Account Representative 3 – Union

Coastal Community

. Provide a full range of member service for all credit union services through a variety of channels .

Posted 10/5/2026full-timeNanaimo • CanadaMid-LevelSenior💰 CA$49,749 - CA$60,923 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in member service and relationship management within the credit union sector, with a strong focus on sales initiatives and financial product knowledge. Proficient in lending processes and capable of resolving complex member inquiries effectively.

Highest-signal resume keywords

Financial Services ExperienceMSR Level 2 CertificationLending Product KnowledgeSales Program CompletionCredit Union Operations Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Lending Application ProcessingCredit Union Products KnowledgeRegistered and Non-Registered ProductsBanking System ProficiencyLoans Origination System

Soft Skills

Excellent Communication SkillsInterviewing SkillsAbility to MultitaskJudgment in Decision-Making

Tools & Technologies

Computer Navigation SkillsKeyboarding Skills

Certifications & Qualifications

CUIC 210 CertificationCUIC 240 CertificationCUIC Fellowship Designation (Pursuing)

Industry Keywords

Member ServiceSales InitiativesFinancial Needs AssessmentBranch OperationsCompetitive Financial Marketplace

About the role

Key responsibilities & impact

Provide a full range of member service for all credit union services through a variety of channels
Develop, maintain and expand member relationships with Coastal Community Credit Union and other business lines
Achieve goals through effective sales and service initiatives
Use Coastal Connections interviewing skills to identify member needs and match them with appropriate products and services
Proactively identify and complete quality referrals across Coastal Community business lines
Perform MSR 2 duties, including opening memberships, selling registered and non-registered products, and cross-selling card products
Authorize transactions and provide overrides within assigned limits and authority
Resolve member concerns and escalate issues beyond authority to the Branch Manager or Assistant Manager
Provide service for transactions involving investments, registered products, personal lending products and creditor insurance
Listen to and engage members to understand financial needs and provide resolutions through information, product/service matching or referrals
Handle complex lending transactions and refer lending approvals or non-routine decisions when required
Perform other related duties as assigned

Requirements

What you’ll need

Minimum of 3 years' financial services experience or an equivalent combination of post-secondary education and experience
Successful completion of Coastal Community's MSR Level 2 exam
Completed CUIC 210 (Credit Union Consumer & Residential Mortgage Lending)
Completed CUIC 240 (Fundamentals of Personal Financial Planning)
Actively pursuing CUIC Fellowship Designation
Working 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
Solid understanding of the competitive environment in the financial marketplace and local communities within the region
Proven track record of achieving superior sales results
Working knowledge of lending application processing policies and procedures
Working knowledge of lending products
Advanced knowledge of credit union products and services, registered and non-registered products, banking system and loans origination system
Excellent communication skills and ability to articulate clearly and concisely
Interviewing skills and ability to ask probing questions
Ability to multitask
Above-average keyboarding and internet/computer navigation skills
Ability to use judgment in developing recommendations/decisions impacting credit union operations
Previous call centre experience is an asset

Benefits

Comp & perks

Comprehensive total rewards package
Work/life balance
Substantial extended benefits package
11.75% employer-paid RRSP contribution
Investments in education and training
Banking perks
5% premium above the regular rate for hours worked beyond 6:00pm on shifts ending by 8:30pm, per the collective agreement