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 excellent place to work—Coast Capital is a platinum member of Canada’s Best Managed Companies and one of Canada’s Most Admired Corporate Cultures.

Small Business Manager

Oct 30, 2026

Location(s):Guildford Branch

Job Type:Full TimeTemporary

myWork Program: Hybrid

Starting Salary Range:$65,800.00-$79,000.00

- Enhanced Criminal Record Check
- Credit Check
- Identity Verification
- References

What’s the job?

The Small Business Manager will independently manage a portfolio of between 200-400 business members in the region that have deposit and lending requirements under the guidance and coaching of a Regional Manager, Small Business Banking. Business customers (often referred to as Small Business Customers) typically have large deposit and cash management requirements and are also prime targets to cross sell other Coast Capital Savings (CCS) products and services. Where there are borrowing requirements, credit limits will typically not exceed $250,000 but could be higher based on security offered. Estimated time to be spent on various responsibilities is expected to be as follows: 90% Portfolio and Risk Management and 10% Business Development.

What you’ll get to do:

- Plan,



organize and complete assigned tasks such that all tasks are completed in a timely manner and to quality standards, while at all times maintaining a high level of customer service.
- Provide effective risk monitoring and control of a portfolio of business clients through timely completion of annual and other credit reviews, ongoing monitoring of the customers banking activities. Performance will be assessed against targets set on the basis of overdue reviews as a percentage of the portfolio under management
- Adherence to compliance and security policies and procedures, audit review
- Ensure effective management of commercial loans and mortgage exposures by ensuring i) accurate booking of limits on banking systems, ii) appropriate security and required documentation is in place in order to protect CCS’ security position and to protect CCS from unnecessary loss
- Expand quality and profitable business with existing members and new customers referred by team members. Performance will be assessed against annual targets on i) profitability of the portfolio ii) deposits and iii) referrals
- Build and deepen existing customer relationships by; Effectively onboarding a customer to CCS by taking an active role in the account opening process; Demonstrating understanding of the entrepreneur/business by using available tools e.g. WYABC




- Build and deepen existing customer relationships by expanding the business relationship through cross sales of business products e.g. business credit cards and merchant services, cash management services, payroll services, foreign exchange
- Build and deepen existing customer relationships by successful referrals to other business units in areas of retail banking, wealth management, equipment finance, commercial insurance
- Process customer’s 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 initiating qualified referrals to others including Retail and Commercial business lines in order 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.
- Provide service support for basic Cash Management products, seeking assistance from specialists in cash management as needed.
- Prepares credit applications including collection and assimilation of information as necessary to make credit decisions. Conduct financia

📌 Small Business Manager (Surrey)
🏢 Coast Capital Savings
📍 Surrey