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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.   

Performance Analyst

Jul 16, 2024

Location(s): Surrey and Vancouver - GVA

Job Type: Full Time

myWork Options: Hybrid

Starting Salary Range: $80.8k to $95k

Background Screening Requirement: 

  • Criminal Record Check
  • Credit Check
  • Identity Verification
  • Employment Verification
  • References


What's the job?
The Commerical, Retail and Wealth (CRW) Performance Analyst links CRW management and Enterprise Analytics to support the data and insights required to assess performance results and business outcomes. This role creates, validates and analyses disparate and sophisticated data points into strategic usable information for driving CRW business performance decisions. For more complicated reporting requests, this role works closely with CRW business line leaders or other internal stakeholders to understand the scope and key objectives of the data request. Then, it works with Enterprise Analytics to design, test and deliver the final reporting, often accompanied by specific analytics and key insights.


What you'll get to do:


Reporting Analysis and Insights

  • Prepare performance reporting and analytics for CRW business lines, as assigned. This will require curating data from multiple sources, conducting in-depth analyses, and gaining knowledge of the business line.
  • Work with the CRW management and internal stakeholders on performance data-related projects, preparing reporting and insights as assigned.
  • Ensure reporting is optimized and validated, working collaboratively with Enterprise Analytics and other partners to ensure insights deliver the correct outcomes.


Annual Operating Plan, Campaigns, and Individual Performance Targets    

  • Support the Annual Operating Plan of each business line through the cascade, periodic reporting, and analysis of individual performance goals.
  • Support CRW management in defining, optimizing, and cascading campaign-specific performance targets and goals.
  • Builds collaborative relationships with key partners across the organization at all levels, cultivating solid internal and external partners to accelerate the successful implementation of sales performance initiatives.


Productivity Tools

  • Work with Business Management and other partners within CRW to ensure productivity tools are being used correctly and data from activities is properly tracked & reported on.
  • Partner with business management to improve tool usage, focusing on utilization and effective use.


Risk Management 

  • Identify, proactively manage, and escalate risks and issues.
  • Evaluate data anomalies and work with the relevant leaders to address gaps.


Who are we looking for?

  • Completion of education in business administration or commerce or a related discipline. Varying combinations of education and experience will be considered.
  • 7 - 9 years of experience in banking and data required.
  • A diverse banking background, business line knowledge, and an in-depth understanding of Coast data and systems.
  • Gathers disparate information, creating a synchronized point of view. 
  • Strong business analysis skills.
  • Advanced knowledge of business processes, practices, and systems, preferably in the financial services industry.
  • Strong ability to adapt and optimize new technologies as required.


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 or call 778-391-5836. We will work with you to meet your needs.  


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.

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.

Apply now »