Relationship Banker, Senior

Coastal Community Bank•Snohomish, WA

26d•Onsite

About The Position

The Sr. Relationship Banker is an essential part of the retail team. In this role, you’ll have an opportunity to get to know Coastal’s customers and attract new customers while helping them reach their financial goals. Whether providing support during a busy day at the branch or offering suggestions for products that fit their needs, you'll have the chance to make a real difference in people's lives. And as the retail industry evolves, you'll have the opportunity to grow along with it, learning new skills and adding value to the team.

Requirements

General understanding of the digital payment processing environment
Outgoing, professional attitude with customers, prospects, and co-workers
Verbal and written communication skills
Ability to handle multiple tasks at the same time
PC experience navigating in a Windows environment and using various applications
Excellent attention to detail
Previous experience selling financial products
Previous experience growing and developing an existing customer base
Basic internet skills

Nice To Haves

Production generation experience preferred
Associate degree (A. A.) or equivalent from two-year college or technical school preferred

Responsibilities

Providing world-class customer service
Identifying customer needs and providing them with the appropriate services and products
Engaging with prospective clients
Working closely with Bank Center Management and teams across the organization to help customers meet their financial goals
Assisting with more complex products, such as consumer loans and cash management accounts
Participating in community and industry events to represent Coastal
Providing customer service per Coastal's Core Values
Interviewing and assessing customer and non-customer needs and suggesting appropriate products or services
Communicating with customers in the branch, over the phone, or during personal visits to local businesses
Conducting customer phone follow-ups and actively raising customer awareness of bank products and services
Maintaining an organized system for tracking and following up on customer needs and tracking monthly production to the branch goals
Providing customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending
Providing timely resolution and follow through on customer issues and concerns
Completing required account documentation according to bank guidelines
Maintaining current knowledge of banking rules and regulations and completing monthly online training
Actively working a book of customers to build relationships, grow the book's value according to goals and keep a firm grasp on customer retention
Representing Coastal positively and professionally
Following and complying with all regulatory and compliance regulations