As a member-owned cooperative, we\xe2\x80\x99re helping our members with their real goals and real challenges so they can live the real life they want. It\xe2\x80\x99s what we\xe2\x80\x99ve been doing for over 80 years, and it\xe2\x80\x99s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community \xe2\x80\x93 almost $90 million since 2000 alone \xe2\x80\x93 because when our members do well, we believe our communities should do well too.



Relationship Manager




Location: Courtenay Branch
Job Type: Full Time
myWork Options: In-person


What\xe2\x80\x99s 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 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\xe2\x80\x99s 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.


What you\xe2\x80\x99ll 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\xe2\x80\x99s 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 \xe2\x80\x9cWhere You\xe2\x80\x99re at Money Chat\xe2\x80\x9d 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.

Who are we looking for?
We don\xe2\x80\x99t 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 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. And you aren\xe2\x80\x99t 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 multi-tasker, 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
Don\xe2\x80\x99t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone \xe2\x80\x93 including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you\xe2\x80\x99re 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.

Why join Coast Capital?

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\xe2\x80\x99re 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\xe2\x80\x99re 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\xe2\x80\x99s why we offer the choice of a defined contribution or defined benefit pension plan or RSP\xe2\x80\x99s. 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\xe2\x80\x99re human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We\xe2\x80\x99re a Platinum member of Canada\xe2\x80\x99s Best Managed Companies and are regularly recognized by Canada\xe2\x80\x99s 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\xe2\x80\x99s why since 2000 we\xe2\x80\x99ve invested over $90 million into our member\xe2\x80\x99s 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.