13 Aug
|
Coast Capital Savings
|
British Columbia
13 Aug
Coast Capital Savings
British Columbia
Join Coast Capital Savings as a Relationship Manager at the Metrotown Branch. This full-time role is perfect for seasoned financial advisors passionate about building member relationships and delivering tailored financial solutions.
As a pivotal part of the team, you will play a crucial role in understanding member needs, providing trusted advice, and helping them achieve financial goals. You should have a strong background in banking and ideally five years of experience in either a bank or credit union. The position emphasizes your ability to identify lending and investment opportunities while ensuring a positive customer experience.
Key Responsibilities:
• Develop deep relationships with members through personalized interactions
• Match members with core banking, lending, and investment options
• Collaborate with teams to refer complex insurance and investment needs
• Facilitate 'Where You're at Money Chats' with customers
• Influence positive perceptions of banking in Canada
Requirements:
• Minimum five years of experience in banking
• CFSA designation or equivalent required
• Solid understanding of lending and investment products
• Ability to build relationships with diverse customers
• High attention to detail and multi-tasking skills
Bring your financial acumen and relationship-building skills to Coast Capital and help redefine banking in Canada.
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📌 Relationship Manager at Coast Capital (British Columbia)
🏢 Coast Capital Savings
📍 British Columbia