Relationship Manager - Kelowna Branch

Coast Capital Savings Federal Credit Union

Kelowna, BC, CA
Base: $65,800.00 - $79,000.00; bonus/equity: not s...
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5+ years banking or credit union experience
Strong sales and referral identification skills
Deep understanding of banking and lending products
** Coast Capital Savings is seeking a Relationship Manager for its Kelowna branch, responsible for providing tailored financial solutions and enhancing member relationships. The ideal candidate will have at least five years of banking experience, strong sales skills, and a commitment to equity, diversity, and inclusion. **

Job Summary

  • The Relationship Manager acts as a Coast Capital ambassador dedicated to putting members first and finding solutions to their unique financial needs.
  • This role requires identifying lending and investment opportunities while providing trusted advice to deepen relationships with existing members and acquire new ones.
  • Coast Capital Savings offers financial support for certification and values diverse perspectives to build better futures for employees and the community.

Matching Summary

Match Score: 75

** Coast Capital Savings is seeking a Relationship Manager for its Kelowna branch, responsible for providing tailored financial solutions and enhancing member relationships. The ideal candidate will have at least five years of banking experience, strong sales skills, and a commitment to equity, diversity, and inclusion. **

Salary

Base: $65,800.00 - $79,000.00; Bonus/Equity: Not specified; Benefits: Financial support for CFSA certification available

Skills & Requirements

Must-have

  • 5+ years banking or credit union experience
  • Strong sales and referral identification skills
  • Deep understanding of banking and lending products
  • Ability to manage complex investment needs
  • High attention to detail and multi-tasking

Nice-to-have

  • Commitment to equity, diversity, and inclusion
  • Passion for simple financial help solutions
  • Experience with general insurance products
  • Willingness to obtain CFSA designation
  • Customer-centric service mindset

Key Requirements

  • Minimum five years experience in bank or credit union
  • CFSA designation required or willingness to obtain within 18 months
  • Investment Funds in Canada certification mandatory
  • Post-secondary education in finance or business administration
  • Enhanced Criminal Record Check and Credit Check required

Work Rights

Not specified

Tailored Resume

Cover Letter