Charity Relations Manager

As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. Plus, we invest 10% of our budgeted profits back into our community – almost $90 million since 2000 alone – because when our members do well, we believe our communities should do well too. Relationship Manager - Metrotown Branch

Job Type: Full Time Regular

Office

Enhanced Criminal Record Check

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’s values and purpose, the Relationship Manager will support new member acquisition while deepening relationships with existing members through providing trusted advice. Join a leader in the financial services that provides simple financial help with our innovative products and services.

Get to know your members on a deeper level by asking the right questions so you can deliver a positive and unexpected customer experience.

Use your banking expertise to match your customer’s needs with our high-quality core banking, lending, and investment options.

Collaborate with other teams in the branch to uncover and refer general insurance, complex investment needs, personal insurance, and small business needs.

Engage your customers in the “Where You’re at Money Chat” 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.

Experience helping customers in either a bank or a credit union for a minimum five years.

Alternatively, recognized accreditations such as PFP, CFP, or QAFP may satisfy this requirement (Financial support for CFSA certification may be available).

Post-secondary education in finance, business administration or a related field.

Solid understanding of day-to-day banking, complex investment, and lending products.

You like to build relationships with a wide variety of people and want to help them with simple financial needs.

Equity, Diversity & Inclusion at Coast Capital

We are committed to building better, brighter, more inclusive futures for everyone – including our employees. If you’re 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. 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.

If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact us at View email address on canada.jobradars.com 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’re doing, and what we need to do to keep improving. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.

In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.

Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.

Mortgage and auto financing benefits . Employees save thousands on their mortgages and auto loans with best-in-category benefits.

We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s 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’s why since 2000 we’ve invested over $90 million into our member’s communities.

Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.