Location: Admin – Georgia
Job Type: Full Time
myWork Options: In-person, Hybrid
The Administrator, Payment and Cash Management is responsible for providing product and service support to the PCM team and members through the execution of administration and operational tasks. The Administrator provides some sales support to the Relationship managers and ensures that all member information is attained and maintained in relation to the PCM products and their product and service provision is appropriate to their needs and as directed by the Relationship Managers and the Associate, PCM. The Administrator supports other Commercial Lines of Business as necessary.
At CCS, one of our goals is to be recognized as one of Canada’s leading companies. We strive to have a positive economic, environmental and social impact, providing responsible leadership in the marketplace, the workplace and in the communities where we live and work. We operate in a regulated environment whereby public trust is paramount. As a company and as employees, we will conduct ourselves with the highest standards of integrity and professionalism without exception, at all times.
Individual Key Contributions/Responsibilities
Working with the Associate, PCM, ensure that members are configured within Commercial Online Banking and AFT appropriate to their needs and in accordance with direction from the Relationship Managers.
Responsible, with the Associate to provide regular reporting on product and services usage to Commercial management. Some analysis may be required to ascertain profit/cost to the business unit
Responsible for maintaining accurate customer files for Commercial Online Banking and AFT including some direct member communication.
Responsible for maintaining accurate, appropriate records, forms and files of activities as required for due diligence for the business unit
With the Associate, PCM responsible for the preparation, communication and correct execution of Commercial Online Banking and AFT set up through our service partner
Responsible for the monitoring and management of the department mailboxes, including responding or escalating appropriately
Responsible for reviewing PCM agreements for completeness, communicating any deficiencies to Relationship Managers. Supports Associate, PCM in Account analysis, reporting and, at times making recommendations to Relationship Managers.
Responsible for coordinating regular pricing reviews by the department including data gathering.
Support the department in monitoring and analyzing competitor products and services
Responsible for ensuring that user configuration changes (password resets, queries, modifications to access) as requested by Relationship Managers, Associates or members, are executed accurately and on a timely basis.
Responsible for providing user support to members on system use and simple troubleshooting. Responsible for appropriate escalation of more complex issues following the established escalation process
Responsible for providing product and service materials and documentation and service and technical support to Relationship Managers as necessary
Responsible for supporting the Commercial team in providing the business member with excellent customer service with respect to all CCS’s commercial products and services regardless of their product and services needs
At least 2 years of experience in retail or commercial banking or cash management an asset and at least 2 years of experience in administrative support to a busy department or comparable mix of experience. 2 years of experience with user administration of a business system preferred.
High School Diploma plus some additional post-secondary courses.
Additional post-secondary courses in business administration or accounting required. A degree in Business/Commerce or other relevant designation considered an asset for future mobility.
Proficient knowledge of financial statement and accounting principles
Proficient in data analysis
Proficient knowledge of commercial and personal credit analysis including processes and the underlying policies and security and legal considerations
Proficient in ensuring regulatory and corporate governance practices, policies and controls are supported in department due diligence processes and procedures (ie Operational risk or AMLATF).
Proficient knowledge and experience in deposit and cash management services as well as CCS Commercial products and Services
Proficient knowledge of computers, MS Office Suite (Word, Excel, Outlook, PowerPoint)
Equity, Diversity & Inclusion at Coast Capital
Don’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone – including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you’re excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital.
At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community.
We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact firstname.lastname@example.org or call 778-391-5836. We will work with you to meet your needs.
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.
Why join Coast Capital Savings?
D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We’re not all the same and we like it that way. We don’t just accept differences – we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.