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Member Services Specialist - Financial Solutions

Job in Penticton, Kelowna, BC, U2A, Canada
Listing for: Coastal Community Credit Union
Full Time position
Listed on 2026-08-22
Job specializations:
  • Finance & Banking
    Financial Sales, Bank Customer Service, Banking & Finance
  • Customer Service/HelpDesk
    Bank Customer Service, Banking & Finance
Job Description & How to Apply Below
Location: Penticton

Coastal Community Credit Union is seeking an Account Representative in British Columbia to deliver full member service for all credit union products and to build enhanced member relationships. The role emphasizes sales, lending and deposit knowledge with a focus on delivering excellent customer experiences.

The position supports member growth through referrals, handling memberships, and cross-selling financial products while adhering to policies and procedures.

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