Elevate your career as a Financial Relationship Manager at Coast Capital in Metrotown. This full-time position focuses on customer engagement, lending opportunities, and investment solutions tailored to member needs.
In this key role, you'll leverage your banking expertise and relationship-building skills to enhance member experiences. By understanding your customers deeply, you will identify their financial goals and deliver personalized advice. This position is ideal for someone with a background in banking who excels at uncovering financial opportunities for clients.
Key Responsibilities:
• Build solid relationships with clients through personalized interactions
• Identify lending and investment opportunities to suit customer needs




• Collaborate with branch teams on insurance and investment referrals
• Conduct proactive financial wellness discussions with customers
• Help reshape perceptions of banking among Canadians
Requirements:
• Minimum five years of banking or credit union experience
• CFSA designation or equivalent financial accreditation
• Post-secondary education in finance or business
• Knowledge of banking and investment products
• Strong sales acumen and attention to detail
Empower customers with your financial expertise and support Coast Capital's mission to redefine banking.
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📌 Financial Relationship Manager at Coast Capital (Burnaby)
🏢 Coast Capital
📍 Burnaby