Job Description

As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community – almost $90 million since 2000 alone – because when our members do well, we believe our communities should do well too.

Business Banking Officer, Advice Centre

Location: British Columbia (CA-BC), Surrey Job Type: Part Time myWork Options: In-person, Hybrid, Remote
What’s the job?
As our Business Banking Officer – Advice Center, you will establish and deepen member relationships through the alternative contact channels that the Advice Centre offers to our members. Within your role, you will proactively identify products and services to meet members’ needs and help them achieve their goals, build and foster new business relationships, and onboard new business members. In addition, as a Business Banking Officer you will be provided an opportunity to develop your skills, and gain experiences in support of the broader commercial and business banking environment.

What you’ll get to do:

• General account management including opening and closing business accounts, managing non-registered investments and amending/changing signors on Business accounts
• Participate in effective and efficient call handling and management of time that supports the achievement of the current service level agreement
• Utilize the Help process to ensure consistent call quality results and implements coaching feedback from the Quality Coach and management team to improve Help Process results
• Provide service support for basic Cash Management products, seeking assistance from specialists in cash management as needed
• Identify new and existing business members’ needs and initiate discussions on Coast Capital products and services to help our members grow and protect their business assets.
• Proactively and creatively offer helpful solutions/alternatives to customer inquiries
• Develop and create new business member relationships
• Ensure our business members have access to alternative service channels, such as online banking, Payroll deposit and PAC.
• Achieve production results in a needs-based environment for the fulfillment and distribution of business' financial needs.
• Actively collaborate with other business partners and branch contacts to assist in identifying and referring opportunities to support commercial relationships
• Build business banking acumen and capability to heighten commercial banking awareness

Who are we looking for?

• Individuals with an entrepreneurial spirit who are excited about working with small business client to help them meet their goals.
• A least 1 year of job-related financial services or entrepreneurial experience, ideally including exposure to lending, small or commercial banking, portfolio management and/or business development.
• Post-secondary education in finance, business administration or a related field
• Excellent organizational skills with orientation to detail and large volumes of work.
• Demonstrated business acumen and ability to understand financial statements.
• Strong analytical skills and confidence in exploring and capturing customer needs and helping to find and recommend solutions.

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Why join Coast Capital?

Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.

Equity, Diversity & Inclusion at Coast Capital

At Coast Capital, we value diversity, equity and inclusion. We’re not all the same and we like it that way. We don’t just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

COVID-19 at Coast Capital

Coast Capital Savings is committed to the health and safety of our employees, member, and communities. With this commitment in mind, Coast Capital complies with all public health mandates (provincially and/or federally, as applicable) and has implemented various safety measures, including requiring all employees to be fully vaccinated against COVID-19, and making COVID vaccination a pre-condition to employment with Coast Capital. All successful applicants must provide acceptable evidence of full vaccination against COVID-19, before any contract of employment becomes final and binding, and before your start date can be set. Exceptions may apply where vaccination is not possible for medical or religious reasons that are protected under Canadian human rights laws. Should successful applicants require a medical or religious accommodation related to vaccination please discuss whether an exception may apply with your Talent Acquisition Advisor.