206 Jobs Found
Enterprise Customer Success Manager Full-time Job
Customer Service MontréalJob Details
In this role, you will manage a portfolio of $2M across 200–400 small enterprise accounts, sitting within our senior-level Account Director organization. These accounts represent significant expansion potential and require a blend of scaled, data-driven engagement with the executive presence and polish needed to hold their own with stakeholders at large, complex organizations.
What you’ll do:
-
Manage a portfolio of $2M across 200+ enterprise accounts, partnering closely with Account Directors to drive retention, adoption, and expansion.
-
Serve as a credible point of contact for executive stakeholders at enterprise organizations, delivering clear and polished communication across digital and live channels.
-
Leverage customer health signals, usage data, and lifecycle insights to proactively identify risk, prioritize outreach, and uncover growth opportunities within your book.
-
Design and execute scalable success motions — automated lifecycle campaigns, onboarding journeys, webinars, and office hours — tailored to the needs of a high-volume, high-potential account segment.
-
Deliver targeted 1:1 engagement at critical lifecycle moments, including onboarding milestones, executive check-ins, risk mitigation, and expansion conversations.
-
Identify early indicators of churn or stalled adoption and deploy data-driven interventions to remove blockers and accelerate time to value.
-
Collaborate with Account Directors, RevOps, Product, Marketing, and Support to align on account strategy and improve the overall customer journey.
-
Experiment with automation, AI tools, and scalable workflows to improve how we engage and support a large, distributed customer base.
-
Analyze engagement metrics and product usage patterns to continuously refine success programs and drive measurable outcomes across your portfolio.
About you:
-
5+ years of experience in Customer Success, Account Management, or customer-facing roles within B2B SaaS/software, preferably managing enterprise accounts.
-
Experience managing complex enterprise customers with multiple stakeholders, departments, and implementation cycles.
-
Proven track record of driving customer outcomes, adoption, retention, and long-term growth.
-
Strong executive presence with the ability to engage and influence C-suite and senior business stakeholders.
-
Excellent communication, presentation, and relationship-building skills, including product demos, training, and business reviews.
-
Data-driven mindset with experience using analytics to identify risks, opportunities, and customer engagement priorities.
-
Proficiency with customer success, CRM, and engagement platforms such as Salesforce, Gainsight, Outreach, Gong, or similar tools.
-
Highly organized and process-oriented, with the ability to manage multiple priorities across a large portfolio.
-
Strong problem-solving skills and the ability to turn customer insights and data into action.
-
Comfortable working in a fast-paced, dynamic environment while maintaining a high level of customer focus.
-
Interest in automation, AI, and scalable customer engagement strategies.
-
Exposure to industrial, manufacturing, facilities, engineering, or frontline workforce environments is a plus.
This role is responsible for managing and supporting a customer portfolio based primarily in English-speaking markets (US/English Canada), requiring daily verbal and written communication in English with those customers.
What’s in it for you:
-
Competitive salary and meaningful equity opportunities.
-
Healthcare, dental, and vision coverage.
-
401(k) / RRSP enrollment program.
-
Take what you need PTO.
-
A work culture where you’ll work alongside people across the globe who reflect the MaintainX values: Smart, Humble, Optimist. We believe in meritocracy, where ideas and effort are publicly celebrated.
Enterprise Customer Success Manager
MaintainX
MontréalCustomer Service Full-time
Learn More
Enterprise Customer Success Manager Full-time Job
Customer Service MontréalJob Details
In this role, you will manage a portfolio of $2M across 200–400 small enterprise accounts, sitting within our senior-level Account Director organization. These accounts represent significant expansion potential and require a blend of scaled, data-driven engagement with the executive presence and polish needed to hold their own with stakeholders at large, complex organizations.
What you’ll do:
-
Manage a portfolio of $2M across 200+ enterprise accounts, partnering closely with Account Directors to drive retention, adoption, and expansion.
-
Serve as a credible point of contact for executive stakeholders at enterprise organizations, delivering clear and polished communication across digital and live channels.
-
Leverage customer health signals, usage data, and lifecycle insights to proactively identify risk, prioritize outreach, and uncover growth opportunities within your book.
-
Design and execute scalable success motions — automated lifecycle campaigns, onboarding journeys, webinars, and office hours — tailored to the needs of a high-volume, high-potential account segment.
