Account Representative 3

4 weeks 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 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 exam;
- Completed CUIC 210 (Credit Union Consumer & Residential Mortgage Lending), CUIC 240 (Fundamentals of Personal Financial Planning);
- Actively pursuing 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?**

Coastal Community has been in business over 70 years, and we’re proud of the things that make us who we are:

- We’re 100% member-owned and locally-base

  • Account Representative 3, Regional

    1 month 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...

  • Account Representative 3, Regional

    1 month ago

    Nanaimo, 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 Nanaimo Region, so if you’re passionate about improving people’s financial health and have...

  • Account Representative 3

    1 month ago

    Nanaimo, 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...

  • Accounting Support Representative

    2 days 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 **Accounting Services Representative** **to join our Finance team, so if you’re passionate about accounting and finance and have...

  • Customer Care Representative

    1 month ago

    Nanaimo, Canada Connect Hearing Full time

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

  • Finance Support Representative, Insurance

    3 days 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 a **Finance Support Representative, Insurance**, so if you’re passionate about financial reporting and data processing and have experience...

  • Preventive Maintenance Account Manager

    3 days ago

    Nanaimo, Canada Troy Life & Fire Safety Ltd. Full time

    **Troy Life & Fire Safety Ltd.** is looking for a highly motivated, energetic, and outgoing **Preventive Maintenance Account Manager/Sales Representative** to join our Nanaimo, BC Team! As the Sales Representative you will be responsible for contacting new customers and maintaining an existing customer base. The role will focus on selling new service...

  • Sales Representative

    4 weeks 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...

  • Technical Sales Representative

    1 month ago

    Nanaimo, Canada Wainbee Limited Full time

    Area of operation : Nanaimo, Duncan **Wainbee is 100% employee-owned, which is reflected in how we value our people and how we support them.** **Here's what you can expect when you join our team**: **1. Growth Opportunities in the Industrial Sector**: Wainbee offers a dynamic environment with ample opportunities for growth. **2. Competitive Compensation...

  • Specialty Sales Representative

    1 month ago

    Nanaimo, Canada Western Forest Products Inc. Full time

    **POSITION OVERVIEW** Western is hiring for a **Specialty Sales Representative** based either in Vancouver or Nanaimo area as part of our Specialist Sales Division. - Our Specialty Products include Shop & Btr and Specialty Grades in Western Red Cedar, Yellow Cedar, Hemlock and Douglas Fir. Primary markets include North America, Oceania, Europe and...

  • Territory Sales Representative

    3 weeks 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

    3 weeks 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

    3 weeks 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...

  • Financial Representative

    2 months ago

    Nanaimo, Canada Serenia Life Financial Full time

    Location: British Columbia Type: Full Time Imagine working for a company that is both **Human** and **Kind**... At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life...

  • Territory Sales Representative

    7 days ago

    Nanaimo, Canada HR à la carte Full time

    Are 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 company matchMedical, dental, vision and travellers’ insuranceTravel...

  • Territory Sales Representative

    7 days ago

    Nanaimo, Canada HR à la carte Full time

    Are 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 company matchMedical, dental, vision and travellers’ insuranceTravel...

  • Territory Sales Representative

    7 days ago

    Nanaimo, Canada HR à la carte Full time

    Are 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 company matchMedical, dental, vision and travellers’ insuranceTravel...

  • Account Executive

    3 weeks ago

    Nanaimo, Canada Western Coast Insurance Services Full time

    Truthfulness | Fairness | Value | Loyalty As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...

  • Guest Services Representative

    2 months ago

    Nanaimo, Canada Footprints Full time

    Are you interested in getting into the security industry or a future in law enforcement but don’t know where to start? Footprints can help! Sponsorship through Basic Security Training considered for the right applicant. Footprints Security is unique; our accountable approach to business driven by our Core Values separates us from our competitors. We are...

  • Account Executive

    3 weeks ago

    Nanaimo, Canada Western Financial Group Full time

    Here is what a typical day looks like Prospect and up-sell to clients on all lines of business sold. Work and life balance with flexibility to create your own schedule to meet and exceed sales targets. Consistently generate quality new business by networking and building Centers of Influence to ensure a consistent stream of referral business. ...