Account Representative 5

2 weeks ago


Courtenay, Canada Coastal Community Credit Union Full time

**Position Typ**e**: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.



  • Courtenay, Canada Coastal Community Credit Union Full time

    **Position Typ**e**: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** to support the Comox Valley Region, so if you’re passionate about improving people’s financial health and...


  • Courtenay, 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** to support the Cowichan Valley, so if you’re passionate about improving people’s financial health and have...


  • Courtenay, Canada First Credit Union Full time

    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 on the financial, social, and environmental well-being...


  • Courtenay, Canada North Island College Full time

    Posting Number **Posting Number** - SS0348- Position Information**Division** - Finance & Facilities**Department** - Finance**Supervisor Title** - Manager, Finance Services**Location** - Comox Valley(CV)**Posting Type** - Internal/External Posting**Position Status** - Temporary**If Others, please specify** **Desired Start Date** - 03/27/2023**Position End...

  • Account Manager

    16 hours ago


    Courtenay, Canada E.B. Horsman & Son Full time

    **About the Team** E.B. Horsman & Son (EBH) has been in business since 1900. We are strong, nimble, and growing! EBH is proud to be a successful Western Canadian electrical distributor with 20+ locations throughout BC, Alberta, and Saskatchewan, and we are consistently recognized as one of Canada's Best Managed companies. We take pride in living our core...


  • Courtenay, Canada PC Financial Full time

    **All referred applicants must first be submitted through Workday by a current Loblaw Colleague.** **Location**: 757 Ryan Rd, Courtenay, British Columbia, V9N 3R6 **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...


  • Courtenay, Canada PC Financial Full time

    All referred applicants must first be submitted through Workday by a current Loblaw Colleague. **Location**: 757 Ryan Rd, Courtenay, British Columbia, V9N 3R6 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...


  • Courtenay, Canada Resonant Light Technology Full time

    **Job Summary**: We are seeking a motivated and results-driven Inside Sales Representative to join our team. Earning potential is high. If you’re a good salesperson, you should be earning well over $100k a year once you’ve settled-into the position. If you’re “just OK” at sales, you won’t be a good fit for the team. Being "good" requires use...


  • Courtenay, Canada HUB International Full time

    Hi, we’re HUB! We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world...


  • Courtenay, 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...


  • Courtenay, Canada North Island College Full time

    Posting Number **Posting Number** - SS0453- Position Information**Division** - Access & Regions**Department** - Continuing Education & Training**Supervisor Title** - Director, Continuing Education and Training or designate**Location** - Comox Valley/Campbell River/ Port Alberni (CV/CR/PA)**Posting Type** - Internal/External Posting**Position Status** -...

  • Purchasing Assistant

    Found in: Talent CA C2 - 2 weeks ago


    Courtenay, Canada North Island College Full time

    Position Summary Reporting directly to the Procurement Manager, Financial Services and as directed by the Purchasing Agent, the Purchasing Assistant – Retail is responsible for the support of procurement of materials, supplies, services and merchandise for the campus stores at the College, including complex tenders’ that achieve the best value for money;...

  • Communications Specialist, Office of Global Engagement

    Found in: Talent CA C2 - 1 week ago


    Courtenay, Canada North Island College Full time

    Position Summary The Communications Specialist supports the institution’s internationalization strategy with a specific focus on the international student recruitment goals of the Office of Global Engagement (OGE) This position reports to the Manager, International Enrollment and Recruitment. The Communication Specialist has primary responsibility for...

  • Controller

    2 days ago


    Courtenay, Canada Nomina Wellness Full time

    Nomina offers a truly unique approach to the treatment of mental health disorders. Our facility is looking for a motivated, proactive and innovative individual to join our energetic team. Nomina Wellness is seeking an accounts manager / comptroller to provide the daily accounting, finance and accounts management of the Nomina programs. **Job...

  • Deep Cleaner

    5 days ago


    Courtenay, Canada Gladstone Brewing Co. Full time

    Gladstone is like a family. It's a fun and growing business. We truly care about our staff, and hold them to high expectations. Are you obsessive about detailed cleaning? Does it feel rewarding to you? Do you like to work alone, but also be part of a larger team. This job could be for you. ROLE Gladstone Brewing Company is currently hiring a cleaner for...


  • Courtenay, Canada North Island College Full time

    Posting Number **Posting Number** - SS0295- Position Information**Division** - Finance & Facilities**Department** - Finance**Supervisor Title** - Manager, Finance Services**Location** - Comox Valley(CV)**Posting Type** - Internal/External Posting**Position Status** - Regular**If Others, please specify** **Desired Start Date** - 02/13/2023**Position End...

  • Finance Support Analyst

    Found in: Talent CA C2 - 1 week ago


    Courtenay, Canada North Island College Full time

    Position Summary Reporting directly to the Manager of Financial Services, the Finance Support Analyst is responsible for the full range of accounting functions, including bank reconciliations, accounts receivable, balance sheet reconciliations, financial aid transactions, etc. The Finance Support Analyst will ensure that all activities are done in an ethical...

  • Seniors Nurse Clinician

    Found in: Talent CA C2 - 1 week ago


    Courtenay, Canada Island Health Full time

    QUALIFICATIONS: Education, Training And Experience Graduation from a recognized nursing program with Canadian Nurses Association (CNA) certification for specialty and/or service area; or Minimum of three years recent related experience in geriatrics and a working knowledge of geriatric mental health and addictions; or An equivalent combination of...


  • Courtenay, Canada City of Courtenay Full time

    **City of Courtenay**: **Manager of Solid Waste Services**: **(Temporary)** **The City** The **City of Courtenay** is situated on the east coast of central Vancouver Island, within the traditional lands of the K'ómoks First Nation. Accessible by land, sea or air, Courtenay is a culturally diverse community that offers supernatural beauty at its doorstep....

  • Department Supervisor: Full Time

    Found in: beBee jobs CA - 2 weeks ago


    Courtenay, British Columbia, Canada Home Depot Full time

    Position Purpose: Department Supervisors customarily work a flexible schedule, requiring both daytime and evening availability and shifts could be scheduled on any day of the week. In addition to being familiar with and able to perform the functions of the majority of other store positions; a Department Supervisor must be able to perform the tasks and...