-
Deliver targeted 1:1 engagement at critical lifecycle moments, including onboarding milestones, executive check-ins, risk mitigation, and expansion conversations.
-
Identify early indicators of churn or stalled adoption and deploy data-driven interventions to remove blockers and accelerate time to value.
-
Collaborate with Account Directors, RevOps, Product, Marketing, and Support to align on account strategy and improve the overall customer journey.
-
Experiment with automation, AI tools, and scalable workflows to improve how we engage and support a large, distributed customer base.
-
Analyze engagement metrics and product usage patterns to continuously refine success programs and drive measurable outcomes across your portfolio.
About you:
-
5+ years of experience in Customer Success, Account Management, or customer-facing roles within B2B SaaS/software, preferably managing enterprise accounts.
-
Experience managing complex enterprise customers with multiple stakeholders, departments, and implementation cycles.
-
Proven track record of driving customer outcomes, adoption, retention, and long-term growth.
-
Strong executive presence with the ability to engage and influence C-suite and senior business stakeholders.
-
Excellent communication, presentation, and relationship-building skills, including product demos, training, and business reviews.
-
Data-driven mindset with experience using analytics to identify risks, opportunities, and customer engagement priorities.
-
Proficiency with customer success, CRM, and engagement platforms such as Salesforce, Gainsight, Outreach, Gong, or similar tools.
-
Highly organized and process-oriented, with the ability to manage multiple priorities across a large portfolio.
-
Strong problem-solving skills and the ability to turn customer insights and data into action.
-
Comfortable working in a fast-paced, dynamic environment while maintaining a high level of customer focus.
-
Interest in automation, AI, and scalable customer engagement strategies.
-
Exposure to industrial, manufacturing, facilities, engineering, or frontline workforce environments is a plus.
This role is responsible for managing and supporting a customer portfolio based primarily in English-speaking markets (US/English Canada), requiring daily verbal and written communication in English with those customers.
What’s in it for you:
-
Competitive salary and meaningful equity opportunities.
-
Healthcare, dental, and vision coverage.
-
401(k) / RRSP enrollment program.
-
Take what you need PTO.
-
A work culture where you’ll work alongside people across the globe who reflect the MaintainX values: Smart, Humble, Optimist. We believe in meritocracy, where ideas and effort are publicly celebrated.
Enterprise Customer Success Manager
MaintainX
MontréalCustomer Service Full-time
Learn More
Customer Service Representative - Aulds Rd (Nanaimo) Branch Full-time Job
Customer Service NanaimoJob Details
On any given shift you will be the face of Coast Capital in the branch and balance a friendly advice and service approach with demonstrated ability to proactively listen and identify opportunities to deepen member relationships. By providing our members with support and financial advice, we help them Build a Better Future, Together. While this job is posted as a Customer Service Representative, internally, we title it a Member Service Representative, always putting members at the centre of everything we do.
Accountabilities
- Be the first friendly face our members see at Coast Capital by exhibiting our Coast Capital values;
- We build connection.
- We act with courage.
- We re-imagine.
- Build relationships with member and deliver an outstanding member experience by meeting their initial needs and proactively identifying future opportunities through money chats and so much more!
- Educating members on our alternate channels (online banking and mobile platforms) to deliver a memorable member experience
- Contribute to team results through listening, spotting opportunities and partnering with other Coast Capital team members to best meet our members financial needs
- Build a strong understanding of how Coast Capital Savings assists in providing financial well-being to our members
- Create a positive member experience by proactively taking ownership of resolving and preventing member banking issues.
- Be the first line of defense by being on the lookout for any counterfeit money or illegal transactions that may occur.
Skills & Qualifications
To be successful as a Member Service Representative in a Coast Capital branch, you must be positive, team-oriented individual with the following knowledge, skills and abilities.
- Communication – You have strong verbal English communication skills and are comfortable having sensitive conversations with members.
- Active Listening – You listen to your customer and ensure you identify the challenge they may have so you can work towards a positive outcome.
- Empathy – You understand a bank account is more than numbers on a screen and you can show understanding and respect for whatever situation a member might be in.
- Initiative – You don’t sit and wait for something to do. You see something that needs to be done, and do it.
