Elevate member relationships as an Account Representative at Coastal Community in Vancouver Island. This full time role focuses on financial services, sales initiatives, and exceptional member support.

As an Account Representative, you will focus on enhancing member relationships and supporting their financial goals. This position requires a minimum of three years' financial service experience and involves proactive outreach to match members with appropriate Coastal Community products and services. Your ability to resolve member concerns and ensure high-quality service will directly impact our goal of improving financial health in the community.

Key Responsibilities:
• Provide a full range of member services
• Achieve sales goals through effective initiatives




• Use interviewing skills to identify member needs
• Authorize transactions and address issues
• Perform MSR 2 duties, including account openings

Requirements:
• Minimum 3 years in financial services
• Successful completion of MSR Level 2 exam
• Knowledge of lending and deposit policies
• Proven sales performance track record
• Previous call center experience is an asset

Bring your sales expertise and member-focused mindset to Coastal Community and help shape financial journeys!
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📌 Coastal Community Account Representative (British Columbia)
🏢 Coastal Community
📍 British Columbia