Relationship Manager

at  Coast Capital Savings

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
Aug 29, 2024
Location(s): Aulds Road Branch
Job Type: Full Time
myWork Options: In-person
Starting Salary Range: $65,000-$75,000

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 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. We’re looking for a Jack-of-all-trades (or Jane-of-all-trades) helping our customers with their lending and investment needs while establishing solid long-term banking relationships. Join a leader in the financial services that provides simple financial help with our innovative products and services.

• Get to know your member on a deeper level, no not through mind reading but 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.
• Rub elbows with other teams in the branch network 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.