- Problem Solving – You find job satisfaction by identifying a member problem and work towards solving it with them.
- Curiosity – You are a life-long learner who loves to grow their understanding of the financial world.
- Advisory – You are comfortable identifying opportunities and suggesting Coast Capital products to our members by referring them to other specialists within our organization.
- Adaptability – You happily handle whatever situation comes your way.
- Motivation – You are a self-motivated, positive and are looking to grow your career in customer service and/or banking.
- Integrity – You follow the documented process and do the right thing, every time. Even when no one is watching.
Why join Coast Capital Savings?
- Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
- Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
- A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
- Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
- Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
- Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
- Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
- Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
- An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
- We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
- Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.
Customer Service Representative - Aulds Rd (Nanaimo) Branch
Coast Capital Savings
NanaimoCustomer Service Full-time
46,900 - 49,600
Learn More
Member Advice Specialist (Fixed-Term 18 months) - Clearbrook Branch Full-time Job
Customer Service CalgaryJob Details
When you visit a Coast branch, you’re greeted with a line of smiling faces ready to help you with your everyday banking needs. Our friendly Member Advice Specialists are sales and customer service superstars who bring our “How can we help you?” brand to life with every member they interact with. Imagine helping our members with Fulfilling basic personal credit needs, selling and handling Low Fee More for Me Mutual Funds, Term deposits, RRSPs, Setting up electronic services like our internet banking, opening free Chequing accounts, adding overdraft protection to help avoid those nasty NSF charges. But it doesn’t end there, Member Advice Specialists do two other very importing things. First, they are sales pros. They uncover opportunities where we can better help our members with our fantastic line-up of products and services. Next, they figure out who in the company can best help that member, be it themselves or another teammate.
This is a fixed-term position of 18 months.
Accountabilities
- Getting a natural high from delivering positive and unexpected customer experience through general retail banking
- Having fun engaging customers in the “Where You Are At Money Chat” to help your customer to save, grow, protect and improve their financial well-being
- Working as a high-performing team member within the branch to ensure all checks and balances are completed around policies and regulatory requirements
- Proactively and creatively offer helpful solutions and alternatives to customer inquiries
- Earning high-fives from your managers and peers for achieving sales and referrals targets in a needs based sales environment
Skills & Qualifications
- We don’t need mathematical geniuses here, though ability to add and subtract would be useful. Mostly we just need people who are comfortable helping customers with simple financial help and promoting our products and services.
- Experience helping members in either a bank or credit union for a minimum three years, preferably where you mastered lending and investments, and you used your x-ray vision to spot sales and referral opportunities.
- You are excited to share with the world what you learned during your post-secondary education in finance, business administration or a related field. And you aren’t done learning; you have a desire to know more.
- Certificate in Investment Funds in Canada is a requirement.
- You really like building relationships with a wide variety of people and want to help them with simple financial help.
- You are a big fan of teamwork and demonstrate your team spirit every day.
- You are a multi-tasking prodigy, able to efficiently and effectively prioritize and organize what needs to get done coupled with a high attention to
Why join Coast Capital Savings?
- Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
- Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
- A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
- Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
- Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
- Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
- Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
- Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
- An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
- We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
- Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.
Member Advice Specialist (Fixed-Term 18 months) - Clearbrook Branch
Coast Capital Savings
CalgaryCustomer Service Full-time
56,300 - 67,600
Learn More
Member Services Representative - Tillicum Mall Branch Full-time Job
Customer Service VictoriaJob Details
On any given shift you will be the face of Coast Capital in the branch and balance a friendly advice and service approach with demonstrated ability to proactively listen and identify opportunities to deepen member relationships. By providing our members with support and financial advice, we help them Build a Better Future, Together. While this job is posted as a Customer Service Representative, internally, we title it a Member Service Representative, always putting members at the centre of everything we do.
Accountabilities
- Be the first friendly face our members see at Coast Capital by exhibiting our Coast Capital values;
- We build connection.
- We act with courage.
- We re-imagine.
- Build relationships with member and deliver an outstanding member experience by meeting their initial needs and proactively identifying future opportunities through money chats and so much more!
- Educating members on our alternate channels (online banking and mobile platforms) to deliver a memorable member experience
- Contribute to team results through listening, spotting opportunities and partnering with other Coast Capital team members to best meet our members financial needs
- Build a strong understanding of how Coast Capital Savings assists in providing financial well-being to our members
- Create a positive member experience by proactively taking ownership of resolving and preventing member banking issues.
