Account Representative 3, Regional

2 weeks ago

Nanaimo, Canada Coastal Community Credit Union Full time

**Position Type**:Permanent

**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** supporting the Nanaimo Region, 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 provide a full range of member service with respect to all credit union services and are a primary developer of enhanced member relationships. 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 the responsibility of the **Account Representative** to carry the vision statement forward in order to build, maintain 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. You will strive to provide a high quality experience with all member interactions while following Coastal Community's policies and procedures.

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 all 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.
- Performs other related duties as assigned.

**What are we looking for?**
- A minimum of 3 years' financial services experience or an equivalent combination of post-secondary education and experience;
- Successful completion of Coastal Community's MSR Level 2 program;
- Completion of the CUIC 210 (Credit Union Consumer & Residential Mortgage Lending), CUIC 240 (Fundamentals of Personal Financial Planning) and be actively pursuing the CUIC Fellowship Designation;
- Working 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 local communities within their region;
- Proven track record of achieving superior sales results.

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

- The incumbent must utilize 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.
- 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.
- 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.
- The ability to multitask with above average 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.
- The incumbent will also have the freedom to act, and although they must refer lending approval/non-routine decisions to others, they work under broad direction rather than direct supervision. This position requires the use of judgment in developing recommendations/decisions that could have an impact on credit union operations.

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 leg

  • Account Representative 3

    6 days ago

    Nanaimo, Canada Coastal Community Credit Union Full time

    **Position Ty**pe**: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...

  • Operator 3

    16 hours ago

    Nanaimo, Canada Regional District of Nanaimo Full time

    **Operator 3**: **Permanent Full-Time** **Wastewater Services** **Competition No.: 2023-040** **About the Role** The Regional District of Nanaimo is seeking a Permanent Full-Time Operator 3 with Wastewater Services at the French Creek Pollution Control Centre. Reporting to the Chief Operator, the successful applicant will contribute to the effective...

  • Customer Care Representative

    6 days ago

    Nanaimo, Canada Sonova Full time

    Nanaimo, CanadaCustomer Care Representative - Are you looking for an opportunity to make a difference? Are you comfortable in a fast-paced retail clinic environment?_ - Are you passionate about providing customer service that exceeds expectations?_ If so, we think you belong here at **Connect Hearing** as a **Customer Care Representative**! **Who we...

  • Regional Manager, Terminal Operations

    17 hours ago

    Nanaimo, Canada BC Ferries Full time

    Job Description: **REGIONAL MANAGER, TERMINAL OPERATIONS** Nanaimo **The Opportunity** We are seeking a dynamic leader with a commitment to safety to join our Terminal Operations team! Reporting to the Director, Terminal Operations this position is responsible for the management of terminal operations within the Central Region. **The role** Ensures the...

  • Advocacy Strategy Coordinator

    16 hours ago

    Nanaimo, Canada Regional District of Nanaimo Full time

    **Advocacy Strategy Coordinator**: The Regional District of Nanaimo is situated within the traditional territory of several First Nations, including Snuneymuxw, Snaw-Naw-As and Qualicum First Nations. The RDN recognizes the rich cultural history of First Nations and is committed to developing positive working relationships to the benefit of all residents of...

  • Recreation Allocations Clerk

    7 days ago

    Nanaimo, Canada Regional District of Nanaimo Full time

    **Notice of Employment Opportunity** **Recreation Allocations Clerk**: **ABOUT THE ROLE** The Regional District of Nanaimo is seeking a permanent part-time Recreation Allocations Clerk with the Recreation Services team based in Electoral Area A (Cedar, South Wellington, Yellow Point, Cassidy). The Recreation Allocations Clerk contributes to the effective...

  • Band 3 - Resource Manager

    3 days ago

    Nanaimo, Canada BC Public Service Full time

    Posting Title- BAND 3 - Resource Manager- Position Classification- Band 3- Union- N/A- Location- Nanaimo, BC V9T 6L8 CA (Primary)- Salary Range- $80,800.13 - $114,400.00 annually- Close Date- 2/10/2023- Job Type- Regular Full Time- Temporary End Date- Ministry/Organization- BC Public Service -> Ministry of Forests- Ministry Branch / Division- Regional...

  • Systems Analyst

    5 days ago

    Nanaimo, Canada Vancouver Island Regional Library Full time

    **Vancouver Island Regional Library**: **Systems Analyst**: - Vancouver Island Regional Library (VIRL) acknowledges we operate on the traditional territories of the 55 First Nations within our service area, who are members of the Coast Salish, Haida, Nuu-chah-nulth, Kwakwaka’wakh and Nuxalk peoples. We honour our relationships with these Nations and all...

  • Accounting Manager

    5 days ago

    Nanaimo, Canada PACIFIC COAST HEAVY TRUCK GROUP Full time

    Founded in 1971, Berk’s Intertruck operates on Vancouver Island and has grown to become one of the most respected dealer groups in Canada representing Volvo Trucks, Isuzu Trucks, and Felling Trailers. Berk's Intertruck is part of the Pacific Coast Heavy Truck Group. **Responsibilities**: - Responsible for the supervision, guidance and overall smooth...

