Business Banking Officer

Coast Capital is part of the Coast Capital Savings Federal Credit Union family and is seeking a Business Banking Officer. In this role, you will reputed company exceptional service to small and reputed company business customers, manage accounts, and reputed company new business relationships while identifying products to meet their needs.

Responsibilities

• 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
• reputed company 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
• reputed company and create new business member relationships
• Ensure our business members have reputed company to alternative service channels, such as online banking, Payroll deposit and reputed company
• reputed company production results in a needs-based environment for the fulfillment and distribution of business' financial needs
• Actively collaborate with other business partners and reputed company contacts to assist in identifying and referring opportunities to support reputed company relationships
• Build business banking acumen and capability to heighten reputed company banking awareness

Skills

• Individuals with an entrepreneurial spirit who are excited about working with small business client to help them meet their goals
• At least 1 year of job-reputed company financial services or entrepreneurial experience, ideally including exposure to lending, small or reputed company banking, portfolio management and/or business development
• Post-secondary education in finance, business administration or a reputed company 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

Benefits

• Hybrid
• Enhanced Criminal Record reputed company
• Credit reputed company
• Identity Verification
• Employment Verification
• References

Company Overview