Location
duncan, bc, Canada
Posted
July 13, 2026
Job Description
Requisition Number: ACCOU
Position Type: Permanent
Account Representative – Part‑Time
Duncan Branch
Duncan, BC V9L 3R7, CAN
About the Role
We are a financial services co‑operative serving Vancouver Island and surrounding regions. We seek an Account Representative who is passionate about improving people’s financial health through lending, sales, and member service.
Responsibilities
- Accountable for achieving goals through effective sales and service initiatives.
- Use Coastal Connections interviewing skills to uncover and match member needs with appropriate products and services.
- Proactively identify and complete quality referrals within all Coastal Community business lines.
- Perform all MSR 2 duties, including opening new memberships, selling registered and non‑registered products, and cross‑selling card products.
- Authorize transactions and provide overrid...