Relationship Manager for Metrotown Branch
Coast Capital Savings • burnaby, Canada
Role Description
Elevate community banking solutions as a Relationship Manager at Coast Capital's Metrotown Branch. Connect with customers to provide strategic financial guidance tailored to their unique needs.
This full-time position emphasizes your role in enhancing member relationships while identifying opportunities for lending and investment. With at least five years in customer-facing roles, you'll be essential in delivering a positive experience while championing member-focused initiatives. Your knowledge of day-to-day banking operations and willingness to obtain a CFSA designation will support our mission.
Key Responsibilities:
• Identify member needs through consultations
• Recommend suitable banking and investment solutions
• Refer complex insurance and investment needs
• Foster meaningful interactions in money management discussions
• Embrace Coast Capital's commitment to community enhancement
Requirements:
• Five years of related customer service experience
• C...
This full-time position emphasizes your role in enhancing member relationships while identifying opportunities for lending and investment. With at least five years in customer-facing roles, you'll be essential in delivering a positive experience while championing member-focused initiatives. Your knowledge of day-to-day banking operations and willingness to obtain a CFSA designation will support our mission.
Key Responsibilities:
• Identify member needs through consultations
• Recommend suitable banking and investment solutions
• Refer complex insurance and investment needs
• Foster meaningful interactions in money management discussions
• Embrace Coast Capital's commitment to community enhancement
Requirements:
• Five years of related customer service experience
• C...