Relationship Banker, Senior

Coastal Community Bank•Edmonds, WA

2d•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.
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.

Responsibilities

Providing world-class customer service
Identifying customer needs and providing them with the appropriate services and products
Engaging with prospective clients
Assisting with more complex products, such as consumer loans and cash management accounts
Participating in community and industry events to represent Coastal
Provide customer service per Coastal's Core Values.
Interview and assess customer and non-customer needs and suggest appropriate products or services.
Communicate with customers in the branch, over the phone, or during personal visits to local businesses.
Outside sales calling is required and determined by Bank Center Management.
Conduct customer phone follow-ups and actively raise customer awareness of bank products and services. These activities may have a standard of frequency set by branch management.
Maintain an organized system for tracking and following up on customer needs and tracking monthly production to the branch 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 required account documentation according to bank guidelines.
Maintain current knowledge of banking rules and regulations and complete monthly online training.
Actively work a book of customers to build relationships, grow the book's value according to goals and keep a firm grasp on customer retention. This may also include relationship reviews with other internal teams.
Represent Coastal positively and professionally.
Follow and comply with all regulatory and compliance regulations.

Benefits

Medical Coverage: Choose from three competitive medical plans to find the coverage that best fits your needs and lifestyle.
Health Savings Account (HSA): Available with eligible medical plans, offering tax advantages and employer contributions.
Flexible Spending Accounts (FSA): Options for healthcare and dependent care expenses to help you save on out-of-pocket costs.
Dental and Vision Insurance: Plans to keep you and your family smiling and seeing clearly.
Life Insurance: Company-paid basic life insurance with options to purchase additional coverage for yourself and your dependents.
Long-Term /Short-Term Disability (LTD): Income protection in the event of a long-term illness or injury.
Supplemental Benefits: Including Hospital Indemnity, Accident Insurance, and Critical Illness coverage to provide extra financial support when you need it most.
401(k) Retirement Plan: A competitive retirement savings plan with company matching to help you plan for the future.
Paid Time Off: Generous vacation and sick leave policies to support your time away from work.
Holidays: Enjoy 11 paid holidays throughout the year.