Associate, Business Banking - 6 Months Temp

Coast Capital Savings Federal Credit Union

Langley, CA
Base: $65,800.00 - $79,000.00; bonus/equity: not s...
On-site
Preparation of financial analysis
Credit requests and annual reviews
Everyday banking products/solutions
As the Associate, you’ll help in the preparation, execution and fulfillment of everyday banking products/solutions, including simple cash management products and the preparation of financial analysis and credit requests, including annual reviews of credit facilities

Job Summary

  • As the Associate, you’ll help in the preparation, execution and fulfillment of everyday banking products/solutions, including simple cash management products and the preparation of financial analysis and credit requests, including annual reviews of credit facilities.
  • Provide proactive, friendly, courteous, knowledgeable and professional customer service, identifying opportunities and initiating qualified referrals to others including Retail or Commercial business lines to add value to the member relationship.
  • Actively collaborate with other business partners such as Syndications, Group Risk Management and branch contacts, to assist Relationship Managers in executing sales and referral opportunities, and in acquiring and retaining profitable commercial relationships.

Matching Summary

As the Associate, you’ll help in the preparation, execution and fulfillment of everyday banking products/solutions, including simple cash management products and the preparation of financial analysis and credit requests, including annual reviews of credit facilities.

Salary

Base: $65,800.00 - $79,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Preparation of financial analysis
  • Credit requests and annual reviews
  • Everyday banking products/solutions
  • Simple cash management products
  • Proficiency in Excel and Microsoft Office

Nice-to-have

  • Proactive, friendly, courteous service
  • Member satisfaction ownership
  • Collaborate with business partners
  • Commitment to equity and inclusion

Key Requirements

  • Diploma in Business, Finance or related
  • 4-6 years financial industry experience
  • 1 year work experience at Coast
  • Strong knowledge in financial services
  • Exposure to lending, commercial banking
  • Portfolio management and business development

Work Rights

Not specified

Tailored Resume

Cover Letter