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 • Strong 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. #J-18808-Ljbffr
📌 Relationship Manager at Coast Capital (Winnipeg)
🏢 Coast Capital Savings
📍 Winnipeg
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