Account Manager

Coastal Community; Victoria; On-site; CAD 56,000 - 74,000; Full time

Job summary

A leading financial institution in Victoria is looking for an Account Manager to enhance relationships and offer various financial services. Candidates should have experience in sales and financial products, including loans and investments. This role supports community engagement and offers a competitive benefits package, emphasizing work-life balance and professional growth.

Benefits

Extended benefits package

11.75% employer-paid RRSP contribution

Education and training investments

Banking perks

Work-life balance initiatives

Qualifications

• A secondary school diploma 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 equivalent education/experience.
• A thorough understanding of credit union operations, principles, and values is preferred.

Responsibilities

• Grow new and existing member relationships.
• Offer a range of financial services to members and refer to other business lines.

Skills

Sales experience

Networking skills

Team collaboration

Problem-solving

Education

Secondary school diploma

1 year post-secondary education

Job description

Overview

Job Details

Description

Posting Deadline: Please submit your application by 11:59 PM PST, September 30, 2025

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 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.

Responsibilities

• Grow new and existing member relationships.
• Offer a range of financial services to members and refer to other business lines for comprehensive solutions.

Qualifications

• 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?

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.

• We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
• We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
• We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

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) - $56,889.00 to $73,320.00

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!