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.
Requirements
- 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.
- Experience helping customers in either a bank or a credit union for a minimum five years.
- Must hold a CFSA designation or be willing to obtain it within 18 months of their start date. Alternatively, recognized accreditations such as PFP, CFP, or QAFP may satisfy this requirement (Financial support for CFSA certification may be available).
- 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.
