Posting Deadline: Please submit your application by 11:59 PM PST, November 13, 2026**
Position Type: Temporary
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.
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. 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.
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.
- 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.
- 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. Completed CUIC 210 (Credit Union Consumer & Residential Mortgage Lending), CUIC 240 (Fundamentals of Personal Financial Planning);

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;
Solid understanding of the competitive environment in the financial marketplace, and the local communities within the region.
Ideally, you are a flexible, team-oriented 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.
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.
High level of dependability, while taking personal accountability for the accuracy, quality and timeliness of work.
Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based 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. 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. 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

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