Coast Capital Savings

www.coastcapitalsavings.com

1 Job

1,750 Employees

About the Company

For years Canadians have been told by their financial institutions that they can achieve their dreams. But for a lot of us, the things we're dreaming about shouldn't be dreams at all. We just want to be able to afford a house and make it a home. Fix that car that needs fixing. Or just have a little extra at the end of the month. That's why at Coast Capital, we're helping our members achieve their real goals - the ones that matter right now. Because if it matters to you, it matters to us. Real advice, for real people, from real people, so you can live the real life you want.

At Coast Capital, we're not dreaming of a better future, we're building one. 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 into our community--almost $90M since 2000 alone--because when our members do well, our communities should do well. So if you're looking to do traditional work with a traditional bank, we're probably not for you. But if you want to roll up your sleeves and play an active role in building a better future for our members and our communities, we think you'll really like it here.

Listed Jobs

Company Name: Coast Capital Savings
Job Title: Relationship Manager - Shelbourne Branch
Job Description: **Job Title:** Relationship Manager – Shelbourne Branch **Role Summary:** Deliver comprehensive, member‑centric financial solutions by assessing individual needs, recommending appropriate banking, lending, investment, and insurance products. Build and deepen relationships to drive new member acquisition and retention while upholding the organization’s values and service standards. **Expectations:** - Minimum 5 years of direct customer‑facing experience in a banking or credit‑union environment. - Post‑secondary education in finance, business administration, or a related discipline. - Completion of the Investment Funds in Canada (IFC) certification. - Proficiency in core banking, lending, and investment product knowledge. - Proven sales acumen and ability to identify cross‑sell/referral opportunities. **Key Responsibilities:** - Conduct detailed needs‑analysis conversations to uncover members’ financial goals and challenges. - Match members with suitable core banking, lending, investment, and insurance solutions. - Collaborate with branch teams to refer specialized services (personal insurance, complex investments, small‑business needs). - Facilitates “Where You’re at Money” chats to guide members on managing, saving, growing, and protecting finances. - Drive new member acquisition through outreach and relationship cultivation. - Maintain accurate and timely member records in the core banking system. - Deliver exceptional customer experiences, ensuring high satisfaction and loyalty. **Required Skills:** - Strong customer relationship and communication skills. - Advanced product knowledge across banking, lending, investment, and insurance domains. - Sales proficiency with talent for spotting opportunities and closing referrals. - Excellent prioritization, multitasking, and organizational abilities. - Keen attention to detail and accuracy in documentation and data entry. - Ability to work collaboratively across functional teams. **Required Education & Certifications:** - Bachelor’s degree in Finance, Business Administration, Economics, or a related field. - Investment Funds in Canada (IFC) certification—mandatory. - Equivalent experience may be considered in lieu of formal education, provided required product knowledge and certifications are met.