Small Business Banking Specialist

at  Coast Capital Savings

As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community – almost $90 million since 2000 alone – because when our members do well, we believe our communities should do well too.
Small Business Banking Specialist
Oct 18, 2024
Location(s): Vancouver, Georgia Business Centre
Job Type: Full Time
myWork Options: In-person
Starting Salary Range: $54,000-70,000

• Ensure compliance requirements within CCS policies and procedures and external regulatory bodies are met.
• Demonstrate commitment by actively contributing support and participation in new Corporate initiatives.
• Dynamically and visibly work collaboratively within the branch Financial Services team, taking a leadership role in the branch in supporting other roles which interact with small businesses .
• Provide coaching, training and mentorship to peers, encouraging and providing cross-sharing of small business knowledge, on-the-job applications and experience among team members and between teams.
• Pro-actively interview both potential and existing small business customers and self-employed personal customers to determine their personal and business goals and to manage the small business household relationship building process appropriately.
• Handle walk-in small business customer traffic for small business deposit, credit or ancillary inquiries, actively cross-sell ing appropriate banking products to new and existing customers and refers clients to other CCS areas for additional needs.
• Network and engage key internal partners (ex. Wealth Management, Insurance Services, Business Services, etc) in building the business household relationship.
• Promote a customer centric team-based approach to the small business household by participating in joint customer calls and presentations.
• In conjunction with the Branch Manager, maintain a high profile among the small businesses in the community which the branch serves and participate in business development activities through active involvement in the business community