Relationship Manager - Kelowna Branch

Coast Capital; Kelowna; On-site; CAD 66,000 - 79,000; Full time

Job summary

Coast Capital Savings is seeking a Relationship Manager for the Kelowna Branch to provide trusted financial guidance, identify lending and investment opportunities, and address members’ day-to-day banking needs.

As a Coast Capital ambassador, you will deepen member relationships, collaborate with branch teams, and support new member acquisition while delivering solutions aligned with Coast Capital’s values.

Responsibilities

• 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 "Where You’re at Money Chat" and maximize every opportunity to help

Job description

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

Part of the Coast Capital Savings Federal Credit Union family of brands, we’ve been unlocking financial opportunities that positively impact people and communities for more than 85 years. We believe that every Canadian deserves a financial partner who actually cares how things turn out and driven by our social purpose, we look at everything we do through the lens of how we can help our members, employees, and communities. We’re deeply committed to making our financial cooperative a great place to work—Coast Capital is a platinum member of Canada’s Best Managed Companies and one of Canada’s Most Admired Corporate Cultures.

Relationship Manager - Kelowna Branch

Jul 10, 2026

Location(s):

Kelowna Branch

Job Type:

Full Time Regular

myWork Program:

Office

Starting Salary Range:

$65,800.00 - $79,000.00

Background Screening Requirement:

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

Job Purpose

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. Join a leader in the financial services that provides simple financial help with our innovative products and services.

Accountabilities

• 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 "Where You’re at Money Chat" and maximize every opportunity to help