Switch to Coastal Community
Service and support to make it easy on your business.
Why switch? Because we make decisions locally
Spend less time dealing with banking complexities and get back to what’s important. Support at every step will make that happen.
Pain-free switching
Advisor support at every step
Get personalized service to easily move your accounts
Move recurring payments
Get the info and the support you need to make it happen
Never feel alone with questions
Direct, one-on-one help for any problems
Small Business online banking
Simple-to-use with lots of extra features
BUSINESS ACCOUNTS
Open a business membership today
If you’re brand new to Coastal Community, click Join Now to apply online. If you’re already a member, follow the steps in the New Business Member Checklist. Give us a call if you need help: 1-888-741-1010.
New Business Membership Steps
1. Assign a Designated Contact Person to facilitate the business membership
Coastal Community requests that all businesses /organizations assign one signer to be the Designated Contact Person. This individual will act as the liaison between the business and credit union for all communications and will ensure that requests are coordinated as efficiently as possible.
2. Designated Contact Person reviews their responsibilities and completes the steps outlined in the New Business Membership Checklist.
Complete the steps outlined in the New Business Membership Checklist. This includes completing the New Business Membership Request Form. It is important to complete every field and section of the request form and have it signed by two Authorized Signatories to ensure that the credit union has the information needed to accurately proceed with the next steps of the membership application. Incomplete forms will cause a delay in your request.
Learn more about Authorized Signatory vs Authorized User descriptions.
3. Designated Contact Person books a phone appointment with Coastal Community to review and discuss the next steps.
IMPORTANT: The new business membership will not be effective until all required documentation is signed and the Designaged Contact Person has been notified the process has been completed.
RECURRING PAYMENTS & DEPOSITS
Move recurring payments and deposits
Seamlessly transfer your business’s recurring payments and deposits without impacting your cash flow. Follow these steps to make it happen:
- Phone us at 1.888.741.1010 to speak to an advisor
- We will help you create a detailed plan to ensure your recurring payments and deposits are moved over
- Set up alerts to provide an additional layer of protection
SMALL BUSINESS ONLINE
Choose Small Business Online
Get powerful time-saving features in one convenient package. Here are some of the benefits:
- Automate dual signature approvals
- Authorize users to view or initiate transactions
- Pay and file your business taxes online
- Consolidate your accounts
WE SUPPORT YOU
Advisor support at every step
Got questions? No problem! We’ll assist you with every part of the process until everything is done. Here’s how it works:
- Call your advisor on their direct line
- Meet where and when it’s convenient for you
- Get customized support and follow up to solve any issues
How can we help you today?
Coastal Community is here for you because we really care about you, our community, and financial health for all.
Ask us about banking products
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