- Be the first line of defense by being on the lookout for any counterfeit money or illegal transactions that may occur.
Skills & Qualifications
To be successful as a Member Service Representative in a Coast Capital branch, you must be positive, team-oriented individual with the following knowledge, skills and abilities.
- Communication – You have strong verbal English communication skills and are comfortable having sensitive conversations with members.
- Active Listening – You listen to your customer and ensure you identify the challenge they may have so you can work towards a positive outcome.
- Empathy – You understand a bank account is more than numbers on a screen and you can show understanding and respect for whatever situation a member might be in.
- Initiative – You don’t sit and wait for something to do. You see something that needs to be done, and do it.
- Problem Solving – You find job satisfaction by identifying a member problem and work towards solving it with them.
- Curiosity – You are a life-long learner who loves to grow their understanding of the financial world.
- Advisory – You are comfortable identifying opportunities and suggesting Coast Capital products to our members by referring them to other specialists within our organization.
- Adaptability – You happily handle whatever situation comes your way.
- Motivation – You are a self-motivated, positive and are looking to grow your career in customer service and/or banking.
- Integrity – You follow the documented process and do the right thing, every time. Even when no one is watching.
Why join Coast Capital Savings?
- Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
- Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
- A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
- Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
- Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
- Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
- Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
- Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
- An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
- We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
- Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.
Member Services Representative - Tillicum Mall Branch
Coast Capital Savings
VictoriaCustomer Service Full-time
46,900 - 49,600
Learn More
Member Services Representative - Tillicum Mall Branch Full-time Job
Customer Service VictoriaJob Details
On any given shift you will be the face of Coast Capital in the branch and balance a friendly advice and service approach with demonstrated ability to proactively listen and identify opportunities to deepen member relationships. By providing our members with support and financial advice, we help them Build a Better Future, Together. While this job is posted as a Customer Service Representative, internally, we title it a Member Service Representative, always putting members at the centre of everything we do.
Accountabilities
- Be the first friendly face our members see at Coast Capital by exhibiting our Coast Capital values;
- We build connection.
- We act with courage.
- We re-imagine.
- Build relationships with member and deliver an outstanding member experience by meeting their initial needs and proactively identifying future opportunities through money chats and so much more!
- Educating members on our alternate channels (online banking and mobile platforms) to deliver a memorable member experience
- Contribute to team results through listening, spotting opportunities and partnering with other Coast Capital team members to best meet our members financial needs
- Build a strong understanding of how Coast Capital Savings assists in providing financial well-being to our members
- Create a positive member experience by proactively taking ownership of resolving and preventing member banking issues.
- Be the first line of defense by being on the lookout for any counterfeit money or illegal transactions that may occur.
Skills & Qualifications
To be successful as a Member Service Representative in a Coast Capital branch, you must be positive, team-oriented individual with the following knowledge, skills and abilities.
- Communication – You have strong verbal English communication skills and are comfortable having sensitive conversations with members.
- Active Listening – You listen to your customer and ensure you identify the challenge they may have so you can work towards a positive outcome.
- Empathy – You understand a bank account is more than numbers on a screen and you can show understanding and respect for whatever situation a member might be in.
- Initiative – You don’t sit and wait for something to do. You see something that needs to be done, and do it.
- Problem Solving – You find job satisfaction by identifying a member problem and work towards solving it with them.
- Curiosity – You are a life-long learner who loves to grow their understanding of the financial world.
- Advisory – You are comfortable identifying opportunities and suggesting Coast Capital products to our members by referring them to other specialists within our organization.
- Adaptability – You happily handle whatever situation comes your way.
- Motivation – You are a self-motivated, positive and are looking to grow your career in customer service and/or banking.
- Integrity – You follow the documented process and do the right thing, every time. Even when no one is watching.
Why join Coast Capital Savings?
- Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
- Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
- A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
- Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
- Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
- Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
- Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
- Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
- An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
- We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
- Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.
