Location(s): Victoria, Admin - Douglas St
Job Type: Full Time Regular
myWork Program: Hybrid
Starting Salary Range: $65,800.00 - $79,000.00
Background Screening Requirement:
- Enhanced Criminal Record Check
- Credit Check
- Identity Verification
- Employment Verification
- References
What’s the job?
We’re looking for an Associate to support a team of Relationship Managers in Business Banking. As the Associate, you’ll help in the preparation, execution and fulfillment of everyday banking products/solutions, including simple cash management products and the preparation of financial analysis and credit requests, including annual reviews of credit facilities.
What you’ll get to do:
- Plan, organize and complete assigned tasks so they’re completed in a timely manner and to quality standards, while at all times maintaining a high level of customer service
- Provide proactive, friendly, courteous, knowledgeable and professional customer service, identifying opportunities and initiating qualified referrals to others including Retail or Commercial business lines to add value to the member relationship. Take ownership of member satisfaction by thoroughly identifying their needs, gathering information and handling any problems/issues tactfully and effectively
- Prepare everyday banking (including account opening documentation), lending (non-security) and investment product documentation in a courteous and knowledgeable manner in accordance with established standards and legislative/regulatory requirements
- Provide service support for basic Cash Management products, referring to specialists in cash management as needed
- Assist in the preparation of credit applications, collection and assimilation of information necessary to make credit decisions. Conduct initial financial analysis before consulting with Relationship Managers to assess borrower, industry and facility risk.
- Responsible for credit monitoring and compliance requirements which includes obtaining and analysis of financial statements, margin and other reports. Support pre-funding due diligence and security documentation completion and follow-up.
- Actively collaborate with other business partners such as Syndications, Group Risk Management and branch contacts, to assist Relationship Managers in executing sales and referral opportunities, and in acquiring and retaining profitable commercial relationships.
Who are we looking for?
- Successful candidates will have completed a Diploma in Business, Finance or other related disciplines and have 4-6 years’ experience in the financial industry or equivelent to 1 year of work experience at Coast.
- Strong knowledge in financial services including exposure to lending, commercial banking, portfolio management and business development.
- Proficiency in Excel and Microsoft Office products is required.
- Fundamental knowledge of commercial products (credit and deposits)
- Basic knowledge of financial statements and analytical skills, accounting principles
- Basic knowledge of commercial credit (analysis, policies, security analysis and monitoring)
- Basic knowledge of retail credit analysis, policies, security and legal procedures
- Basic knowledge of deposit and cash management products
Equity, Diversity & Inclusion at Coast Capital
Don’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone – including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. 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. You may be just the right candidate for this or other opportunities 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 of our employees, our members, and our community.
Coast Capital is committed to providing an accessible recruitment experience. If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact us at accessibility@coastcapitalsavings.com or 778-391-5836. This contact is intended solely for inquiries or feedback related to accessibility barriers, accommodation requests or alternate format requests. We will work with you to ensure your needs are met. You will only receive a response to inquiries related to these topics.
