Member Service Representative 2 - Union

**Posting Deadline: Please submit your application by 11:59 PM PST, February 27, 2026**

Position Type: Temporary

Duration: Approximately eighteen (18) 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 a Member Service Representative 2, so if you’re passionate about improving people’s financial health and have experience with sales and service, we’d like to hear from you.

What’s the role?

As a Member Service Representative 2, under general supervision you will provide a full range of member driven transactions with respect to all credit union services (deposit and some lending products). Coastal Community Credit Union strives “to be the leaders in building relationships that improve financial health, enrich people’s lives and build healthier communities" and it is your responsibility as the Member Service Representative 2 to be the primary point of contact for members and carry the vision statement forward in order to build, maintain, attract and expand the member’s relationship with the credit union.

Your duties will include:

1. Provide sales and service expertise to inform members of new products/services and changes to existing products/services.


2. Identify and actively pursue internal referral opportunities to develop business; as well as work to achieve sales objectives.


3. Complete member driven requests, ensuring that documentation is started and/or completed and/or appointments scheduled to finalize all documentation, including but not limited to opening new memberships.


4. Initiate/complete member applications for a variety of products including but not limited to registered and non-registered products, MasterCards and campaign Quick Loans.


5. Handle member inquiries ensuring proper resolve on all matters. Confidently resolve member concerns/issues should they arise.


6. Complete preliminary estate documentation with executors.


7. As required, authorize transactions of other employees within own signing limits and provide guidance to same.


8. Performs other related duties as required.

What are we looking for?

• 1-3 years’ financial experience or an equivalent combination of education and experience;


• Completed CUIC 185 and/or CUIC 200 and be actively pursuing further education;


• Be enrolled in and/or completed a recognized public speaking course;


• Successful completion of the Level II exam;


• Completed or actively working on all annual courses;


• A proven sales record, above average MSR1 skills, and demonstrated positive leadership skills are required.

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

• Working knowledge of credit union products and services, the banking system, administration procedures and accounting.


• Keyboarding skills of 40 wpm and computer terminology are required, in addition to proficiency with Windows products such as Outlook, Word, and Excel applications.


• Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members.

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!

Full Time Role Range (Annual Salary) - $47,402.04 to $57,456.00

The wage ranges provided are based on the Union collective agreement.

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