Enablement Specialist I

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🇺🇸 United States – Remote

💵 $41 - $51 / hour

⏰ Full Time

🟢 Junior

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Coastal

WebsiteLinkedInAll Job Openings

201 - 500 employees

🏦 Banking

💳 Fintech

🤝 B2B

Banking • Fintech • B2B

Coastal is a community bank (Coastal Community Bank) serving the North Puget Sound region that provides personal and business banking products and services. It operates local branches and ATMs while offering checking and savings accounts, home and business loans, treasury management, credit card processing, and online/mobile banking features (including mobile deposit, Zelle, and a mobile app). Coastal also supports embedded finance and fintech partnerships through technology offerings like ZSuite and a CCBX division, emphasizes fraud/security, compliance, and FDIC-insured deposit services (including IntraFi), and markets both consumer and B2B financial solutions.

📋 Description

• Maintain project hygiene for assigned workstreams: action log, milestones, RAID (risks, assumptions, issues, dependencies), meeting notes, and status updates. • Document current-state banking operations processes end-to-end through stakeholder interviews, walkthroughs, and artifact collection. • Support process improvement by mapping workflows, identifying bottlenecks, and drafting proposed future-state steps with clear handoffs and controls. • Assist with implementation readiness activities (operational checklists, UAT coordination, cutover planning support, post-change stabilization tracking). • Create and update SOPs, runbooks, job aids, and playbooks used by Banking Operations teams. • Track decisions, follow-ups, and open questions across Operations, Product/Engineering, and FinOps partners. • Support partner launches and operational readiness via checklists, action logs, and cutover documentation. • Support remediation/issue resolution workstreams by tracking work and documenting fixes (breaks, exceptions, SLA misses, backlog burn-down). • Support payments and movement-of-funds operational changes (ACH, wires, returns, disputes, callbacks) through procedure updates and validation steps. • Help document and improve case management and escalation workflows (intake, triage, handoffs). • Contribute to audit/exam readiness by organizing evidence, mapping controls to procedures, and documenting current state.

🎯 Requirements

• Strong organization and attention to detail; comfort tracking work in Notion or similar tools. • Clear written communication and ability to produce clean documentation. • Comfort working in regulated, high-stakes environments where accuracy matters. • 1–3 years of experience in operations, banking operations support, process improvement support, or project coordination.

🏖️ Benefits

• Medical Coverage: Choose from three competitive medical plans to find the coverage that best fits your needs and lifestyle. • Health Savings Account (HSA): Available with eligible medical plans, offering tax advantages and employer contributions. • Flexible Spending Accounts (FSA): Options for healthcare and dependent care expenses to help you save on out-of-pocket costs. • Dental and Vision Insurance: Plans to keep you and your family smiling and seeing clearly. • Life Insurance: Company-paid basic life insurance with options to purchase additional coverage for yourself and your dependents. • Long-Term /Short-Term Disability (LTD): Income protection in the event of a long-term illness or injury. • Supplemental Benefits: Including Hospital Indemnity, Accident Insurance, and Critical Illness coverage to provide extra financial support when you need it most. • 401(k) Retirement Plan: A competitive retirement savings plan with company matching to help you plan for the future. • Paid Time Off: Generous vacation and sick leave policies to support your time away from work. • Holidays: Enjoy 11 paid holidays throughout the year.