Relationship Manager, Commercial

3 weeks ago

Victoria BC, Canada Coast Capital Savings Full time

Job Type: Full Time

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. 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. We're looking for a Jack-of-all-trades (or Jane-of-all-trades) helping our customers with their lending and investment needs while establishing solid long-term banking relationships. Join a leader in the financial services that provides simple financial help with our innovative products and services.



Use your banking expertise to match your customer's needs with our high quality core banking, lending and investment options.


~ Rub elbows with other teams in the branch network 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.



Mostly we just need people with a solid understanding of credit & investment products and services and who are comfortable providing customers with simple financial help and promoting our products and services.




~ Experience helping customers in either a bank or credit union for a minimum five years, with a minimum of two years of experience where you mastered complex lending and investments, and you used your x-ray vision to spot sales and referral opportunities.


~ You are excited to share with the world what you learned during your post-secondary education in finance, business administration or a related field. You proudly hang your Investment Funds in Canada certificate in your office.


~ You really like building relationships with a wide variety of people and want to help them with simple financial help.


~ Equity, Diversity & Inclusion at Coast Capital
We are committed to building better, brighter, more inclusive futures for everyone - including our employees. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community.


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.


~ Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.


~ In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.


~ Retirement options. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's.


~ Mortgage and auto financing benefits . Employees save thousands on their mortgages and auto loans with best-in-category benefits.


~ We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards.


~ We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities.


~ Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.


D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. #

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