Business Banking Officer

Coast Capital Savings; Pitt Meadows; Hybrid; CAD 50,300 - 57,900; Full time

Benefits offered by this job

Hybrid work model

Competitive salary range

Career development

Team-based environment

Employee benefits

Job summary

Coast Capital Savings in Coquitlam area is seeking a Business Banking Officer to provide frontline service to a portfolio of small and medium business customers, identifying products and services to meet needs and onboard new members both in person and virtually.

This hybrid role offers opportunities to develop skills within the broader commercial banking environment, with a starting salary range and a pathway to grow within the team.

Qualifications

• Entrepreneurial spirit with ability to develop business relationships.
• 1+ year of financial services or entrepreneurial experience.
• Post-secondary education in finance, business administration or related field.

Responsibilities

• Open and manage business accounts; update signers on business accounts.
• Process Cash Management product applications.
• Support basic Cash Management products with specialist help as needed.
• Identify business needs and discuss Coast Capital products to grow member relationships.
• Offer solutions to customer inquiries and proactively address requests.
• Develop new business member relationships and cross-sell.

Skills

Entrepreneurial mindset

Financial services experience

Business acumen

Analytical skills

Organization & detail orientation

Education in finance / business

Education

Finance / Business administration degree

Job description

Location and Job Type

Coquitlam Branch, Austin Heights, Meadowtown Branch

Full Time Regular

myWork Program: Hybrid

Starting Salary Range: $50,300.00 - $57,900.00

Background Screening Requirement

• Enhanced Criminal Record Check
• Credit Check
• Identity Verification
• Employment Verification
• References

What’s the job?

As our Business Banking Officer you’ll be part of the broader Business Banking Team, providing exceptional front‑line service delivery to a portfolio of small and medium business customers. 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 through interactions both in person and virtually. 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 signers on Business accounts
• Process Cash Management Product applications
• 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.
• At 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.

Equity, Diversity & Inclusion at Coast Capital

At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit our employees, our members, and our community.

We are committed to building better, brighter, more inclusive futures for everyone - including our employees. If you’re excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply.

Benefits

• 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.