Member Services Representative - Tillicum Mall Branch
Coast Capital Savings
VictoriaCustomer Service Full-time
46,900 - 49,600
Learn More
Member Advice Specialist - Future Opportunities (Surrey Region) Full-time Job
Customer Service SurreyJob Details
When you visit a Coast branch, you’re greeted with a line of smiling faces ready to help you with your everyday banking needs. Our friendly Member Advice Specialists are sales and customer service superstars who bring our “How can we help you?” brand to life with every member they interact with. Imagine helping our members with Fulfilling basic personal credit needs, selling and handling Low Fee More for Me Mutual Funds, Term deposits, RRSPs, Setting up electronic services like our internet banking, opening free Chequing accounts, adding overdraft protection to help avoid those nasty NSF charges. But it doesn’t end there, Member Advice Specialists do two other very importing things. First, they are sales pros. They uncover opportunities where we can better help our members with our fantastic line-up of products and services. Next, they figure out who in the company can best help that member, be it themselves or another teammate.
Accountabilities
- Getting a natural high from delivering positive and unexpected customer experience through general retail banking
- Having fun engaging customers in the “Where You Are At Money Chat” to help your customer to save, grow, protect and improve their financial well-being
- Working as a high-performing team member within the branch to ensure all checks and balances are completed around policies and regulatory requirements
- Proactively and creatively offer helpful solutions and alternatives to customer inquiries
- Earning high-fives from your managers and peers for achieving sales and referrals targets in a needs based sales environment
Skills & Qualifications
- Certificate in Investment Funds in Canada is a must have requirement.
- We don’t need mathematical geniuses here, though ability to add and subtract would be useful. Mostly we just need people who are comfortable helping customers with simple financial help and promoting our products and services.
- Experience helping members in either a bank or credit union for a minimum three years, preferably where you mastered lending and investments, and you used your x-ray vision to spot sales and referral opportunities.
- You are excited to share with the world what you learned during your post-secondary education in finance, business administration or a related field. And you aren’t done learning; you have a desire to know more.
- You really like building relationships with a wide variety of people and want to help them with simple financial help.
- You are a big fan of teamwork and demonstrate your team spirit every day.
- You are a multi-tasking prodigy, able to efficiently and effectively prioritize and organize what needs to get done coupled with a high attention to detail.
Why join Coast Capital Savings?
- Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
- Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
- A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
- Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
- Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
- Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
- Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
- Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
- An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
- We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
- Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.
Member Advice Specialist - Future Opportunities (Surrey Region)
Coast Capital Savings
SurreyCustomer Service Full-time
56,300 - 67,600
Learn More
Relationship Manager - Ready Now (Victoria Region) Full-time Job
Management TimminsJob Details
At most Financial Institutions this position is normally called a Senior Financial Advisor, but at Coast Capital Savings, we call this role a Relationship Manager. From identifying lending/credit and investments opportunities, to day-to-day banking needs for our members, the Relationship Manager is a Coast Capital ambassador in our branches, putting members first and finding solutions to their unique financial needs. Through championing Coast Capital’s values and purpose, the Relationship Manager will support new member acquisition while deepening relationships with existing members through providing trusted advice. Join a leader in the financial services that provides simple financial help with our innovative products and services.
Accountabilities
- Get to know your members on a deeper level by asking the right questions so you can deliver a positive and unexpected customer experience.
- Use your banking expertise to match your customer’s needs with our high-quality core banking, lending, and investment options.
- Collaborate with other teams in the branch to uncover and refer general insurance, complex investment needs, personal insurance, and small business needs.
- Engage your customers in the “Where You’re at Money Chat” and maximize every opportunity to help customers manage, save, grow, and protect their financial well-being.
- Help Coast change the way Canadians feel about banking, forever.
Skills & Qualifications
- Experience helping customers in either a bank or a credit union for a minimum five years.
- Post-secondary education in finance, business administration or a related field.
- Investment Funds in Canada is a requirement.
- Solid understanding of day-to-day banking, complex investment, and lending products.
- You are a sales pro and have an x-ray vision to spot sales and referral opportunities.
- You like to build relationships with a wide variety of people and want to help them with simple financial needs.
- You are a multi-tasker, able to prioritize and organize what needs to get done coupled with a high attention to detail.
Why join Coast Capital Savings?
- Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
- Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
- A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
- Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
- Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
- Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
- Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
- Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
- An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
- We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
- Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.
