Account Representative 5

6 months ago

Qualicum Beach, Canada Coastal Community Credit Union Full time

**Position T**ype**: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**, 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 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;
- 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:

- 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.
- 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.
- 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.
- Demonstrated ability to build member relationships resulting in expanded share of wallet.
- Demonstrated ability to identify and tag referral opportunities for successful sales results.
- Demonstrated positive leadership skills along with ongoing leadership development activities.
- High level of dependability, while taking personal accountability for the accuracy, quality and timeliness of work.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

  • Member Service Representative

    5 months ago

    Qualicum Beach, Canada First Credit Union Full time

    **Location: Bowser** **Member Service Representative** Be one of the many First Credit Union team members who say, “I love my job” - this resonates in our 5-star rating on Glassdoor and our standing as one of B.C.’s Top Employers. First Credit Union is a financial co-operative with branches in eight communities across the south coast of B.C., focused...

  • Customer Care Representative

    5 months ago

    Qualicum Beach, Canada Sonova Full time

    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 !  This is a Full-time 6 month contract position with a...

  • Client Service Representative

    5 months ago

    Qualicum Beach, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Member Service Representative 2

    5 months ago

    Qualicum Beach, 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 a **Member Service Representative 2**, so if you’re passionate about improving people’s financial health and have experience with sales...

  • Customer Service Ambassador

    4 weeks ago

    Qualicum Beach, Canada Sonova Full time

    At Connect Hearing, we're passionate about making a difference in the lives of our clients and helping transform their hearing health.We're seeking a skilled Customer Care Representative to join our team in Qualicum Beach, BC.As a Customer Care Representative, you'll provide exceptional customer service in person, over the phone, and by email, scheduling...

  • Hearing Healthcare Professional

    2 weeks ago

    Qualicum Beach, Canada Sonova Full time

    Company OverviewConnect Hearing Canada is a leading hearing care provider with a network of clinics across Canada. As a member of the Sonova family of brands, we're passionate about making a difference in the lives of our clients and helping transform their hearing health.SalaryWe offer a competitive remuneration package, including a starting wage of...

  • Clinic Manager

    6 months ago

    Qualicum Beach, Canada Flowerstone Family Health Clinic Full time

    Are you looking for flexible part-time work with a team of supportive and hardworking individuals in a bright and modern office environment? Look no further! Flowerstone Family Health Clinic (FFHC) is looking for an experienced Clinic Manager to help lead and support their dedicated team. FFHC has been successfully operating in Qualicum Beach, BC since...

  • Customer Service Representative

    2 months ago

    Wasaga Beach, Canada The MEARIE Group Full time

    **Customer Service Representative** **WASAGA BEACH - A GROWING AND VIBRANT COMMUNITY** Home to the largest freshwater beach in the world, Wasaga Beach sits on the southern shores of Georgian Bay and is a short 20-minute drive from Barrie and 90 minutes from the GTA. Perhaps the best-kept secret in Wasaga Beach is the endless recreation trails for hiking,...

  • Account Manager

    6 months ago

    Wasaga Beach, Canada Aleem Ravji Insurance and Financial Services Full time

    **Account Manager**: - Desjardins Agent Team Member**: Location: Barrie, ON Type: Full Time **Position Overview**: Are you outgoing and customer-focused? Do you enjoy working with the public? Do you crave a meaningful career and embrace change? If you answered yes to these questions, working for a Desjardins Agent may be the career for you! Desjardins is...

  • Head Professional

    6 days ago

    Qualicum Beach, Canada Qualicum Beach Memorial Golf Club Full time

    As a member of the Golf Management Team, the Head Golf Professional has the responsibility for the overall management of the golf operations while working cooperatively with other departments. The Head Golf Professional should have a natural ability to lead and motivate, and a passion for the game. He/she should also have strong interpersonal skills and be...

  • Rural and Suburban Mail Carrier, On-call Relief

    2 months ago

    Qualicum Beach, Canada Canada Post - Postes Canada Full time

    Job Requisition Id: 185430 Business Function: Rural and Suburban Mail Carriers Primary City: Qualicum Beach Other Location(s): Province: British Columbia Employment Type: On Call Relief Employment Status: Temporary Language Requirement: English Essential Area of Competition: Applicants residing within 75 km from the Post Office in which this job is located...

