Current jobs related to Financial Services Representative - Port McNeill - Coastal Community


  • Port McNeill, 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...


  • Port McNeill, 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 a **Member Service Representative,** so if you’re passionate about improving people’s financial health and have experience with sales...


  • Port McNeill, Canada Coastal Community Full time

    Job SummaryWe are seeking an experienced Insurance Representative to join our team at Coastal Community. As an Insurance Representative, you will provide support to clients in the promotion of all insurance products and services and in the processing of insurance related transactions for personal lines, automobile insurance, and some commercial insurance.Key...


  • Port McNeill, Canada Coastal Community Full time

    Job SummaryWe are seeking an experienced Insurance Representative to join our team at Coastal Community. As an Insurance Representative, you will provide support to clients in the promotion of all insurance products and services and in the processing of insurance related transactions for personal lines, automobile insurance, and some commercial insurance.Key...


  • Port McNeill, Canada Coastal Community Full time

    Job SummaryWe are seeking an experienced Insurance Representative to join our team at Coastal Community. As an Insurance Representative, you will provide support to clients in the promotion of all insurance products and services and in the processing of insurance related transactions for personal lines, automobile insurance, and some commercial insurance.Key...


  • Port McNeill, Canada Coastal Community Full time

    Job SummaryWe are seeking an experienced Insurance Representative to join our team at Coastal Community. As an Insurance Representative, you will provide support to clients in the promotion of all insurance products and services and in the processing of insurance related transactions for personal lines, automobile insurance, and some commercial insurance.Key...


  • Port-Cartier, Canada Desjardins Full time

    As a Financial Services Representative at Desjardins, you will play a key role in helping our members achieve their financial goals. Your primary responsibility will be to provide exceptional customer service, ensuring that our members receive tailored financial solutions that meet their unique needs.Main Responsibilities:Develop and implement financial...


  • Port-Cartier, Canada Desjardins Full time

    As a Financial Services Representative at Desjardins, you will play a key role in helping our members achieve their financial goals. Your primary responsibility will be to provide exceptional customer service, ensuring that our members receive tailored financial solutions that meet their unique needs.Main Responsibilities:Develop and implement financial...


  • Port-Cartier, Canada Desjardins Full time

    As a Financial Services Representative at Desjardins, you will play a key role in helping our members achieve their financial goals. Your primary responsibility will be to provide exceptional customer service, ensuring that our members receive the highest quality financial solutions tailored to their needs.Main Responsibilities:Develop and implement...


  • Port Alberni, Canada BMO Financial Group Full time

    7585 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...


  • Port Alberni, Canada BMO Financial Group Full time

    3550 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...


  • Port-Cartier, Canada Desjardins Full time

    As a Financial Services Representative at Desjardins, you will play a critical role in helping members achieve their financial goals. Key responsibilities include developing strategies to meet the needs of members, offering investment, financing, and insurance products, and providing exceptional customer service.Main Position in the Caisse Network: Wealth...


  • Port McNeill, Canada Coastal Community Full time

    Job SummaryWe are seeking a skilled Insurance Representative, Level 2, to join our team at Coastal Community. As a key member of our financial services team, you will provide exceptional support to clients in the promotion of all insurance products and services.Key ResponsibilitiesSupport clients in the promotion of all insurance products and servicesProcess...


  • Port Colborne, Canada Meridian Credit Union Full time

    **Why Meridian?** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. Find our story here: About Meridian **Our Retail Banking Practice**: Our vision is to be recognized as the financial...


  • Port McNeill, Canada Coastal Community Full time

    Job OverviewCoastal Community is seeking an experienced Insurance Representative, Level 2, to join our team. As a key member of our insurance team, you will be responsible for promoting all insurance products and services, processing insurance-related transactions, and responding to client reports concerning loss or damage to facilitate the processing of...


  • Port McNeill, Canada Coastal Community Full time

    Job OverviewWe are seeking an Insurance Representative, Level 2, to join our team at Coastal Community. As a key member of our insurance team, you will provide support to clients in the promotion of all insurance products and services and in the processing of insurance related transactions for personal lines, automobile insurance, and some commercial...


  • Port McNeill, Canada Coastal Community Full time

    Job DetailsDescription**About the Role**We are seeking an Insurance Representative, Level 2, to join our team at Coastal Community. As a key member of our insurance team, you will provide support to clients in the promotion of all insurance products and services and in the processing of insurance related transactions for personal lines, automobile insurance,...


  • Port McNeill, Canada Coastal Community Full time

    Job SummaryWe are seeking an Insurance Representative, Level 2 to join our team at Coastal Community. As a key member of our insurance team, you will provide exceptional customer service and support to clients in the promotion of all insurance products and services.Key ResponsibilitiesProvide support to clients in the promotion of all insurance products and...


  • Port Perry, 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...


  • Port Alberni, 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...

Financial Services Representative

2 months ago


Port McNeill, Canada Coastal Community Full time

Job Summary

We are seeking a highly skilled Member Service Representative to join our team at Coastal Community. As a key member of our team, you will be responsible for providing exceptional customer service to our members, processing financial transactions, and promoting our products and services.

Key Responsibilities

  • Process a variety of financial and non-financial transactions for members within established guidelines.
  • Provide sales and service expertise to inform members of new products and services.
  • Answer telephone inquiries and provide assistance to members.
  • Provide members with access to safety deposit boxes.
  • Perform end-of-day processing and balancing in a timely manner.

Requirements

  • Secondary school diploma with academic emphasis.
  • 1 year post-secondary education.
  • Up to 1 year of work experience in a sales and service position.

Preferred Qualifications

  • Keyboarding skills of 40 wpm and proficiency with Windows products such as Outlook, Word, and Excel.
  • Excellent communication and listening skills.
  • Ability to multitask and adapt to changing situations.

About Us

Coastal Community is a 100% member-owned financial institution with over $4 billion in assets under management. We are committed to serving our local community and making meaningful contributions to the communities we call home.

What We Offer

  • A comprehensive total rewards package.
  • A workplace culture that values diversity, equality, and inclusion.
  • Opportunities for growth and development.

Hourly Wage Range

$24.80 to $29.32