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 outstanding 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 ass

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