Associate, Online Banking

2 weeks ago

Vancouver BC, Canada Coast Capital Savings Full time

Job Type: Full Time

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.



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. 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


~ 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. 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.



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 commercial credit (analysis, policies, security analysis and monitoring)


~ Basic knowledge of retail credit analysis, policies, security and legal procedures


~ Equity, Diversity & Inclusion at Coast Capital
We are committed to building better, brighter, more inclusive futures for everyone - including our employees. 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.


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.


~ Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.


~ In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.


~ Retirement options. 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.


~ We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. 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.


~ Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.


D&I at Coast At Coast Capital, we value diversity, equity and inclusion. 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. #

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