Business Banking Officer
1 week ago
Location(s): Help Headquarters
Job Type: Full Time Regular
myWork Program: Hybrid
Starting Salary Range: $49, $57,200.00
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 signors 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.
- A 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
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 or 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.
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