  • Customer Service

    2 days ago

    Nanaimo, Canada REGIONAL RECYCLING NANAIMO Full time

    This is an exiting employment opportunity for a self motivated, conscientious individual who thrives in a fast paced work environment with a variety of duties and supportive team members. Regional Recycling is looking for Customer Service Individuals. This position reports to onsite Supervisor and works alongside the Lead Hands. Safely processing customers...

  • Administrative Assistant, Pollution Control Centres

    17 hours ago

    Nanaimo, Canada Regional District of Nanaimo Full time

    **Notice of Employment Opportunity** **Administrative Coordinator, Pollution Control Centres**: **ABOUT THE ROLE** The Regional District of Nanaimo is seeking a permanent full-time Administrative Coordinator, Pollution Control Centres, working with the Wastewater Services team in the Regional and Community Utilities Department. This position is primarily...

  • Library Page

    5 days ago

    Nanaimo, Canada Vancouver Island Regional Library Full time

    The Vancouver Island Regional Library (VIRL) is seeking a Part-time Library Page employee to work at our **Nanaimo Wellington Branch**. This position will appeal to high school, home schooled, and university students. Hours may include mornings, after school, evenings and weekends. **The weekly schedule will be approximately 10 to 14 hours per...

  • Systems Analyst

    5 days ago

    Nanaimo, Canada Vancouver Island Regional Library Full time

    Vancouver Island Regional Library is looking for a **Systems Analyst **to join our IT Team. These positions are located at our Administration Office in Nanaimo. Under the direction of the IT Operations Manager, the Systems Analyst administers and supports Vancouver Island Regional Library’s (VIRL) server, virtualization stacks, network, and enterprise...

  • Sales Representative

    5 days ago

    Nanaimo, Canada PC Financial Full time

    All referred applicants must first be submitted through Workday by a current Loblaw Colleague. **Location**: 6435 Metral Dr, Nanaimo, British Columbia, V9T 2L9 When you hire great people, great things can happen. PC Financial offers unprecedented value to Canadians through payment products. We're a different kind of bank with a different type of...

  • Sales Representative

    1 week ago

    Nanaimo, Canada SCS Manufacturing Full time

    Overview Before You Apply, Please Note: Do Not Call or Visit:  We kindly request that you refrain from making on-site visits or phone inquiries regarding your application status. We will only contact candidates who have been shortlisted for further consideration. Local Candidates:  To be eligible for this position, applicants must reside locally...

  • Territory Sales Representative

    4 days ago

    Nanaimo, Canada HR à la carte Inc. Full time

    POSITIONTerritory Sales RepresentativeLOCATIONNanaimo, BCCompanyConfidentialAre you a skilled communicator with a passion for Sales? Do you enjoy providing excellent customer support and service? Are you interested in playing a pivotal role in a dynamic Sales team? If so, join our client’s team as aTerritory Sales Representative!Our Client Offers:RRSP with...

  • Territory Sales Representative

    4 days ago

    Nanaimo, Canada HR à la carte Inc. Full time

    POSITIONTerritory Sales RepresentativeLOCATIONNanaimo, BCCompanyConfidentialAre you a skilled communicator with a passion for Sales? Do you enjoy providing excellent customer support and service? Are you interested in playing a pivotal role in a dynamic Sales team? If so, join our client’s team as aTerritory Sales Representative!Our Client Offers:RRSP with...

  • Territory Sales Representative

    4 days ago

    Nanaimo, Canada HR à la carte Inc. Full time

    POSITIONTerritory Sales RepresentativeLOCATIONNanaimo, BCCompanyConfidentialAre you a skilled communicator with a passion for Sales? Do you enjoy providing excellent customer support and service? Are you interested in playing a pivotal role in a dynamic Sales team? If so, join our client’s team as aTerritory Sales Representative!Our Client Offers:RRSP with...

  • Wastewater Operator

    16 hours ago

    Nanaimo, Canada Regional District of Nanaimo Full time

    **Notice of Employment Opportunity** **Wastewater Operator**: **ABOUT THE ROLE** The Regional District of Nanaimo is seeking a Permanent Full-Time Wastewater Treatment Plant Operator with Wastewater Services at the French Creek Pollution Control Centre. **QUALIFICATIONS** Qualifications include, a post-secondary diploma in Water & Wastewater Technology,...

  • Emergency Planning Coordinator

    2 weeks ago

    Nanaimo, Canada Regional District of Nanaimo Full time

    Notice of Employment OpportunityEmergency Planning CoordinatorABOUT THE ROLEThe Regional District of Nanaimo is seeking a temporary full-time Emergency Planning Coordinator working with the Emergency Services Team.The Emergency Planning Coordinator is responsible for supporting, coordinating and facilitating of emergency management activities in the...