Elevate small business success with Coast Capital as a Small Business Banking Specialist. This hybrid full time role focuses on delivering tailored financial solutions that empower clients to achieve their goals.
As a Small Business Banking Specialist, you will partner with small businesses and self-employed clients within retail branches. Your role involves providing high-quality credit, deposit, and ancillary services while ensuring compliance with regulations. Actively engage in relationship building and mentor peers with your extensive knowledge and experience in small business financial needs.
Key Responsibilities:
• Conduct proactive interviews to identify client financial goals
• Provide coaching and mentorship while collaborating with team members
• Manage customer inquiries related to credit and deposits
• Develop referral opportunities across business services
• Attend community events to strengthen local business ties
Requirements:
• 4-6 years sales experience in Financial Services
• High School Diploma and relevant diploma or degree
• Proficient in banking system and credit products
• Solid understanding of small business financials
• Excellent interpersonal skills for customer relations
Bring your passion for small business banking and make a positive impact in clients' financial futures at Coast Capital.
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📌 Small Business Specialist at Coast Capital (British Columbia)
🏢 Coast Capital Savings
📍 British Columbia
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