Relationship Manager - Westshore Branch

Coast Capital Savings Federal Credit Union

Westshore, , CA
Base: $65,800.00 - $79,000.00; bonus/equity: not s...
On-site
Banking expertise
Customer relationship building
Sales and referral skills
The Relationship Manager acts as a Coast Capital ambassador, supporting new member acquisition and deepening existing member relationships through trusted advice

Job Summary

  • The Relationship Manager acts as a Coast Capital ambassador, supporting new member acquisition and deepening existing member relationships through trusted advice.
  • This role involves matching customer needs with banking, lending, and investment options while collaborating with other teams to address complex financial requirements.
  • Coast Capital is committed to equity, diversity, and inclusion and encourages applications from diverse groups, providing accessible recruitment experiences.

Matching Summary

The Relationship Manager acts as a Coast Capital ambassador, supporting new member acquisition and deepening existing member relationships through trusted advice.

Salary

Base: $65,800.00 - $79,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Banking expertise
  • Customer relationship building
  • Sales and referral skills
  • Multi-tasking and prioritization
  • Financial product knowledge

Nice-to-have

  • Attention to detail
  • Collaborative teamwork
  • Commitment to equity and inclusion

Key Requirements

  • Minimum five years customer service in banking or credit union
  • Post-secondary education in finance or business administration
  • Investment Funds in Canada certification

Work Rights

Not specified

Tailored Resume

Cover Letter