Account Representative 5
7 months ago
**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 need 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.
**Who are we
-
Enrollment Services Representative
4 months ago
Port Alberni, Canada North Island College Full timePosting Number **Posting Number** - SS0565- Position Information **Division** - Student Services**Department** - Student Services Port Alberni**Supervisor Title** - Associate Registrar**Location** - Port Alberni(PA)**Posting Type** - Internal/External Posting**Position Status** - Temporary**If Others, please specify** - On-Call**Desired Start Date** -...
-
Customer Service/admin Representative
16 hours ago
Port Alberni, Canada Enex Fuels Ltd Full time**URGENTLY HIRING** **Experienced Customer Service/**Admin Representative** Needed** **Full Benefits** **Full-time, Permanent** **Who We Are**: Enex Fuels Ltd. is one of Vancouver Island’s leading fuel and lubricant suppliers for over 40 years. We are the exclusive wholesale branded distributor of **Esso Fuels** and **Mobil Lubricants**, both...
-
Accounts Payable Clerk
2 months ago
Port Alberni, Canada Coulson Group Full time**ABOUT COULSON AVIATION** Coulson Aviation is a global aerial firefighting company that operates in the USA, Canada, Australia, and Chile. Coulson Aviation operates with a fleet of large aerial firefighting aircraft consisting of both fixed-wing and rotary-wing aircraft. With our fleet, we can run rapid aerial fire suppression, including initial attack...
-
Client Engagement Representative
6 months ago
Port Alberni, Canada CIBC Full timeWe’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...
-
Accounting Office Associate
2 months ago
Port Alberni, Canada Walmart Canada Full time**Position Summary... **:Manages all store funds through accurate cash handling and record keeping to ensure financial integrity and security. **What you'll do... **:1. Confirms appropriate amount of currency in Accounting Office upon opening, after final deposit and prior to closing the office daily and calibrates the teller mate machine weekly or as...
-
Client Service Representative
7 months ago
Port Alberni, Canada CIBC Full timeWe’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...
-
Client Service Representative
6 months ago
Port Alberni, Canada CIBC Full timeWe’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...
-
Client Service Representative
7 months ago
Port Alberni, Canada CIBC Full timeWe’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...
-
Customer Service Representative
2 weeks ago
Port Alberni, Canada Budget Car & Truck Rental Full time**Quality Long Term Position Available** **This full time position offers**: - A competitive salary with an excellent incentive program. - Stability and flexibility with a BC owned company that has been successful in business for over 50 years. - A comprehensive benefits program including extended health, dental, and life insurance. - A fast-paced,...
-
Customer Service Representative
7 months ago
Port Alberni, Canada BMO Financial Group Full time3550 Johnston Road, Unit 130 Port Alberni British Columbia,V9Y 7W8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer...
-
Customer Service Representative
7 months ago
Port Alberni, Canada BMO Financial Group Full time7585 Pacific Rim Hwy Port Alberni British Columbia,V9Y 8Y5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience...
-
Client Service Representative
3 weeks ago
Port Alberni, Canada CIBC Full timeWe’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...
-
Client Service Representative
3 days ago
Port Alberni, Canada CIBC Full timeWe’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...
-
Port Alberni, Canada NTC Full timeYour opportunity for an exciting career on the West Coast!Live, work and play on an Island that is rich with recreational activities,towering forests, ocean vistas, and cultural events.The Nuu-chah-nulth Tribal Council (NTC) has a unique opportunity for an experienced professional accountant interested in advancing into the dynamic financial leadership...
-
Automotive Parts Representative
6 months ago
Port Alberni, Canada Lordco Parts Ltd. Full time**Position: Automotive Parts Representative** **Location: Port Alberni, BC** - Do you love interacting with people and sharing your automotive knowledge? Are you looking for a full-time job close to home? Bring your passion for automotives to our Port Alberni, BC, team and let work, work for you._ Lordco Auto Parts is Canada’s largest independently-owned...
-
Financial Service Representative
1 week ago
Port Alberni, Canada goeasy Full timeIf you are looking to join one of Canada’s fastest growing companies, goeasy Ltd. is the place for you! Recognized as one of** **North America’s Most Engaged Workplaces, we want the best to join our team. **easyfinancial** is our consumer lending business that offers secured and unsecured installment loans of up to $75,000. It is our mission to provide...
-
Accounting Controller
4 weeks ago
Port Alberni, Canada Huu-ay-aht First Nations Full timeEducationCollege/CEGEP or equivalent experienceExperience3 years to less than 5 yearsTasksPlan and control budget and expendituresMonitor financial control systemsOversee the collection and analysis of financial dataArea of SpecializationAccountingWork Conditions and Physical CapabilitiesAttention to detailPersonal SuitabilityOrganizedScreening QuestionsDo...
-
Sales Representative
7 months ago
Port Alberni, Canada Van Isle Ford Sales Ltd. Full timeResponsibilities: - Conduct technical sales presentations to potential customers - Develop and maintain relationships with new and existing clients - Identify business development opportunities and implement strategies to expand the customer base - Manage key accounts and ensure customer satisfaction - Analyze market trends and competitor activities to...
-
Financial Services Representative Ii
4 months ago
Port Alberni, Canada CIBC Full timeWe’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...
-
Key Account Representative
5 months ago
Port Coquitlam, Canada SYSCO FOOD SERVICES Full time**Key Account Representative** Reports ToDirector, Local Contract & Bid SalesLocationSysco VancouverTypeFT, SalariedClosing DateAugust 29th, 2024Salary Range$69,688-$129,313**Company Overview** Sysco connects the world to share food and care for one another. Sysco leads from the heart of food and service to deliver the freshest of foods and ideas to...
