Account Manager
5 months ago
**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 Manager** to support the Capital Region, so if you’re passionate about improving people’s financial health and have experience with a wide range of financial services including loans, investments, registered products and personal mortgages, we’d like to hear from you.
**What’s the role?**
As an **Account Manager**, you excel at growing new and existing relationships. Working with our team of professionals, you’ll offer a range of financial services to our members—and spot opportunities to refer them to experts in our other business lines to help us provide comprehensive solutions.
**What are we looking for?**
- A secondary school diploma with an academic emphasis plus 1 year post-secondary education with up to 1 year of work experience in a sales and service environment;
- A minimum of 3 years of financial experience and 2 years of lending experience or an equivalent combination of education and experience;
- Preferably, a thorough understanding of credit union operations, principles and values.
Ideally, you are a flexible, collaborative team player with:
- Proven sales experience and demonstrated leadership skills;
- Proven knowledge of deposit and loan products and services
- Demonstrated personal lending knowledge;
- Solid understanding of the competitive environment in the financial marketplace, and local communities within the region;
- Proven social networking skills and an ability to connect with individuals inside and outside the organization.
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 legacy we’ve built and the things that make us who we are:
- We’re 100% member-owned, with all decisions made locally—right here 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. We value every individual’s unique experience and perspective. 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. We offer a generous total rewards package and a great work/life balance because we want you to spend your career here. Many people do
We take pride in offering a comprehensive total rewards package and workplace culture that's second to none. This includes a substantial extended benefits package, an impressive 11.50% Employer-paid RRSP contribution, investments in your education and training, banking perks, and so much more
The salary range for this role fits within this career band. Individual job salary range will vary within the career band, based on the skills and requirements of the job posting.
Full Time annual salary range based on 37.50 hour work week.
Operational Specialist - $55,393.00 - $70,805.00
If this role resonates with your passion and skills, we would love to hear from you.
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