Relationship Manager

Coast Capital Savings; Delta; On-site; CAD 64,000 - 86,000; Full time

Job summary

A leading financial institution is seeking a Relationship Manager to enhance customer experiences and provide tailored financial solutions. The role involves understanding member needs, promoting banking services, and building long-term relationships. Ideal candidates have a strong background in banking, excellent customer service skills, and a passion for helping others.

Qualifications

• Minimum five years experience in banking or credit union.
• Two years mastering complex lending and investments.

Responsibilities

• Deliver positive customer experiences by understanding member needs.
• Provide advice on banking, lending, and investment options.
• Collaborate with branch teams to refer complex needs.

Skills

Customer Service

Sales

Relationship Building

Education

Post-secondary education in finance or business administration

Job description

**As an internal employee, please refer to myCoast Applicant Guidelines before you apply for an internal career opportunity. You must inform your manager prior to applying for any internal career opportunity.**

Location:Tsawwassen Branch

Job Type:Full TimeRegular

Pay Grade:P2

Starting Salary Range:$64,700 - 85,360

myWork Program:In-person

Background Screening Requirement:

• EnhancedCriminal Record Check (every 5 years)
• Credit Check (every 5 years)
• Identity Verification
• Employment Verification
• References

What’s the job?

At most Financial Institutions this position is normally called a Senior Financial Advisor, butat Coast Capital Savings, we call this role aRelationship Manager. From identifying lending/credit and investments opportunities, to day-to-day banking needs for our members,The Relationship Manageris 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. We're looking fora Jack-of-all-trades (or Jane-of-all-trades) helping our customers with their lending and investment needs while establishing solid long-term banking relationships.Join a leader in the financial services that provides simple financial help with our innovative products and services.

What you’ll get to do:

• Get to know your member on a deeper level, no not through mind reading but 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.
• Rub elbows with other teams in the branch network 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.

Who are we looking for?

We don’t need mathematical geniuses here, although the ability to add and subtract would be useful. Mostly we just need people with a solid understanding of credit & investment products and services and who are comfortable providing customers with simple financial help and promoting our products and services.

• Experience helping customers in either a bank or credit union for a minimumfiveyears, with a minimum of two years of experience where you mastered complex lending and investments, and you used your x-ray vision to spot sales and referral opportunities.
• You are excited to share with the world what you learned during your post-secondary education in finance, business administration or a related field. And you aren’t done learning; you have a desire to know more.
• You proudly hang your Investment Funds in Canada certificate in your office.
• You really like building relationships with a wide variety of people and want to help them with simple financial help.
• You are a big fan of team work and demonstrate your team spirit every day.
• You are a multi-tasker, able to efficiently and effectively prioritize and organize what needs to get done coupled with a high attention to detail.
• You are a sales pro, having regularly achieved your sales targets with one hand tied behind your back.

Equity, Diversity & Inclusion at Coast Capital

Don’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed tobuilding better, brighter, more inclusive futuresfor everyone – including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you’re excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital.

At Coast Capital, we are committed to equity, diversity and inclusion. 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 of our employees, our members, and our community.

We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [e-mail] call 778-391-5836. We will work with you to meet your needs.