At Coast Capital, we’re not dreaming about a better future, we’re building one. Part of the Coast Capital Savings Federal Credit Union family of brands, we’ve been unlocking financial opportunities that positively impact people and communities for more than 85 years. We believe that every Canadian deserves a financial partner who actually cares how things turn out and driven by our social purpose, we look at everything we do through the lens of how we can help our members, employees, and communities.

We’re deeply committed to making our financial cooperative a great place to work—Coast Capital is a platinum member of Canada’s Best Managed Companies and one of Canada’s Most Admired Corporate Cultures.

Enhanced Criminal Record Check Credit Check

Reporting to the Director, Commercial Real Estate, the Associate supports an assigned team of Relationship Managers in the Commercial Real Estate team in the preparation, execution and fulfillment of everyday banking products/solutions, and the preparation of financial analysis and credit requests, including annual reviews of credit facilities. Focus of the role is to support commercial lending activity, deposit gathering, and risk and general account management of the commercial portfolio. The position will be exposed to varying deal complexity and sophisticated portfolio of members where the incumbent will be a key contact to commercial members to ensure smooth delivery of our services.

Based in Victoria, BC, you will be joining an established team with a strong market share, engaging with many of the top real estate developers, commercial property investors, and industry professionals active on Vancouver Island. This role has a proven track record of leading to career advancement opportunities in more senior roles within commercial real estate lending, business banking, finance, and the real estate development industry. Plan, organize and complete assigned tasks such that all tasks are completed in a timely manner and to standard quality, while at all times maintaining a high level of customer service.

Process customer requests accurately and within specified timeframes, in accordance with Credit Union Policies & Procedures and applicable legislative/regulatory requirements, to effectively and efficiently support and sustain exemplary customer sales, service and non-credit fulfillment. Provide proactive, friendly, courteous, knowledgeable and professional customer service, identifying opportunities and initiate qualified referrals to others including Retail or Commercial business Lines to add value to the customer relationship. Take ownership of customer 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. 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.

Actively identify, record and advise RMs of any potential risk issues. Recommend workflow and administrative process alternatives to improve efficiencies and customer service. Assist in resolving audit and customer issues, ensuring irregularities are corrected, and provide timely, effective problem resolution, escalating issues as needed.

Responsible for credit monitoring and compliance requirements which include obtaining and analysis of financial statements, margin and other reports. Protect the Credit Union’s assets by understanding the risks and take appropriate actions relating to business banking. Identify risk related to personal banking, including deposit, investment and lending products and regulations, Bank Policies & Procedures, legal and ethical requirements, process requirements and established guidelines, to maintain operational integrity.

Understand and comply with all regulatory and compliance requirements. Prevent loss due to fraud, counterfeiting, money laundering, or defalcation; Provide administrative support to the department (couriers, stationary orders, etc) Actively collaborate with other business partners such as Syndications, GRM and branch contacts, to assist RMs in executing sales and referral opportunities, and in acquiring and retaining profitable commercial relationships.

Experience in financial services including exposure to lending, commercial banking, portfolio management and business development.

High School

Diploma plus completion of a Diploma Program (two years of formal education or equivalent). A Bachelor’s Degree in Business/Commerce, MBA or other relevant designation (i.e. accounting designation) would be an asset. Completion of commercial real estate Industry specific post-secondary programs or internships may be given consideration in lieu of some of the required years of job-related experience.





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.

Basic knowledge of various legal entity structures and contract law. Proficient knowledge in computer programs working with Excel, Word, PowerPoint and Outlook. 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.

If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact us at [email protected] 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.

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.

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 perks.

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. #

📌 Salesperson Associate (Victoria)
🏢 Coast Capital Savings
📍 Victoria