Kelowna Branch Relationship Manager Position

Step into a Relationship Manager role at Coast Capital Savings in Kelowna, focusing on providing exceptional financial services. This full-time position champions member needs through expert banking advice.

In this pivotal role, your experience in banking and passion for customer care will guide members toward optimal financial solutions. A minimum of five years in a bank or credit union prepares you to address diverse banking needs, while your CFSA designation will enhance your credibility. Your commitment to fostering relationships will help reshape the perception of banking in Canada.

Key Responsibilities:• Understand members deeply through targeted questions • Align banking products with customer needs effectively • Collaborate for comprehensive insurance and investment solutions • Lead proactive financial discussions with clients • Champion a new approach to banking in Canada

Requirements:• Five years of banking or credit union experience minimum • Must obtain CFSA within 18 months or possess equivalent credentials • Post-secondary education in finance or related field • Knowledge of investment funds needed • Competent in spotting sales opportunities and referrals

Leverage your financial advisory skills to enrich member relationships at Coast Capital in Kelowna. #J-18808-Ljbffr