Relationship Manager - Ready Now (Victoria Region)
Coast Capital Savings
TimminsManagement Full-time
65,800 - 79,000
Learn More
Member Services Representative (Part-time) - Grandview Corners Full-time Job
General Category Grand CentreJob Details
On any given shift you will be the face of Coast Capital in the branch and balance a friendly advice and service approach with demonstrated ability to proactively listen and identify opportunities to deepen member relationships. By providing our members with support and financial advice, we help them Build a Better Future, Together. While this job is posted as a Customer Service Representative, internally, we title it a Member Service Representative, always putting members at the centre of everything we do.
This is a Part-time role with a minimum of 15 hours and maximum 30 hours weekly. The successful candidate must be available to work on Saturdays.
Accountabilities
- Be the first friendly face our members see at Coast Capital by exhibiting our Coast Capital values;
- We build connection.
- We act with courage.
- We re-imagine.
- Build relationships with member and deliver an outstanding member experience by meeting their initial needs and proactively identifying future opportunities through money chats and so much more!
- Educating members on our alternate channels (online banking and mobile platforms) to deliver a memorable member experience
- Contribute to team results through listening, spotting opportunities and partnering with other Coast Capital team members to best meet our members financial needs
- Build a strong understanding of how Coast Capital Savings assists in providing financial well-being to our members
- Create a positive member experience by proactively taking ownership of resolving and preventing member banking issues.
- Be the first line of defense by being on the lookout for any counterfeit money or illegal transactions that may occur.
Skills & Qualifications
To be successful as a Member Service Representative in a Coast Capital branch, you must be positive, team-oriented individual with the following knowledge, skills and abilities.
- Communication – You have strong verbal English communication skills and are comfortable having sensitive conversations with members.
- Active Listening – You listen to your customer and ensure you identify the challenge they may have so you can work towards a positive outcome.
- Empathy – You understand a bank account is more than numbers on a screen and you can show understanding and respect for whatever situation a member might be in.
- Initiative – You don’t sit and wait for something to do. You see something that needs to be done, and do it.
- Problem Solving – You find job satisfaction by identifying a member problem and work towards solving it with them.
- Curiosity – You are a life-long learner who loves to grow their understanding of the financial world.
- Advisory – You are comfortable identifying opportunities and suggesting Coast Capital products to our members by referring them to other specialists within our organization.
- Adaptability – You happily handle whatever situation comes your way.
- Motivation – You are a self-motivated, positive and are looking to grow your career in customer service and/or banking.
- Integrity – You follow the documented process and do the right thing, every time. Even when no one is watching.
Why join Coast Capital Savings?
- Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
- Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
- A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
- Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
- Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
- Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
- Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
- Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
- An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
- We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
- Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.
Member Services Representative (Part-time) - Grandview Corners
Coast Capital Savings
Grand CentreGeneral Category Full-time
24.05 - 25.44
Learn More
Relationship Manager - Ready Now (Victoria Region) Full-time Job
Management VictoriaJob Details
At most Financial Institutions this position is normally called a Senior Financial Advisor, but at Coast Capital Savings, we call this role a Relationship Manager. From identifying lending/credit and investments opportunities, to day-to-day banking needs for our members, the Relationship Manager is a Coast Capital ambassador in our branches, putting members first and finding solutions to their unique financial needs. Through championing Coast Capital’s values and purpose, the Relationship Manager will support new member acquisition while deepening relationships with existing members through providing trusted advice. Join a leader in the financial services that provides simple financial help with our innovative products and services.
Accountabilities
- Get to know your members on a deeper level by asking the right questions so you can deliver a positive and unexpected customer experience.
- Use your banking expertise to match your customer’s needs with our high-quality core banking, lending, and investment options.
- Collaborate with other teams in the branch to uncover and refer general insurance, complex investment needs, personal insurance, and small business needs.
- Engage your customers in the “Where You’re at Money Chat” and maximize every opportunity to help customers manage, save, grow, and protect their financial well-being.
- Help Coast change the way Canadians feel about banking, forever.
Skills & Qualifications
- Experience helping customers in either a bank or a credit union for a minimum five years.
- Post-secondary education in finance, business administration or a related field.
- Investment Funds in Canada is a requirement.
- Solid understanding of day-to-day banking, complex investment, and lending products.
- You are a sales pro and have an x-ray vision to spot sales and referral opportunities.
- You like to build relationships with a wide variety of people and want to help them with simple financial needs.
