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At Coast Capital, we’re not dreaming about a better future, we’re building one.

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.  

CRW Data and Reporting Analyst

Location: British Columbia (CA-BC), Surrey 

Job Type: Full Time 6 months plus. 


What’s the job?

The Commercial, Retail and Wealth (CRW) Data Analyst is responsible for the timely preparation of regular and ad hoc reporting to support strategy, initiatives and investigations. The Analyst uses data to maintain or develop reports for stakeholders. These reports and analysis may be distributed widely to front-line staff and management, internal stakeholders or external parties.  This individual works collaboratively within the Operating Office, the Commercial, Retail and Wealth management and other stakeholders to develop and validate reporting, provide insights and measure risk and/or performance.  



 What you’ll get to do:

  • Prepares data and analytics requests from internal and external sources. Applies standardized definitions and calculations for data usage  

  • Prepares regular (weekly, monthly, quarterly, annually) reporting as assigned.  

  • Supports the 1B line of defence function by providing analysis and reporting of data to identify risks related to the Commercial, Retail and Wealth Group, including design, implementation and maintenance of effective internal controls.  

  • Analyzes and interprets data, identifies trends and issues and summarizes business impacts.  

  • Assists with ongoing validation of reported results. Works closely with internal partners and management to ensure implemented processes and controls are fully understood and appropriately utilized (DASH, SharePoint) and that processes for reporting are simple and fully transparent.  

  • Investigate data anomalies and provide updates to key stakeholders when applicable.  

  • Assists the Commercial, Retail and Wealth management with data and analytics to be included in presentations to the key stakeholders.  

  • Keeps abreast of changes to policies, procedures, processes, or trends in credit and regulatory issues that may have an impact on reporting and data requests.  

  • Works cooperatively, develops strong relationships with Commercial, Retail and Wealth management, business partners and stakeholders.  

  • Prepares industry research and analysis in support of decision-making on business cases developed as part of assigned project work.  

  • Maintains governance and documentation standards for all assigned regular reporting.  


Who are we looking for?

  • High School and a Diploma  

  • Post-secondary education in math, science, statistics, economics or similar is an asset.  

  • 4 - 6 years experience within wealth management, commercial, retail banking and/ or financial institution, or an equivalent combination of education and experience  

  • Advanced knowledge of MS Excel, Word and PowerPoint and SharePoint  

  • Proficient knowledge of the process to identify and assess risk  

  • Proficient of the relationship between risk and controls   

  • Proficient knowledge of risk and credit risk terminology and risk products  

  • High proficiency in report writing and presentation skills  

  • Working knowledge of Temenos T24  

  • High ethical and professional performance standards   

  • Ability to manage diverse stakeholder relationships  

  • Excellent ability to make sound decisions based on thorough research and analysis  

  • Ability to see the big picture and manage the details  

  • Ability to deliver and multi-task in a fast pace environment   

  • Ability to work independently with good time management and prioritization skills   

  • Excellent time management skills with an attention to detail  

  • Self-starter and ability to follow through on all tasks


Why join Coast Capital?

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.

Equity, Diversity & Inclusion at Coast Capital

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.

COVID-19 at Coast Capital

Coast Capital Savings is committed to the health and safety of our employees, member, and communities. With this commitment in mind, Coast Capital complies with all public health mandates (provincially and/or federally, as applicable) and has implemented various safety measures, including requiring all employees to be fully vaccinated against COVID-19, and making COVID vaccination a pre-condition to employment with Coast Capital. All successful applicants must provide acceptable evidence of full vaccination against COVID-19, before any contract of employment becomes final and binding, and before your start date can be set.

Exceptions may apply where vaccination is not possible for medical or religious reasons that are protected under Canadian human rights laws. Should successful applicants require a medical or religious accommodation related to vaccination please discuss whether an exception may apply with your Talent Acquisition Advisor.

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