Senior Relationship Manager at Coast Capital

Elevate your career as a Senior Relationship Manager at Coast Capital Savings in Newton. This full-time role focuses on member engagement and financial advising tailored to unique needs.
In this pivotal role, you'll leverage your expertise to develop deeper connections with our members. With a focus on personal finance, lending, and investment guidance, you will enhance the banking experience for consumers. Your mission involves championing Coast Capital's values while acquiring new members and nurturing existing relationships.
Key Responsibilities:
• Build positive customer experiences through effective questioning
• Identify banking and investment opportunities for clients
• Collaborate with branch teams for insurance and investment referrals
• Engage clients in meaningful financial discussions
• Advocate for a transformative banking experience
Requirements:
• Minimum five years in banking or credit unions
• Post-secondary education in finance or busines...