Associate, Business Banking - Victoria, Canada - Coast Capital Savings

Coast Capital Savings

Verified Company

Victoria, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

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.

Associate, Business Banking

Location:
Victoria
Job Type: Full Time
myWork Options: In-person, Hybrid
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 (nonsecurity) 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
Responsible for credit monitoring and compliance requirements which includes obtaining and analysis of financial statements, margin and other reports. Support prefunding due diligence and security documentation completion and followup.
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?

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- 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 re