canada
Fort McMurray, AB
- Full-time
Grow your career in similar roles (customer service representative, merchandiser, online order pick-up specialist) or development roles (team lead, assistant store leader, store leader).
Added 3 hours ago
GD
DYNAMITE - Assistant Manager - Guildford Town Centre
Groupe Dynamite, Inc Garage
Surrey, BC
- Full-time
Reporting to the Store Manager, your main focus as the Assistant Manager is to assist the Store Manager in all aspects of the store operations, by providing leadership that optimizes sales…
Added 3 hours ago
RB
Administrative Assistant
Royal Bank of Canada
ON · GREATER SUDBURY / GRAND SUDBURY, Ontario
- Full-time
…join our leading wealth management firm as an Administrative…
Added 3 hours ago
RM
Assistant Retail Store Manager | Southcentre Mall
Rocky Mountain Soap Company
Calgary, AB
- Full-time
The Assistant Retail Store Manager is responsible for supporting the store leader in the day-to-day operations of their store, ensuring that the customer and employee experience is engaging…
Added 3 hours ago
SD
Merchandiser, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Stratford, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 3 hours ago
LC
Front End Assistant Department Manager Part Time Day
Loblaw Companies Limited
Calgary, AB
- Part-time
We're looking for talented, passionate leaders with a proven record of delighting customers and growing sales.
Added 4 hours ago
GD
DYNAMITE - Assistant Manager - Guildford Town Centre
Groupe Dynamite
Surrey, BC
- Full-time
Reporting to the Store Manager, your main focus as the Assistant Manager is to assist the Store Manager in all aspects of the store operations, by providing leadership that optimizes sales…
Added 4 hours ago
LV
ASSISTANT MANAGER-EN
La Vie En Rose
Drummondville, QC
- Full-time
Performance bonuses (in-store sales or management position)
Added 4 hours ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Calgary, AB
- Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 4 hours ago
KB
Department Manager Front End
Kent Building Supplies
Halifax, NS
- Full-time
Department Managers play a key leadership role in driving sales performance and operational excellence within their assigned area. They are responsible for leading a team of associates,…
Added 4 hours ago
LV
ASSISTANT MANAGER-EN
La Vie En Rose
Laval, QC
- Full-time
Performance bonuses (in-store sales or management position)

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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