Build trusted member relationships through banking, lending, and investment advice at Coast Capital Savings’ Grandview Corners Branch. As a Relationship Manager, you will deliver personalized financial guidance while helping members manage, save, grow, and protect their well-being. The office-based, full time regular position includes training at Grandview Corners before permanent placement at a Surrey branch. Coast Capital’s title reflects Senior Financial Advisor responsibilities.

Key Responsibilities
Ask effective questions to create positive customer experiences Provide advice across core banking, lending,



and investments Uncover referrals for insurance and specialized financial needs Maximize opportunities during member money conversations Represent Coast Capital’s values and purpose in branches

Requirements:
Minimum five years supporting customers at a bank or credit union CFSA required or obtainable within eighteen months Recognized PFP, CFP, or QAFP accreditation may qualify Investment Funds in Canada required Sales ability, organization, prioritization, and attention to detail Bring trusted advice, relationship management, and banking expertise to Coast Capital’s members while developing opportunities throughout Surrey. #J-18808-Ljbffr

📌 Banking Relationship Manager Surrey
🏢 Coast Capital Savings
📍 Surrey