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 - Yaletown Branch
Aug 14, 2025
Location(s): Yaletown Branch
Job Type: Full Time Regular
myWork Program: Office
Starting Salary Range: $64,700.00 - $77,600.00

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 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.

SKILLS & QUALIFICATIONS

• 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.

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.