Senior Relationship Manager - Coast Capital, Burnaby

Shape financial futures at Coast Capital as a Senior Relationship Manager in the Metrotown Branch. Support members with comprehensive banking advice and build lasting relationships through personalized services.

In this full-time role, you will act as a financial ambassador at Coast Capital, focusing on identifying lending, investment, and banking solutions tailored to member needs. Leveraging your five years of experience in a banking or credit union environment, and holding a CFSA designation (or a willingness to obtain), you will provide exceptional service, ensuring customers feel valued and understood.

Key Responsibilities:• Build deep connections with members • Match customers with banking and investment options • Collaborate with teams for insurance and investment needs • Engage customers in financial wellness discussions • Champion Coast Capital’s values and mission

Requirements:• Minimum five years in banking or credit union • CFSA designation or equivalent required within 18 months • Post-secondary education in finance/business administration • Knowledge of complex investment and lending products • Strong sales acumen and interpersonal skills

Drive member satisfaction and showcase your financial expertise as part of Coast Capital's dedicated team. #J-18808-Ljbffr