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Switch to Coastal Community

Service and support to make it easy on your business

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Why switch? Because we'll help your business grow and prosper

 
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

 

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Advisor support at every step

Get personalized service to easily move your accounts

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Move recurring payments

Get the info and the support you need to make it happen

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Never feel alone with questions

Direct, one-on-one help for any problems

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Small Business online banking

Simple-to-use with lots of extra features

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BUSINESS ACCOUNTS
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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

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. 
 

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.


IMPORTANT: The new business membership will not be effective until all required documentation is signed and the Designated Contact Person has been notified the process has been completed.


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:

  1. Phone us at 1.888.741.1010 to speak to an advisor
  2. We will help you create a detailed plan to ensure your recurring payments and deposits are moved over
  3. Set up alerts to provide an additional layer of protection
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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 

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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:

  1. Call your advisor on their direct line
  2. Meet where and when it's convenient for you
  3. Get customized support and follow up to solve any issues

How can we help you today?

 
No matter your need, goal or life stage, we're here to help you improve your financial health.