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Added 12 mins ago
MO
Library Assistant 2
Municipality of Chatham-Kent
Blandford-Blenheim, ON · Merlin, ON · Blenheim, ON
- Part-time
Chatham-Kent Public Library (CKPL) has an opening for a permanent part-time Library Assistant 2 in Blenheim and Merlin branches.
Added 12 mins ago
TO
Registered Practical Nurse
THE ONEILL CENTRE
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- Part-time
The Registered Practical Nurse (RPN) reports to the Assistant Director of Care/Nurse Manager and provides clinical leadership to support safe, high-quality, person-centred care. The RPN…
Added 27 mins ago
Department Sales Manager, Footwear
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Vendor Pro Deals and expert product training to fuel your knowledge and performance.
Added 27 mins ago
Lab Patient Technician
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Graduate of an approved Laboratory Assistant program or equivalent are preferred.
Added 27 mins ago
Medical Lab Technician (OPSEU LAB) - Hematology
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Registered Laboratory Assistant (OSMT) optional
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JUNIOR ASSISTANT MANAGER
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ASSISTANT MANAGER
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Added 27 mins ago
ASSISTANT MANAGER
Boutique La Vie En Rose
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Added 27 mins ago
M
Executive Assistant
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Completion of a secondary school diploma with additional vocational or technical training – or a combination of education, training and experience deemed equivalent
Added 27 mins ago
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S2627-71 Educational Assistant- Duclos School
Northern Lights Public Schools
Bonnyville, AB
- Full-time
Post-Secondary training and/or experience as an Educational Assistant
Added 27 mins ago
DS
Educational Assistant (1.0 FTE - Temporary)
District School Board Ontario North East
Schumacher, ON
- Temporary
Post-secondary education in Educational Assistant, Early Childhood Education, Developmental Services Worker, or related field, and/or equivalent. Demonstrated experience working with…
Added 27 mins ago
SD
Education Assistant
School District 60
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- Full-time
Education Assistant Certificate, which includes documented training in the follow areas:
Added 27 mins ago
YR
School Assistants (Lunch-Time Supervisors) - Oak Ridges P.S.
York Region District School Board
Richmond Hill, ON
- Full-time
The role of the school assistant is to provide supervisory support to teaching staff during peak or critical periods of the school day. This position includes lunch period supervision or as…
Added 27 mins ago
SC
EDUCATIONAL ASSISTANT - Temporary Part-time
Simcoe County District School Board
Innisfil, ON
- Part-time
…Developmental Service Worker, Early Childhood Education, Educational Assistant – Special Needs Support, Human Services Administration, Registered Nurse, Sign Language Communicator, Sign…
Added 27 mins ago
BS
Assistant Director, IT Services
Burnaby School District - SD41
Burnaby, BC
- Contract
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Added 27 mins ago
BH
Educational Assistant - Temporary FT - St. Gabriel School (1.0 FTE )
Brant Haldimand Norfolk Catholic District School Board
Brantford, ON
- Internship
Successful completion of a post secondary educational assistant program (normally one year), or equivalent, plus a minimum of one year experience working with children;
Added 27 mins ago
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Educational Assistant - Temporary FT - Madonna Della Libera School (1.0 FTE)
Brant Haldimand Norfolk Catholic District School Board
Brantford, ON
- Internship
Successful completion of a post secondary educational assistant program (normally one year), or equivalent, plus a minimum of one year experience working with children;
Added 27 mins ago
EC
Full Time Temporary Educational Assistants
Evergreen Catholic Schools
Spruce Grove, AB
- Full-time
Supporting Individuals through Valued Attachments training
Added 27 mins ago
EC
Full Time Temporary Educational Assistant
Evergreen Catholic Schools
Spruce Grove, AB
- Full-time
STCLC is currently seeking an Educational Assistant to assist students with diverse academic and social/emotional needs. This full time temporary position will begin as soon as possible and…
Added 27 mins ago
EC
Full Time Temporary Educational Assistant
Evergreen Catholic Schools
Spruce Grove, AB
- Full-time
St. Joseph Catholic School in Spruce Grove, AB is currently seeking a Full Time Temporary Educational Assistant to assist students with diverse academic and social/emotional needs.…
Added 27 mins ago
EC
Part Time Temporary Educational Assistant
Evergreen Catholic Schools
Spruce Grove, AB
- Part-time
Evergreen Catholic Separate School Division is seeking an experienced Educational Assistant for a temporary part-time contract for the remainder of the 2026-27 school year.
Added 57 mins ago
SB
Manager, FBO Operations
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Dorval, QC
- Full-time
Manage and provide direction, training, supervision, performance management and support to a team including Lineservice, Crew Chiefs, Supervisors, Quality Assurance Coordinator and Customer…
Added 57 mins ago
SH
Clinic Assistant
Sanova Health
Whitchurch-Stouffville, ON
- Part-time
We are seeking a professional, reliable, and organized Part-Time Clinic Assistant to join our cardiac clinic in Stouffville. The ideal candidate will have significant experience working in…
Added 57 mins ago
NC
Administrative Assistant
Native Counselling Services of Alberta
AB · Edmonton, AB
- $48,000 to $50,000 CAD / year
- Full-time
…direction pertaining to their housing needs. The Administrative Assistant will support the staff and residents in Edmonton Kisnimi Ti Housing to provide a quality service to meet NCSA…
Added 57 mins ago
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Provide training and ongoing support to volunteers, including summer students and support workers

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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