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Added 1 min ago
JI
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Coastal Community

Member Service Representative 1 - RC - Union

Nanaimo, BC, V9T 3M6, Canada

Full Time Role Range (Annual Salary) - $44,187.96 to $52,236.84 · Full-time

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Job details

Pay: Full Time Role Range (Annual Salary) - $44,187.96 to $52,236.84
Job type: Full-time
Experience: Up to 1 year of work experience in a sales and service position
Posting language: English
Posted: Oct 29, 2026

Original job description

**Posting Deadline: Please submit your application by 11:59 PM PST, November 4, 2026**

Position Type: Permanent

Together, Let’s Do Great Things!

We're a financial services co-operative with an expansive reach on Vancouver Island, the Gulf and Discovery islands and North Central BC. Joining us is your chance to work, and do good, locally. We are looking for a Member Service Representative, so if you’re passionate about improving people’s financial health and have experience with sales and service, we’d like to hear from you.

Hours

This position will have hours scheduled between 7:45am to 7:15pm Monday to Friday and 8:15am-4:15pm Saturday. Shifts may vary with a combination of daytime and evening work.

As per Appendix A-2 in the Collective Agreement, “shift work ending after 6:00pm up to and including 8:30pm will be paid a premium of five percent (5%) above the employee’s regular rate for all hours worked beyond 6:00pm”.

What’s the role?

As a Member Service Representative, under direct supervision you will process a variety of financial and non-financial transactions for members within the guidelines established. 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 a Member Service Representative to be the primary point of contact for members and carry the vision statement forward in order to build, maintain, attract and expand the member’s relationship with the credit union.

Your duties will include:

Accurately processes a variety of transactions to meet the needs of our members.
Providing sales and service expertise to inform members of new products/services and changes to existing products/services.
Answering telephone inquiries.
Providing members access into safety deposit boxes.
End of day processing and balancing to be completed in a timely manner as per established procedures.
Performing other related duties as assigned.

What are we looking for?

A secondary school diploma with academic emphasis
1 year post-secondary education
Up to 1 year of work experience in a sales and service position

Ideally, you are a flexible, collaborative team player with:

Keyboarding skills of 40 wpm and computer terminology are required, in addition to proficiency with Windows products such as Outlook, Word, and Excel applications.
Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members.
Effective listening skills to 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.
The ability to multitask with keyboarding and internet/computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service.
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.

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?

Established in 1946, Coastal Community Credit Union puts people's needs first and invests in communities across Vancouver Island, the Discovery and Gulf Islands, and in North Central BC. 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 in BC.
We’re a growing organization with $5.6 billion in assets under management.
Coastal Community helps improve the financial health of over 110,000 members as well as insurance and wealth clients through our 32 branches, 19 insurance offices, our business centres, plus our wide range of online and digital services.
We believe in making meaningful contributions to the communities we call home through grants, education awards, sponsorships, and fundraising.

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) - $44,187.96 to $52,236.84

We welcome existing MSR2 employees to apply internally for this role and your current wage range would be applicable.

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 Member Service Representative processes financial and non-financial transactions while serving as the primary point of contact for members. They are responsible for providing sales and service expertise to help members improve their financial health and build relationships with the credit union.

Requirements

Candidates must have a secondary school diploma, at least one year of post-secondary education, and up to one year of experience in a sales and service role. Proficiency in computer applications and strong communication and multitasking skills are required.

Skills

Financial transactions
Sales
Customer service
Keyboarding
Computer terminology
Outlook
Word
Excel
Communication skills
Listening skills
Multitasking
Internet navigation
Interviewing skills
Problem solving

Benefits

Extended benefits package
Education and training investment
Banking perks
Work/life balance

Visa sponsorship

Not detected in the job text

Keywords

Financial services
Credit union
Member service
Sales
Customer service
Transactions
Banking
RRSP
Microsoft Outlook
Microsoft Word
Microsoft Excel
Data entry
Financial health
Relationship management
Safety deposit boxes

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