Associate, Business Banking

3 weeks ago

Victoria, Canada Coast Capital Savings Full time

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 (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
- 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?**
- 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

  • Business Banking Associate

    3 weeks ago

    Victoria, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** - TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector, providing customized solutions to build a strategy...

  • Business Banking Associate

    3 weeks ago

    Victoria, Canada TD Bank Full time

    405745BR Commercial Banking Victoria, BC April 10, 2023 Company Overview Department Overview - TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector, providing customized solutions to build a strategy that’s right for them...

  • Personal Banking Associate

    4 weeks ago

    Victoria, Canada TD Bank Full time

    **Personal Banking Associate**: - 425210BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - #860-2945 Jacklin Road **Employment Type** - Regular **City** - Victoria **Time Type** - Part Time **Province/State** - British Columbia **Hours** - 18.75 **Workplace Model** - Onsite **Pay Details** **Department...

  • Personal Banking Associate

    4 weeks ago

    Victoria, Canada TD Bank Full time

    **Personal Banking Associate**: - 425265BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 107-2187 Oak Bay Avenue **Employment Type** - Regular **City** - Victoria **Time Type** - Full Time **Province/State** - British Columbia **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department...

  • Personal Banking Associate

    2 weeks ago

    Victoria, Canada TD Bank Full time

    **Personal Banking Associate**: - 426041BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 1568 Fairfield Road **Employment Type** - Regular **City** - Victoria **Time Type** - Full Time **Province/State** - British Columbia **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department Overview** At...

  • Personal Banking Associate Trainee

    2 months ago

    Victoria, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Personal Banking Associate

    4 weeks ago

    Victoria, Canada TD Bank Full time

    425210BR Retail Banking - Customer Service Victoria, BC November 15, 2023 Hours 18.75 Workplace Model Onsite Pay Details Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions,...

  • Personal Banking Associate

    2 weeks ago

    Victoria, Canada TD Bank Full time

    426041BR Retail Banking - Customer Service Victoria, BC November 24, 2023 Hours 37.5 Workplace Model Onsite Pay Details Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our...

  • Personal Banking Associate

    2 months ago

    Victoria, Canada BMO Financial Group Full time

    3616 Shelbourne Street Victoria British Columbia,V8P 5J5 As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below. Our student experience is designed to integrate you...

  • Personal Banking Associate Trainee

    2 months ago

    Victoria, Canada TD Bank Full time

    413120BR Retail Banking - Financial Services Victoria, BC June 30, 2023 Company Overview Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our customers...

  • Personal Banking Associate

    2 weeks ago

    Victoria, Canada TD Bank Full time

    **Work Location**: Victoria, British Columbia, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: **Assist customers with their day to day banking needs and provide them with suitable financial solutions. This includes new accounts, credit products, basic investment advice, and promoting all banking products and...

  • Relationship Manager, Business Banking

    2 weeks ago

    Victoria, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Personal Banking Associate

    5 days ago

    Victoria, British Columbia, Canada TD Bank Full time

    Work Location:Victoria, British Columbia, CanadaHours:37.5Line of Business:Personal & Commercial BankingPay Details:Assist customers with their day to day banking needs and provide them with suitable financial solutions. This includes new accounts, credit products, basic investment advice, and promoting all banking products and services to create a customer...

  • Personal Banking Associate

    2 weeks ago

    Victoria, Canada BMO Financial Group Full time

    1225 Douglas Street Victoria British Columbia,V8W 2E6 Fluency in English and Mandarin (strongly favorable) Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO...

  • Relationship Manager, Business Banking

    5 days ago

    Victoria, British Columbia, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Personal Banking Associate

    2 weeks ago

    Victoria, Canada BMO Financial Group Full time

    735 Goldstream Ave, Unit 101 Victoria British Columbia,V9B 2X4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer...

  • Client Service Associate, Commercial Banking

    4 weeks ago

    Victoria, Canada Scotiabank Full time

    Requisition ID: 168193 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: In this role you will contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business...

  • Relationship Manager, Business Banking

    1 week ago

    Victoria, Canada Canadian Imperial Bank of Commerce Full time

    Relationship Manager, Business Banking page is loaded Relationship Manager, Business Banking Apply locations Victoria, BC time type Full time posted on Posted 2 Days Ago job requisition id 2413293 We’re building a relationship-oriented bank for the modern world. We need...

  • Relationship Manager, Business Banking

    1 week ago

    Victoria, Canada Canadian Imperial Bank of Commerce Full time

    Relationship Manager, Business Banking page is loaded Relationship Manager, Business Banking Apply locations Victoria, BC time type Full time posted on Posted 2 Days Ago job requisition id 2413293 We’re building a relationship-oriented bank for the modern world. We need...

  • Senior Manager

    2 months ago

    Victoria, Canada Canadian Imperial Bank of Commerce Full time

    Senior Manager & Team Lead, Business Banking - Vancouver Island Market page is loaded Senior Manager & Team Lead, Business Banking - Vancouver Island Market Apply locations Victoria, BC time type Full time posted on Posted 2 Days Ago job requisition id 2405513 We’re...