Posting Deadline : Please submit your application by 11 : 59 PM PST, June 23, 2022
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 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 :
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?
Ideally, you are a flexible, collaborative team player with :
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?
Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island.
We’re proud of the legacy we’ve built and the things that make us who we are :
If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work / life balance because we want you to spend your career here. Many people do!
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