Member Service Representative 1 (PT)

Member Service Representative 1 (PT)
Job Number # 
Coastal Community Credit Union
Job Location(s) 
Number of Positions 
Date Posted 
Jul 28, 2022
Apply By 
Aug 14, 2022
Start Date 
Part Time
NOC Code 
For more information, please visit

Who are we?
Coastal Community has been in business over 70 years, and we’re proud of the things that make us who we are:


  • We’re 100% member-owned and locally-based—all of Coastal Community’s operations, Board of Directors and employees are based on Vancouver Island and the Gulf Islands, with all decisions made locally.
  • We’re a growing organization with over 2.5 billion in Credit Union assets, serving over 100,000 members and clients through our 24 branches, 16 insurance offices and 4 business centres.
  • We believe in making meaningful contributions to the communities we call home, and in the last five years alone, we’ve contributed $2.5 million to community partners across our islands.

    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 a Member Service Representative, 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, under direct supervision you will process a variety of financial and non-financial transactions for members within the guidelines established. 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 a Member Service Representative 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:

  • Accurately processes a variety of transactions to meet the needs of our members.
  • Providing sales and service expertise to inform members of new products/services and changes to existing products/services.
  • Answering telephone inquiries.
  • Providing members access into safety deposit boxes.
  • End of day processing and balancing to be completed in a timely manner as per established procedures.
  • Performing other related duties as assigned.

What are we looking for?

  • A secondary school diploma with academic emphasis
  • 1 year post-secondary education
  • Up to 1 year of work experience in a sales and service position

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

  • 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.
  • Effective listening skills to engage members in conversation to understand and identify their immediate financial needs, and provide resolution through sourcing information, matching an appropriate product/service and/or referring members to the appropriate individual to complete their request.
  • The ability to multitask with keyboarding and internet/computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service.
  • Interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns/questions/requests.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

How to Apply 

If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here. Many people do!

Candidates can apply at: