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Relationship Manager - Intake Program- Victoria

Dec 5, 2019

Company: Coast Capital Savings Federal Credit Union 

Location: British Columbia (CA-BC), Victoria   

Job Type: Full-Time 


Together, we help empower you to achieve what’s important in your life.


What’s the job?

As one of our Relationship Managers, you’ll be a Jack-of-all-trades (or Jane-of-all-trades) helping our members with their lending and investment needs, with a focus on retaining and acquiring deposits while establishing solid long-term banking relationships. Join a leader in the financial services that provides simple financial help with our innovative products and services.

Mentorship/Leadership: Provides coaching, training and mentorship to peers, encourages sharing of knowledge, on-the-job applications and experience among team members and between teams.

At Coast you’ll have to the power to do what’s best for the member. Every day. (Digital banking and the omni channels)


What you’ll get to do:

  • Get to know your member on a deeper level, no not through mind reading but by asking the right questions so you can deliver a positive and unexpected customer experience.
  • Use your banking expertise to match your member’s needs with our high quality core banking, lending and investment options.
  • Uncover and refer complex investment needs, personal insurance, small business needs or

mobile needs to the specialized respective channels.

  • Using sound insurance and investment knowledge and being accountable for quality referrals to specialist partners as applicable.
  • Stays current with knowledge around Coast Capital's various products and services, regulatory requirements and offers to all required policies and procedures.
  • Engage your members in the “Where You’re at Money Chat” and maximize every opportunity to help members manage, save, grow and protect their financial well-being.
  • Manage and grow your book of business
  • Demonstrates commitment by actively supporting and participating in Corporate initiatives and plays a role in leading and developing other team members.
  • In conjunction with the branch management team, is actively involved in the community which the branch services to foster the image and reputation of Coast Capital Savings.
  • Enroll in any business and community associations that may assist in enhancing the growth and development of the family relationship portfolio.
  • Help Coast change the way Canadians feel about Financial well-being forever 

Who are we looking for?

We don’t need mathematical geniuses here, although the ability to add and subtract would be useful. Mostly we just need people with a solid understanding of credit & investment products and services and who are comfortable providing members with simple financial help and promoting our products and services. 


  • Experience helping members in either a bank or credit union for a minimum five years, with a minimum of two years of experience where you mastered complex lending and investments, and you used your x-ray vision to spot sales and referral opportunities.
  • You are excited to share with the world what you learned during your post-secondary education in finance, business administration or a related field. And you aren’t done learning; you have a desire to know more.
  • You proudly hang your Mutual Funds License in your office.
  • You really like building relationships with a wide variety of people and want to help them with simple financial help.
  • You are a big fan of team work and demonstrate your team spirit every day.
  • You are a multi-tasking prodigy, able to efficiently and effectively prioritize and organize what needs to get done coupled with a high attention to detail.
  • You are a sales pro, having regularly achieved your sales targets with one hand tied behind your back.


The Relationship Manager Intake program is a 4 month intense training and onboarding process and will prepare our intakes for a full-time position within a branch in our region.  Branch location will not be determined until after the 4 month training program is completed.  

Travel and flexibility is required within the region.

Why join Coast Capital Savings?


We don’t mean to toot our own horn, but…


  • We improve Canadians’ financial well-being through providing simple financial help.
  • Employees do what’s best for our members. Every day.
  • We believe in being a great corporate citizen so we invest in our local communities by donating our time, money and expertise.
  • Our employees take advantage of the many opportunities to grow their careers.
  • Employees love having a cool place to work with modern LEED certified offices and being recognized with a virtual (and, at times, an actual) high-five.
  • Our inspiring leaders help our employees develop their talents and encourage them to be their fabulous selves.
  • We have a unique culture where we take our business seriously, but ourselves, not so much.
  • We are a Certified B Corp®. Our certification reflects our strong commitment to social and environmental performance, accountability, and transparency.
  • In 2019, we earned double kudos by being named one of BC’s Top Employers and one of Canada’s Best Managed Companies – two of the nation’s most coveted business awards, may we add.


Does this position inspire you?  If so, apply today at Coast Capital Savings.