Account Manager

Job Details

Description

**Posting Deadline: Please submit your application by 11:59 PM PST, June 15, 2026**

Position Type: Temporary

Duration: Approximately twelve (12) months

Together, Let’s Do Great Things!

We're a financial services co-operative with an expansive reach on Vancouver Island, the Gulf and Discovery islands and North Central BC. Joining us is your chance to work, and do good, locally. We are looking for an Account Manager to support the Capital Region, so if you’re passionate about improving people’s financial health and have experience with a wide range of financial services including loans, investments, registered products and personal mortgages, we’d like to hear from you.

What’s the role?

As an Account Manager, you excel at growing new and existing relationships. Working with our team of professionals, you’ll offer a range of financial services to our members—and spot opportunities to refer them to experts in our other business lines to help us provide comprehensive solutions.

What are we looking for?

• A secondary school diploma with an academic emphasis plus 1 year post-secondary education with up to 1 year of work experience in a sales and service environment;
• A minimum of 3 years of financial experience and 2 years of lending experience or an equivalent combination of education and experience;
• Preferably, a thorough understanding of credit union operations, principles and values.

Ideally, you are a flexible, collaborative team player with:

• Proven sales experience and demonstrated leadership skills;
• Proven knowledge of deposit and loan products and services
• Demonstrated personal lending knowledge;
• Solid understanding of the competitive environment in the financial marketplace, and local communities within the region;
• Proven social networking skills and an ability to connect with individuals inside and outside the organization.

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?

Established in 1946, Coastal Community Credit Union puts people's needs first and invests in communities across Vancouver Island, the Discovery and Gulf Islands, and in North Central BC. We’re proud of the legacy we’ve built and the things that make us who we are:

• We’re 100% member-owned, with all decisions made locally—right here in BC.
• We’re a growing organization with $5.6 billion in assets under management.
• Coastal Community helps improve the financial health of over 110,000 members as well as insurance and wealth clients through our 32 branches, 19 insurance offices, our business centres, plus our wide range of online and digital services.
• We believe in making meaningful contributions to the communities we call home through grants, education awards, sponsorships, and fundraising.

At Coastal Community we are dedicated to serving our local community by prioritizing diversity, equality, inclusion, and supporting a sense of belonging for all. We value every individual’s unique experience and perspective. As a result, we empower individuals to achieve their financial goals, enrich lives, and build healthier communities.

Embarking on a journey with Coastal Community means joining an exceptional team, engaging in meaningful work, and enjoying fulfilling experiences along the way. We take pride in offering a comprehensive total rewards package and a workplace culture that’s second to none. This includes a commitment to work/life balance, a substantial extended benefits package, an impressive 11.75% employer-paid RRSP contribution, investments in your education and training, banking perks, and so much more! Join us and be part of a community that values your growth and success!

Career Band Range (Annual Salary) - $60,217.00 to $75,582.00

The posted salary range is designed to reflect a broad career band, encompassing a variety of roles within our organization and serves as a general guideline. Your final compensation will be tailored to your unique skills, experience, and the responsibilities of the role.

If this role resonates with your passion and skills, we would love to hear from you!

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