Relationship Manager

Position: Coast Capital Savings Relationship Manager
Enhance customer experiences at Coast Capital Savings as a full-time Relationship Manager in Surrey, Richmond, Delta, or Vancouver. Leverage your banking skills to meet financial needs and foster lasting member relationships.

This role emphasizes understanding and connecting with members while providing tailored financial solutions. As a Relationship Manager, you will champion Coast Capital’s goals by acquiring new members and deepening connections with existing ones. Key tasks include identifying lending opportunities and collaborating on insurance and investment needs.

Key Responsibilities:

• Build relationships with members through engaging conversations

• Match customer needs with banking, lending, and investment solutions

• Collaborate with branch teams for comprehensive financial offerings

• Execute member-focused financial advice during consultations

• Promote a modern banking experience at Coast Capital

Requirements:

• Minimum five years in banking or credit unions

• Post-secondary education in finance or related field

• Proficient in Investment Funds in Canada

• Strong knowledge of banking and investment products

• Excellent relationship-building and sales skills

Drive meaningful financial conversations and establish trust with members as a valued Relationship Manager at Coast Capital.
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