Senior Relationship Manager

Empower members with financial solutions as a Senior Relationship Manager at Coast Capital in Kelowna. Deliver personalized banking experiences that matter.

In this full-time role, you will act as an ambassador for Coast Capital, focusing on understanding and addressing member needs with tailored banking services and investment solutions. With a minimum of five years in the financial sector, you will guide new member acquisitions and provide comprehensive support to existing clients, fostering trust and satisfaction through dedicated service.

Key Responsibilities:

• Foster comprehensive relationships with members through targeted discussions

• Identify the right products and services for customer needs

• Coordinate with teams for wider financial product offers

• Engage members in meaningful financial health chats during visits

• Set a new standard for customer banking experiences

Requirements:

• At least five years of relevant experience in banking

• Willingness to obtain CFSA or similar credential

• Background in finance or business education

• Familiarity with investment fund topics and lending

• Exceptional organizational and detail-oriented mindset

Become a key player in changing the banking game as a Senior Relationship Manager with Coast Capital, prioritizing member-focused service.
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