Enterprise partner marketing manager generating pipeline for Docebo’s AI - powered learning platform. Leading regulated - industry campaigns, ABM programs, and partner - driven field events.
About the role
- Account Representative serving Coastal Community Credit Union members through contact-centre sales and financial services. Building relationships, resolving concerns, and matching members with lending, deposit, and investment products.
Responsibilities
- 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
- 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
- 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
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