Talent.com
Coast Capital Savings
Relationship Manager - Ready Now (Surrey Area)Coast Capital Savings • Surrey, British Columbia, Canada
Relationship Manager - Ready Now (Surrey Area)

Relationship Manager - Ready Now (Surrey Area)

Coast Capital Savings • Surrey, British Columbia, Canada
8 days ago
Job type
  • Full-time
  • Permanent
Job description
Location(s): Surrey Area
Job Type: Full Time Regular
myWork Program:
Starting Salary Range: $65,800.00 - $79,000.00
Background Screening Requirement:
  • Enhanced Criminal Record Check
  • Credit Check
  • Identity Verification
  • Employment Verification
  • References


At Coast Capital we are always on the lookout for exceptional Relationship Managers who are passionate about building trusted connections, providing sound financial advice, and helping our members achieve their goals. As we grow toward becoming Canada's largest national purpose-driven credit union, we're building a strong talent pipeline for future opportunities at our Surrey and Richmond Branches. While this posting is intended for upcoming needs, all applications are actively reviewed. These future opportunity postings allow us to prepare for vacancies created through internal career movement and organizational growth. We believe in building careers, not just jobs. This is a Ready-Now position, meaning you will be allocated to a temporary branch for training before being assigned to a permanent branch. If you're a Relationship Manager-or aspiring to be one-who is motivated by purpose, collaboration, and making a meaningful impact in your community, we'd love to connect. Your next career opportunity could start here.

Job Purpose
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.

Accountabilities
  • 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.

Skills & Qualifications
  • 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.


Equity, Diversity & Inclusion at Coast Capital

Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital.

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.

Coast Capital is committed to providing an accessible recruitment experience. If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact us at accessibility@coastcapitalsavings.com or 778-391-5836. This contact is intended solely for inquiries or feedback related to accessibility barriers, accommodation requests or alternate format requests. We will work with you to ensure your needs are met. You will only receive a response to inquiries related to these topics.


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 in where they work based on the nature of their role.
  • 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.
  • 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 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.
  • Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year.
  • An award winning culture. 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.
  • Double your impact. 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're not all the same and we like it that way. 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.
Create a job alert for this search

Relationship Manager - Ready Now (Surrey Area) • Surrey, British Columbia, Canada

Similar jobs

Senior Delivery Manager - delta

ALOIS Solutionsdelta, bc, ca
Full-time

Senior Delivery Manager – Analytics & Data Management.Experience Required: 10+ Years.We are looking for an experienced Senior Delivery Manager to lead large-scale Analytics & Data Management progra... Show more

 • Promoted

Senior Relationship Manager (Hybrid)

NATIONAL BANK OF CANADAVancouver, Canada
Full-time +2

Attendance Hybrid Job number 30571 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Ti... Show more

 • Promoted

Relationship Banker, Senior

Coastal Community BankBurnaby, Canada
Full-time

LocationEdmonds BranchEmployment TypeFull timeLocation TypeOn-siteDepartmentRetailCompensation$29.ABOUT USCoastal is at the forefront of modern banking, combining strong financial infrastructure wi... Show more

 • Promoted

Client Relationship Manager

ManulifeVancouver, Metro Vancouver Regional District, Canada
Full-time

This is an opportunity to join the Canada Retirement team at Manulife.The CRM is a key field office relationship management role supporting the overall client experience and retention of corporate ... Show more

 • Promoted

Business Relationship Manager

TransLinkVancouver, Metro Vancouver Regional District, CA
Full-time

A career at TransLink and our family of companies means working with people with a wide range of skills and perspectives, all teaming up towards a common goal: preserving and enhancing the region’s... Show more

 • Promoted

Cyber Strategy and Broker Relationship Manager

CFCVancouver, Metro Vancouver Regional District, Canada
Full-time

Lead strategic initiatives as a Cyber Development Manager focused on broker engagement.Drive growth and training while enhancing cyber partnerships across Western Canada.Your role will involve clos... Show more

