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Relationship Manager
3 months ago
As a member-owned cooperative, we're helping our members with their real goals and real challenges so they can live the real life they want.
It's what we've been doing for over 80 years, and it's why today we stand almost 600,000 members strong.Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone - because when our members do well, we believe our communities should do well too.
- Nov 16, 2023
Location: Meadowtown Branch
Job Type: Full Time
myWork Options: Inperson
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 daytoday 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. We're looking for a Jackofalltrades (or Janeofalltrades) helping our customers with their lending and investment needs while establishing solid longterm banking relationships. 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 member on a deeper level, no not through mind reading but 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.
- 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 wellbeing.
- Help Coast change the way Canadians feel about banking, forever.
Who are we looking for?
- We don't need mathematical geniuses here, although the ability to add and subtract would be useful. 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 xray vision to spot sales and referral opportunities. - You are excited to share with the world what you learned during your postsecondary education in finance, business administration or a related field. And you aren't done learning; you have a desire to know more.
- 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.
- You are a big fan of team work and demonstrate your team spirit every day.
- You are a multitasker, able to efficiently and effectively prioritize and organize what needs to get done coupled with a high attention to detail.
- You are a sales pro, having regularly achieved your sales targets with one hand tied behind your back.
Equity, Diversity & Inclusion at Coast Capital- Why join Coast Capital Savings?
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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.
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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.
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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.
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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 in where they work based on the nature of their role.
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Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
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Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefi
