Relationship Manager - Yaletown Branch

Location(s): Yaletown Branch

Job Type: Full Time

myWork Options: In-person

Starting Salary Range: $63,000 - $75,000

Background Screening Requirement:

• Enhanced Criminal Record Check (every 5 years)
• Credit Check (every 5 years)
• Social Media Check (every 5 years)
• Identity Verification
• Education Verification
• Employment Verification
• 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 investment 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 by providing trusted advice. 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 members on a deeper level by asking the right questions to 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.

Who are we looking for?

• Experience helping customers in either a bank or a credit union for a minimum of 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.

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 accessibility@coastcapitalsavings.com or call 778-391-5836. We will work with you to meet your needs.