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
• Solid sales acumen and attention to detail
Empower customers with your financial expertise and support Coast Capital's mission to redefine banking.
J-18808-Ljbffr

📌 Financial Relationship Manager At Coast Capital Burnaby
🏢 Coast Capital
📍 Burnaby