Skip to main content
Select Image

Switch to Coastal Community

Service and support to make it easy on your business

  Join Now   



  Ask a Question   

     
    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

     

    Select Icon

    Advisor support at every step

    Get personalized service to easily move your accounts

    Select Icon

    Move recurring payments

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

    Select Icon

    Never feel alone with questions

    Direct, one-on-one help for any problems

    Select Icon

    Small Business online banking

    Simple-to-use with lots of extra features

    Open a Business Account

    BUSINESS ACCOUNTS
    Yellow Line

    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
    Select Image


    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 

    Select Image


    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.