Relationship Manager

Location(s):
Surrey, Richmond, Delta or Vancouver Areas

Job Type: Full Time Regular

myWork Program:

Starting Salary Range: $65,800.00 - $79,000.00

• Enhanced Criminal Record Check
• Credit Check
• Identity Verification
• Employment Verification
• References

At most Financial Institutions this position is normally called a Senior Financial Advisor, but at Coast Capital Savings, we call this role a Relationship Manager. From identifying lending/credit and investments opportunities, to day‑to‑day banking needs for our members, the Relationship Manager is a Coast Capital ambassador in our branches, putting members first and finding solutions to their unique financial needs. Through championing Coast Capital's values and purpose, the Relationship Manager will support new member acquisition while deepening relationships with existing members through providing trusted advice.

• Get to know your members on a deeper level by asking the right questions so you can deliver a positive and unexpected customer experience.
• Use your banking expertise to match your customer's needs with our high‑quality core banking, lending, and investment options.
• Collaborate with other teams in the branch to uncover and refer general insurance, complex investment needs, personal insurance, and small business needs.
• Engage your customers in the "Where You're at Money Chat" and maximize every opportunity to help customers manage, save, grow, and protect their financial well‑being.
• Help Coast change the way Canadians feel about banking, forever.

• Experience helping customers in either a bank or a credit union for a minimum five years.
• Post‑secondary education in finance, business administration or a related field.
• Investment Funds in Canada is a requirement.
• Solid understanding of day‑to‑day banking, complex investment, and lending products.
• You are a sales pro and have an x‑ray vision to spot sales and referral opportunities.
• You like to build relationships with a wide variety of people and want to help them with simple financial needs.
• You are a multi‑tasker, able to prioritize and organize what needs to get done coupled with a high attention to detail.

We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit our employees, our members, and our community.

Coast Capital is committed to providing an accessible recruitment experience. If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact us at accessib or 778‑391‑5836.

• Purpose is our North Star.
• Committed to inclusion and engagement.
• A career that grows with you.
• Work where you're most effective; flexible work based on role.
• Comprehensive, customizable benefits for you and your family.
• Retirement options: defined contribution or defined benefit pension plan or RSP' s.
• Mortgage and auto financing advantages.
• Real Recognition: online community for kudos and thanks.
• An award‑winning culture.
• Reinvestment of 10% back into the community.
• Double your impact through volunteer program.