Relationship Banker

Coastal•Stanwood, WA

43d

About The Position

Coastal is at the forefront of modern banking, combining strong financial infrastructure with cutting-edge Banking-as-a-Service (BaaS) and fintech enablement strategies. We support not only individuals with their personal banking needs; we also empower businesses by integrating modern banking technology that drives growth, flexibility, and innovation. At Coastal, we think and move like entrepreneurs; focused on impact, speed, and continuous improvement. We believe in working smart, collaborating deeply, and building solutions that unlock real potential. If you're someone who thrives in a fast-moving environment, loves solving complex problems, and wants to help shape the future of banking, we’d love to meet you. Check out our video here! OVERVIEW The Relationship Banker will sell a full range of banking services and products to individual customers and small businesses, emphasizing meeting customer needs, providing exceptional customer service, and actively soliciting new customers. Interview consumer or commercial loan customers, process consumer loans, provide sales leadership to staff, and participate in branch external business development efforts. Also, sell business products of a more complex nature, i.e., cash management accounts.

Requirements

Outgoing, professional attitude with customers, prospects, and co-workers.
Verbal and written communication skills.
Handle multiple tasks at the same time.
Excellent attention to detail.
Associate’s degree (A. A.) or equivalent from two-year college or technical school preferred; or
two to four years’ related experience and/or training; or equivalent combination of education and experience.
PC experience navigating in a Windows environment and using various applications.
Basic internet skills.

Nice To Haves

Production generation experience preferred.
Previous experience selling financial products.
Previous experience growing and developing an existing customer base.

Responsibilities

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 phone follow-up and actively raise customer awareness of bank products and services. These activities may have a standard of frequency set by Bank Center Management.
Maintain an organized system for tracking and following up on customer needs and track 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 with a book of customers to build relationships, grow the book's value to meet goals, and keep a firm grasp on the retention of our clients. May also include relationship reviews with a line of business.
Represent Coastal positively and professionally.
Other duties may be assigned.
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.