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For Companies At a Glance
- Tasks: Deliver personalised financial advice and manage day-to-day banking needs.
- Company: Join Coast Capital, a leader in inclusive banking with a strong community focus.
- Benefits: Competitive salary, flexible work options, and customisable benefits for you and your family.
- Other info: Opportunities for growth and development in a supportive, award-winning culture.
- Why this job: Make a real impact by helping Canadians feel good about banking.
- Qualifications: Five years of banking experience and a passion for building relationships.
The predicted salary is between 65800 - 79000 ÂŁ per year.
We are seeking an experienced Relationship Manager to deliver personalised financial advice, manage day‑to‑day banking needs, and contribute to member growth in our Surrey branch. The role is part of a “Ready‑Now” program meaning you will receive training at a temporary branch before permanent placement.
Job Purpose
In this role you will identify lending, credit, and investment opportunities and provide trusted guidance while championing Coast Capital’s values. The Relationship Manager is a frontline ambassador, responsible for acquiring new members and deepening relationships with existing members.
Accountabilities
- Build a deep understanding of members to provide positive, unexpected experiences.
- Leverage banking expertise to match member needs with core banking, lending, and investment options.
- Collaborate with branch teams to uncover and refer insurance, investment, personal insurance, and small‑business needs.
- Engage customers in the “Where You’re at Money Chat” and maximise opportunities to help them manage, save, grow, and protect their well‑being.
- Help change how Canadians feel about banking.
Skills & Qualifications
- Minimum five years of experience in a bank or credit union.
- Post‑secondary education in finance, business administration, or a related field.
- Knowledge of Canadian investment funds.
- Solid understanding of day‑to‑day banking, complex investment, and lending products.
- Strong sales capability with a keen eye for opportunity.
- Excellent relationship‑building skills with diverse people.
- Multi‑tasking ability, strong prioritisation, and high attention to detail.
Equity, Diversity & Inclusion
Coast Capital encourages applications from Indigenous Peoples, Black, and racial‑ised persons, persons with disabilities, people of diverse sexual and gender identities, and women. We value candidates who demonstrate a commitment to equity, diversity and inclusion.
Why join Coast Capital Savings?
- Purpose is our North Star. All decisions reflect our guiding purpose.
- Committed to inclusion and engagement. We cultivate an inclusive culture.
- A career that grows with you. Opportunities for development and promotion.
- Work where you’re most effective. Flexible work options with myWork.
- Benefits that flex to your needs. Customisable benefits for you and your family.
- Retirement options. Defined contribution or defined benefit pension plans.
- Mortgage and auto financing benefits. Employees receive competitive rates.
- Real Recognition. We celebrate employee achievements.
- An award‑winning culture. Recognised by industry awards.
- Community reinvestment. 10% of profits returned to community.
- Double your impact. Volunteer hours supported with monetary matching.
Relationship Manager - Ready Now employer: Coast Capital Savings
Contact Detail:
Coast Capital Savings Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager - Ready Now
✨Tip Number 1
Get to know the company inside out! Research Coast Capital’s values and culture so you can show how you align with them during your interviews. This will help us see you as a perfect fit for the team.
✨Tip Number 2
Network like a pro! Reach out to current or former employees on LinkedIn to get the inside scoop on what it’s really like to work as a Relationship Manager. Plus, they might even give you a heads-up on any upcoming opportunities!
✨Tip Number 3
Practice your pitch! Be ready to discuss your experience in banking and how you’ve built relationships in the past. We want to hear about your successes and how you can bring that to our Surrey branch.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Coast Capital.
We think you need these skills to ace Relationship Manager - Ready Now
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Relationship Manager role. Highlight your experience in banking and how it aligns with Coast Capital’s values. We want to see how you can bring your unique skills to our team!
Showcase Your Relationship-Building Skills: In your application, emphasise your ability to build strong relationships with clients. Share specific examples of how you've successfully engaged with customers in the past. This is key for us as we value personal connections!
Be Clear and Concise: Keep your application straightforward and to the point. Use clear language and avoid jargon. We appreciate a well-structured application that makes it easy for us to see your qualifications and experience.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Coast Capital Savings
✨Know Your Stuff
Make sure you brush up on your knowledge of banking products, especially those relevant to the role. Understand lending, credit, and investment opportunities so you can speak confidently about how you would help members manage their finances.
✨Showcase Your Relationship Skills
Prepare examples that highlight your relationship-building abilities. Think of times when you've successfully engaged with clients or colleagues, and be ready to discuss how you can create positive experiences for members at Coast Capital.
✨Embrace the Values
Familiarise yourself with Coast Capital’s values and mission. Be prepared to discuss how your personal values align with theirs and how you can contribute to changing how Canadians feel about banking.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask during the interview. This shows your genuine interest in the role and the company. Consider asking about the 'Ready-Now' program and how it supports your growth as a Relationship Manager.