At a Glance
- Tasks: Build trusted relationships and provide personalized financial guidance to members.
- Company: Join Coast Capital Savings, a leader in community banking.
- Benefits: Full-time position with training, competitive salary, and career growth.
- Other info: Dynamic work environment with opportunities for advancement in Surrey.
- Why this job: Make a real difference in members' financial well-being while developing your skills.
- Qualifications: Five years of customer support experience in banking and relevant certifications.
The predicted salary is between 63000 - 77000 $ per year.
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.
Banking Relationship Manager – Surrey employer: Coast Capital Savings
Coast Capital is an exceptional employer that prioritizes employee growth and development while fostering a supportive and inclusive work culture at the Clearbrook Branch. As a Part Time Member Services Representative, you will not only engage with members to enhance their financial journeys but also benefit from ongoing training and opportunities to expand your financial knowledge. With a commitment to exceptional service and community values, Coast Capital offers a rewarding environment where your contributions truly make a difference.
