Account Representative 5

7 months 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.

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