 • Promoted

Client Growth Manager - delta

AudienceViewdelta, bc, ca
Permanent

AudienceView is an organization of people who are passionate about the business of Live Events.We create industry-leading software solutions that fuel attendee engagement, ticket sales and advertis... Show more

 • Promoted

Relationship Manager - Ready Now (Surrey Area)

Coast Capital SavingsSurrey, Metro Vancouver Regional District, CA
Full-time

At Coast Capital, we’re not dreaming about a better future, we’re building one.As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live th... Show more

 • Promoted

Claim Manager - Empire Life

Empire Liferichmond, bc, ca
Full-time +2

Location: Remote, or if local to an office, hybrid - Kingston, Toronto, or Montreal.The total target compensation (TTC) range, including salary and target bonus, is $55,968 - $98,580.This TTC range... Show more

 • Promoted

Business Development Manager, Dealer Relationships

Banque Nationale du CanadaVancouver, Metro Vancouver Regional District, CA
Full-time +1

Business Development Manager, Dealer Relationships.Advisory services, Commercial banking.Being a Business Development Manager means creating strong business relationships with dealers in the Automo... Show more

 • Promoted

Business Relations Manager

Grifols, S.AVancouver, Metro Vancouver Regional District, Canada
Full-time

Select how often (in days) to receive an alert: Create Alert.Would you like to join an international team working to improve the future of healthcare? Do you want to enhance the lives of millions o... Show more

 • Promoted

Enterprise Delivery Manager - Constellation Dealer Group

Constellation Dealer Grouprichmond, bc, ca
Full-time

Enterprise Delivery Manager (EDM).Integrated Dealer Systems (IDS) is a leading provider of dealership management software for the RV, marine, and trailer industries.With over 40 years of experience... Show more

 • Promoted

Consulting Manager - delta

CitiXsys - iVend Retaildelta, bc, ca
Full-time

CitiXsys, its channel partners, and end customers.This role oversees pre- and post-sales activities, including product training, partner enablement, solution delivery, and customer implementation.I... Show more

 • Promoted

Remote Private Equity Relationship Manager

Skyline Group of CompaniesVancouver, Metro Vancouver Regional District, CA
Remote
Full-time

A leading financial services firm is seeking a Relationship Manager to cultivate and maintain investor relationships across Canada.This fully remote role requires at least 5 years of investment sal... Show more

 • Promoted

Senior Portfolio Manager

Swoondelta, bc, ca
Full-time

Hiring: Senior Portfolio / Program Manager (Enterprise Banking Transformation).PLEASE NOTE: ONLY CANDIDATES WITH DIRECT BANKING / FINANCIAL SERVICES EXPERIENCE WILL BE CONSIDERED.Are you a strategi... Show more

 • Promoted

Senior Relationship Manager

National Bank of CanadaVancouver
Full-time

A Senior Relationship Manager, Commercial in National Bank’s Commercial Banking team acts as a key partner to mid-sized commercial enterprises by leading business development and delivering full-se... Show more

 • Promoted

Senior Institutional Relationship Manager - Remote (Canada)

PineStone Asset Management Inc.Vancouver, Metro Vancouver Regional District, Canada
Remote
Full-time

A leading asset management firm is seeking a Toronto-based Institutional Business Development and Relationship Management Professional.This senior role will involve building and managing relationsh... Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausSquamish, BC, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Learning Solutions Manager - delta

NIITdelta, bc, ca
Full-time

NIIT is a leading Skills and Talent Development Corporation that is building a manpower pool for global industry requirements.The company, which was set up in 1981 to help the nascent IT industry o... Show more

 • Promoted

Associate Project Manager - delta

VeriParkdelta, bc, ca
Full-time

We enable financial institutions to become AI-first digital leaders.As a global team of professionals, we work with top-tier clients on exciting, high-impact projects in an environment where we lea... Show more