  • Maintenance Assistant

    6 months ago

    Qualicum Beach, Canada Berwick Retirement Communities Full time

    **Join Our Team**: Since opening our first retirement community in 1989, Berwick Retirement Communities has been committed to offering quality retirement living and now owns eight residences across BC. We are proud to be Island owned & managed. Berwick Retirement Communities promotes an environment which integrates hospitality with superior customer service...

  • Maintenance Assistant

    6 months ago

    Qualicum Beach, Canada Berwick Retirement Communities Full time

    **Join Our Team**: Since opening our first retirement community in 1989, Berwick Retirement Communities has been committed to offering quality retirement living and now owns eight residences across BC. We are proud to be Island owned & managed. Berwick Retirement Communities promotes an environment which integrates hospitality with superior customer service...

  • Lto - 1.0 Grade 5/6

    2 months ago

    Wasaga Beach, Canada Simcoe County District School Board Full time

    **Assignment Details including Required Qualifications**: LTO - 1.0 GRADE 5/6 **Principal**: JENNIFER CASE Whether you self-identify with one of the four equity-deserving groups designated under the federal Employment Equity Act. Applicants may also self-identify with an equity-deserving group on one or more protected grounds under the provincial Ontario...

  • Lto - 0.1 Grade 1, Day 5 Afternoon

    2 months ago

    Wasaga Beach, Canada Simcoe County District School Board Full time

    **Assignment Details including Required Qualifications**: LTO - 0.1 GRADE 1, DAY 5 AFTERNOON **Principal**: JENNIFER CASE Whether you self-identify with one of the four equity-deserving groups designated under the federal Employment Equity Act. Applicants may also self-identify with an equity-deserving group on one or more protected grounds under the...

  • Retail Merchandiser

    2 months ago

    Wasaga Beach, Canada Hallmark Full time

    **Retail Merchandiser (Part Time) - Wasaga Beach, ON L9Z 0C1** **Job Summary**: Reporting to the Territory Manager, the Retail Merchandiser is a part-time role that is an integral part of the field merchandising team. The Retail Merchandiser will be responsible for the maintenance of Hallmark Canada departments within our pharmacy, grocery, or big box...

  • Cannabis Product Expert

    6 months ago

    Wasaga Beach, Canada Cannabis Xpress Full time

    CANNABIS XPRESS is a small business in Wasaga Beach, ON. We are fun and bold. Our work environment includes: - Safe work environment Product Expert (Budtender) - Job Description Hours: Part-Time (15 - 35 hrs/week) Reports to: Store Lead **Responsibilities**: - Greeting customers and providing fast and efficient service to create the CANNABIS XPRESS...

  • Cannabis Product Expert

    6 months ago

    Wasaga Beach, Canada Cannabis Xpress Full time

    CANNABIS XPRESS is a small business in Wasaga Beach, ON. We are fun and bold. Our work environment includes: - Safe work environment Product Expert (Budtender) - Job Description Hours: Part-Time (15 - 35 hrs/week) Reports to: Store Lead **Responsibilities**: - Greeting customers and providing fast and efficient service to create the CANNABIS XPRESS...

  • Cannabis Product Expert

    5 months ago

    Wasaga Beach, Canada Cannabis Xpress Full time

    CANNABIS XPRESS is a small business in Wasaga Beach, ON. We are fun and bold. Our work environment includes: - Safe work environment Product Expert (Budtender) - Job Description Hours: Part-Time (15 - 35 hrs/week) Reports to: Store Lead **Responsibilities**: - Greeting customers and providing fast and efficient service to create the CANNABIS XPRESS...

  • Cannabis Product Expert

    6 months ago

    Wasaga Beach, Canada Cannabis Xpress Full time

    CANNABIS XPRESS is a small business in Wasaga Beach, ON. We are fun and bold. Our work environment includes: - Safe work environment Product Expert (Budtender) - Job Description Hours: Part-Time (15 - 35 hrs/week) Reports to: Store Lead **Responsibilities**: - Greeting customers and providing fast and efficient service to create the CANNABIS XPRESS...