Relationship Manager: Personal Banking & Investments

Coast Capital Savings; Surrey; On-site; CAD 64,000 - 78,000; Full time

Job summary

A major financial institution in Metro Vancouver is seeking a Relationship Manager to identify lending and investment opportunities for members. Responsibilities include delivering exceptional customer service, collaborating with branch teams, and providing trusted financial advice. The ideal candidate has over five years of customer service experience in banking and holds relevant qualifications in finance. This role offers competitive compensation and opportunities for professional growth in a supportive environment.

Benefits

Comprehensive customizable benefits

Defined contribution or benefit pension plan

Mortgage and auto financing benefits

Employee volunteer program with matching donations

Qualifications

• Minimum five years of experience in banking or credit union.
• Solid understanding of banking and investment products.
• Ability to prioritize tasks while maintaining attention to detail.

Responsibilities

• Identify lending and investment opportunities for members.
• Provide trusted advice to enhance member relationships.
• Collaborate with branch teams for comprehensive financial solutions.

Skills

Customer service experience

Sales proficiency

Multi-tasking

Relationship building

Banking knowledge

Education

Post-secondary education in finance or business administration

Investment Funds in Canada certification

Job description

A major financial institution in Metro Vancouver is seeking a Relationship Manager to identify lending and investment opportunities for members. Responsibilities include delivering exceptional customer service, collaborating with branch teams, and providing trusted financial advice. The ideal candidate has over five years of customer service experience in banking and holds relevant qualifications in finance. This role offers competitive compensation and opportunities for professional growth in a supportive environment.