Relationship Manager

Coast Capital Savings Group; Surrey; On-site; CAD 65,000 - 75,000; Full time

Job summary

Join a leading financial institution as a Relationship Manager, where you'll help members achieve their financial goals. This role involves providing personalized banking solutions and building long-term relationships, all while being part of a community-focused organization committed to equity and inclusion.

Benefits

Comprehensive customizable benefits

Retirement options

Mortgage and auto financing benefits

Employee volunteer program

Qualifications

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

Responsibilities

• Identify lending and investment opportunities for members.
• Provide trusted advice and support new member acquisition.

Skills

Customer Service

Sales

Relationship Building

Education

Post-secondary education in finance or business administration

Investment Funds in Canada certificate

Job description

At Coast Capital, we’re not dreaming about a better future, we’re building one.

As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community – almost $90 million since 2000 alone – because when our members do well, we believe our communities should do well too.

Relationship Manager

Location(s) : Grandview Corners Branch

Job Type : Full Time

myWork Options : In-person

Starting Salary Range : $65,000-$75,000

• Enhanced Criminal Record Check
• Credit Check
• References

What’s the job?

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. We're looking for a 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?

• Experience helping customers in either a bank or credit union for a minimum of five years, 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 teamwork 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 to building better, brighter, more inclusive futures for 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 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] or call 778-391-5836. We will work with you to meet your needs.

Why join Coast Capital Savings?

• Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
• Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
• A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
• Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
• Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
• Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
• Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
• Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
• An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
• We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
• Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.

D&I at Coast

At Coast Capital, we value diversity, equity and inclusion. We’re not all the same and we like it that way. We don’t just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

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