Overview
Relationship Manager – Clearbrook branch Jobs in Abbotsford – British Columbia at Coast Capital
Title: Relationship Manager – Clearbrook branch
Company: Coast Capital
Location: Abbotsford – British Columbia
Category: Finance & Banking
Location:
Clearbrook Branch Job Type: Full Time myWork Options:
Hybrid Starting
Salary Range
: $63,000-$75,000 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification
Education
Verification Employment Verification References What’s the job? At most Financial Institutions this position is normally called a Senior Financial Advisor, but at Coast Capital Savings, we call this role a Relationship Manager. From identifying lending/credit and investments opportunities, to day-to-day banking needs for our members, the Relationship Manager is a Coast Capital ambassador in our branches, putting members first and finding solutions to their unique financial needs.
Through championing Coast Capital’s values and
purpose
, the Relationship Manager will support new member acquisition while deepening relationships with existing members through providing trusted advice. Join a leader in the financial services that provides simple financial help with our
innovative
products and services. What you’ll get to do:
Get to know your members on a deeper level by asking the right questions so you can deliver a positive and unexpected customer experience. Use your banking expertise to match your customer’s needs with our high-quality core banking, lending, and investment options. Collaborate with other teams in the branch to uncover and refer general insurance, complex investment needs, personal insurance, and small business needs.
Engage your customers in the “Where You’re at Money Chat” and maximize every opportunity to help customers manage, save, grow, and protect their
financial well-being
. Help Coast change the way Canadians feel about banking, forever. Who are we looking for? Experience helping customers in either a bank or a credit union for a minimum five years. Post-secondary
education
in finance, business administration or a related field.
Investment Funds in Canada is a requirement. Solid understanding of day-to-day banking, complex investment, and lending products.
You are
a sales pro and have an x-ray vision to spot sales and referral opportunities. You like to build relationships with a wide variety of people and want to help them with simple financial needs.
You are
a multi-tasker, able to prioritize and organize what needs to get done coupled with a high
attention to detail
. Why join Coast Capital Savings?
Purpose
is our North Star. We look at everything through our
purpose
. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
Committed to
inclusion
and engagement. We have an ongoing focus on equity,
diversity
, and
inclusion
and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within.
Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to
senior leadership
. Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees
flexibility…