- You are a multi-tasker, able to prioritize and organize what needs to get done coupled with a high attention to detail.
Why join Coast Capital Savings?
- Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
- Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
- A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
- Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
- Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
- Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
- Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
- Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
- An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
- We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
- Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.
Relationship Manager - Ready Now (Victoria Region)
Coast Capital Savings
VictoriaManagement Full-time
65,800 - 79,000
Learn More
Assistant Manager, Member Services - Kelowna Branch Full-time Job
Management KelownaJob Details
We’re looking for an outstanding leader to fulfill a diverse role in which change is the norm. As the Assistant Manager, Member Services, you’ll use your many skills to lead a team of Member Service Representatives in providing Coast Capital’s style of simple financial help to our customers.
What you will do every day:
- Work with the Manager, Member Services, to seamlessly coordinate the needs of the branch and achieve the team’s goals.
- Exceeding your customer’s expectations with their banking needs.
- Coach your team of Member Service Representatives in developing their sales skills, building effective relationships and embracing our purpose, mission, values, brand and business practices.
- Celebrate your team’s successes; whether it be achieving a sales target or helping a team member grow their career within Coast Capital.
- Exemplify our “How can we help you?” brand while achieving sales, growth and profitability across each area of our business.
- Using your bean-counting skills to ensure efficient cash management and to oversee all security related matters in keeping with Coast Capital’s standards.
- Create a high-performing team by selecting, engaging, developing and retaining star performers.
Who are we looking for?
- We are looking for leaders who understand the importance of “leading from the front” where you bring business strategy to life, shifting the words on a page to an engaging call to action.
- You’ve proven your success in a similar position leading front-line employees for a minimum of four years in a bank or credit union.
- You take pride that you survived and thrived in completing your diploma or degree in Business Administration, Economics or in a related area
- You proudly hang your Investment Funds in Canada certificate in your office.
- Strong ability in resolving member complaints with a smile.
- You are passionate about coaching employees to success, growing and training individuals and rewarding and recognizing employees.
- You have strong knowledge in all relevant technology banking systems.
Why join Coast Capital Savings?
- Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
- Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
- A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
- Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
- Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
- Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
- Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
- Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
- An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
- We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
- Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.
Assistant Manager, Member Services - Kelowna Branch
Coast Capital Savings
KelownaManagement Full-time
73,800 - 92,300
Learn More
Assistant Manager, Member Services - Kelowna Branch Full-time Job
Management KelownaJob Details
We’re looking for an outstanding leader to fulfill a diverse role in which change is the norm. As the Assistant Manager, Member Services, you’ll use your many skills to lead a team of Member Service Representatives in providing Coast Capital’s style of simple financial help to our customers.
What you will do every day:
- Work with the Manager, Member Services, to seamlessly coordinate the needs of the branch and achieve the team’s goals.
- Exceeding your customer’s expectations with their banking needs.
- Coach your team of Member Service Representatives in developing their sales skills, building effective relationships and embracing our purpose, mission, values, brand and business practices.
- Celebrate your team’s successes; whether it be achieving a sales target or helping a team member grow their career within Coast Capital.
- Exemplify our “How can we help you?” brand while achieving sales, growth and profitability across each area of our business.
- Using your bean-counting skills to ensure efficient cash management and to oversee all security related matters in keeping with Coast Capital’s standards.
- Create a high-performing team by selecting, engaging, developing and retaining star performers.
Who are we looking for?
- We are looking for leaders who understand the importance of “leading from the front” where you bring business strategy to life, shifting the words on a page to an engaging call to action.
- You’ve proven your success in a similar position leading front-line employees for a minimum of four years in a bank or credit union.
- You take pride that you survived and thrived in completing your diploma or degree in Business Administration, Economics or in a related area
- You proudly hang your Investment Funds in Canada certificate in your office.
- Strong ability in resolving member complaints with a smile.
- You are passionate about coaching employees to success, growing and training individuals and rewarding and recognizing employees.
- You have strong knowledge in all relevant technology banking systems.
Why join Coast Capital Savings?
- Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
- Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
- A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
- Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
- Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
- Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
- Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
- Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
- An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
- We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
- Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.
Assistant Manager, Member Services - Kelowna Branch
Coast Capital Savings
KelownaManagement Full-time
73,800 - 92,300
Learn More
