Relationship Manager - Ready Now (Surrey Area)

Coast Capital Savings • Surrey, BC

59d • Onsite

About The Position

At Coast Capital we are always on the lookout for exceptional Relationship Managers who are passionate about building trusted connections, providing sound financial advice, and helping our members achieve their goals. As we grow toward becoming Canada’s largest national purpose-driven credit union, we’re building a strong talent pipeline for future opportunities at our Surrey and Richmond Branches. While this posting is intended for upcoming needs, all applications are actively reviewed. These future opportunity postings allow us to prepare for vacancies created through internal career movement and organizational growth. We believe in building careers, not just jobs. This is a Ready-Now position, meaning you will be allocated to a temporary branch for training before being assigned to a permanent branch. If you’re a Relationship Manager—or aspiring to be one—who is motivated by purpose, collaboration, and making a meaningful impact in your community, we’d love to connect. Your next career opportunity could start here.

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.

Requirements

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

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 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree