Banking Relationship Manager Surrey

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.

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