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Relationship Manager

Coast Capital Savings

Duncan, BC V9L 1W3
11 Feb 2017
  • Customer Service / Client Care
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Job Details

What’s the job?

As part of our Mobile Mortgage team, you’ll use your super powers to help your customers anytime and anywhere they need a mortgage.  Your mission is to source residential mortgage business, build strong customer relationships and bring those two pieces together to Coast Capital Savings. This unique role allows you to work from your home office, network extensively within your community and be recognized and rewarded with unlimited earning potential.

And you’ll have the power to do what’s best for the customers. Every day. Not just Sundays.

What you’ll get to do:

Develop a business plan with a goal of maximizing residential mortgage business and enhancing the customer experience

Write new mortgages and conduct prudent due diligence in the underwriting and documentation processes

Seek out new mortgage leads and customers by networking in the community and developing relationships with realtors, developers, builders and previous mortgage customers

Enhance the experience of existing customers by helping them with the home buying process, their mortgage and their other financial needs

Anchoring customers to the appropriate delivery channel at Coast Capital for closing and cross sales

Generating referrals to our other internal business units


Who are we looking for?

We’re looking for a self-starter who’s excited about working independently to grow a book of business and to reap the rewards of working hard.  You love meeting new people and developing relationships focused on the customer’s needs.

You are highly motivated with demonstrated sales skills and underwriting experience from your 3 – 4 years of related experience

You have a strong sense of entrepreneurship as you want to build your own business in a fast-paced, competitive market

You bring to the team a well-established network of realtors, builders, financial planners and other centres of influence

You have a well-developed value proposition that sets you apart from other mortgage specialists

You are proud of your verbal skills as you have the ability to take complex ideas and deliver a simple message

You are flexible to work around your customer’s schedules, whether it be evenings, weekends or during regular business hours

And you would make our day if you have the ability to communicate in Mandarin and/or Cantonese


Why join Coast Capital?

So much to brag about.

We have great products, great people and a great attitude.

We were named one of BC’s Top Employers for our great benefits, cool atmosphere and progressive thinking.

We offer many opportunities for our employees to grow their careers in every direction of the finance industry.

We have inspiring leaders who help employees develop their talents and encourage them to be their fabulous selves.We are a cool place to work, employees enjoy wearing their jeans on Fridays (and Saturdays) and they love being recognized with a high-five.

We believe in being a good corporate citizen and that’s why we invest in our local communities every day by donating our time, money and expertise.

We have a company culture where we take business seriously. Ourselves, not so much.

We offer BASE + Commission

Does this position inspire you?  If so, apply on-line today at Coast Capital Savings

Please visit our website at


Posting Code: TJVAN

Posting Code: BPProfile

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