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.

  • Account Representative 3

    4 weeks ago

    Courtenay, Canada Coastal Community Credit Union Full time

    **Position Ty**pe**:Temporary **Duration**: Approximately four (4) 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...

  • Account Representative 3

    4 weeks ago

    Courtenay, Canada Coastal Community Credit Union Full time

    **Position Type**: Temporary **Duration**: Approximately 6 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...

  • Account Representative 3

    3 weeks ago

    Courtenay, Canada Coastal Community Credit Union Full time

    **Position Ty**pe**: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...

  • Account Representative 3

    4 weeks ago

    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**, so if you’re passionate about improving people’s financial health and have experience with lending...

  • Account Representative 3, Regional

    4 weeks ago

    Courtenay, Canada Coastal Community Credit Union Full time

    **Position T**ype**:Temporary **Duration**:Approximately ninety (90) days **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, so if you’re passionate about...

  • Account Representative 3, Regional

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

  • Account Representative 3

    4 weeks ago

    Courtenay, Canada Coastal Community Full time

    Job Details Description **Posting Deadline: Please submit your application by 11:59 PM PST, June 10, 2024** 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...

  • Member Service Representative

    5 days ago

    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...

  • Customer Services Representative

    2 weeks ago

    Courtenay, Canada Coast Capital Savings Full time

    As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone...

  • Member Service Representative

    2 weeks ago

    Courtenay, British Columbia, 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 of our...

  • Customer Services Representative

    3 weeks ago

    Courtenay, Canada Coast Capital Savings Full time

    As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone...

  • Merchandiser Representative

    2 weeks ago

    Courtenay, Canada RDTS Full time

    **Are you looking for a manual job with flexible hours and a lot of autonomy? We have an opportunity for you!** **RDTS **is currently looking for a Merchandising Representative located in Courtenay, BC, to join our merchandising team. As such, your role is to merchandise and represent the products of different suppliers to various big-box stores in your...

  • Enrollment Services Representative

    4 weeks ago

    Courtenay, Canada North Island College Full time

    Posting Number **Posting Number** - SS0405- Position Information**Division** - Student Services & Registrar**Department** - Student Services, Comox Valley**Supervisor Title** - Associate Registrar**Location** - Comox Valley(CV)**Posting Type** - Internal/External Posting**Position Status** - Regular**If Others, please specify** **Desired Start Date** -...

  • Enrollment Services Representative

    4 weeks ago

    Courtenay, Canada North Island College Full time

    Posting Number **Posting Number** - SS0401- Position Information**Division** - Student Services & Registrar**Department** - Student Services, Comox Valley**Supervisor Title** - Associate Registrar**Location** - Comox Valley(CV)**Posting Type** - Internal/External Posting**Position Status** - Temporary**If Others, please specify** **Desired Start Date** -...

  • Enrollment Services Representative

    3 weeks ago

    Courtenay, Canada North Island College Full time

    Posting Number **Posting Number** - SS0511- Position Information**Division** - Student Services**Department** - Student Services, Comox Valley**Supervisor Title** - Associate Registrar**Location** - Comox Valley(CV)**Posting Type** - Internal/External Posting**Position Status** - Temporary**If Others, please specify** **Desired Start Date** -...

  • Enrollment Services Representative

    4 weeks ago

    Courtenay, Canada North Island College Full time

    Position Summary Reporting to the Associate Registrar and working as a key member of the Student Services team, the Enrollment Services Representative (ESR) contributes to the highest level of service to the general public, staff, faculty and students of North Island College. The Enrollment Services Representative is responsible for relaying accurate...

  • Enrollment Services Representative

    2 months ago

    Courtenay, Canada North Island College Full time

    Position Summary Reporting to the Associate Registrar and working as a key member of the Student Services team, the Enrollment Services Representative (ESR) contributes to the highest level of service to the general public, staff, faculty and students of North Island College. The Enrollment Services Representative is responsible for relaying accurate...

  • Class 5 Truck Driver

    3 weeks ago

    Courtenay, Canada Trident Distributors Ltd Full time

    We are looking for a bread route driver to join our team. We deliver fresh bread to our customers five days of the week. As a driver, you are responsible for all customer service duties within our deliveries including sorting and merchandising etc. We are looking for the right person to meet our customers expectations, and provide positive energy to the...

  • Merchandiser Representative

    1 month ago

    Courtenay, Canada RDTS Full time

    Job DescriptionAre you looking for a manual job with flexible hours and a lot of autonomy? We have an opportunity for you! RDTS is currently looking for a Merchandising Representative located in Courtenay, BC, to join our merchandising team. As such, your role is to merchandise and represent the products of different suppliers to various big-box stores in...

  • Merchandiser Representative

    1 month ago

    Courtenay, Canada RDTS Full time

    Are you looking for a manual job with flexible hours and a lot of autonomy? We have an opportunity for you!RDTS is currently looking for a Merchandising Representative located in Courtenay, BC, to join our merchandising team. As such, your role is to merchandise and represent the products of different suppliers to various big-box stores in your...