Found Description
Empower members with financial solutions as a Senior Relationship Manager at Coast Capital in Kelowna. Deliver personalized banking experiences that matter. In this full‑time role, you will act as an ambassador for Coast Capital, focusing on understanding and addressing member needs with tailored banking services and investment solutions.
Key Responsibilities
- Foster comprehensive relationships with members through targeted discussions.
- Identify the right products and services for customer needs.
- Coordinate with teams for wider financial product offers.
- Engage members in meaningful financial health chats during visits.
- Set a recent standard for customer banking experiences.
Requirements
- At least five years of relevant experience in banking.
- Willingness to obtain CFSA or similar credential.
- Background in finance or business education.
- Familiarity with investment fund topi...
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