Requisition Number: ACCOU004871

- Posted : October 26, 2026
- Full-Time
- On-site

Locations

Showing 1 location

Discovery Harbour Branch
Campbell River, BC V9W 8C9, CAN

Description

Posting Deadline: Please submit your application by 11:59 PM PST, November 13, 2026

Position Type: Temporary

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 Level2 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 transparent, 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 memb

📌 Account Representative 5 (Campbell River)
🏢 Coastal Community
📍 Campbell River