Customer Service Representative III - Camano Island

Coastal Community Bank • WA

96d

About The Position

Coastal Community Bank is a little bit of banking and a little bit of tech-ing. The people at Coastal don't just help people with their banking; they help reshape how banking technology allows and serves EVERYONE. We think and work like entrepreneurs, always moving and constantly improving. We care about each other, are go-getters, work hard, and play hard. If you're someone who thrives on innovation, wants to help others succeed, knows how to think outside the box, and believes that we're all in this together -- you belong here.

Requirements

• Outgoing, professional attitude with customers, prospects and co-workers.
• Proven effective verbal and written communication skills.
• Required to handle multiple tasks at the same time.
• PC experience navigating in a Windows environment and using multiple applications.
• Must have excellent attention to detail to ensure timely and effective communication with customer until request/issues have been resolved.
• Previous sales experience, preferably of financial products and relationship development for retention.
• Basic internet skills.
• Must have banking experience.

Responsibilities

• Provide customer service in accordance with Coastal's Core Values.
• Interview and assess customer and non-customer needs and suggest appropriate products or services.
• Conduct phone follow up and actively raise customer awareness of bank products and services.
• Maintain an organized system for tracking and following up on customer needs and track monthly production to the branch and individual goals.
• Provide customer referrals to Treasury Management, Commercial and Consumer Lending, Cash Management and Real Estate Lending.
• Provide timely resolution and follow through on customer issues and concerns.
• Complete account documentation according to bank guidelines.
• Maintain current knowledge of banking rules and regulations and complete monthly online training.
• Represent Coastal in a positive and professional manner.
• Provide back-up to the tellers and/or assist with operations duties as assigned.
• Actively work a book of customers to build relationships, grow the value of the book as management has goaled and keep a strong grasp on the retention of our clients.
• Compliance with all regulatory requirements.
• Conduct research and calling on prospects.
• Can open all personal and business accounts and issue debit cards.
• Can work BOB and give referrals to LOB partners.
• Can actively work new accounts, research businesses to call, and set up appointments for calling.
• Conducts audits, wires, business loans, and consumer/RE loans.
• Other duties assigned.

What This Job Offers

• Education Level: Associate degree