Senior Client Manager - Silver Lake

Coastal Community Bank•Everett, WA
•$113,169 - $141,162

About The Position

The Senior Client Manager is a high-impact individual contributor responsible for driving deposit growth within a defined market. The role serves affluent consumers and businesses by providing personalized financial solutions through proactive outreach, relationship building, and community engagement. The Senior Client Manager grows and manages client portfolios, acquires new-to-bank customers, and supports effective onboarding and implementation of products and services in partnership with internal teams. The role serves as a trusted advisor and primary resource for deposit strategies across assigned branches, collaborating with Banking Center Managers, Market Managers, product specialists, and other internal partners to deliver a consistent client experience and meet market growth goals. Success is measured by new relationship acquisition, deposit growth, onboarding effectiveness, portfolio expansion, client retention, cross-selling, and revenue contribution. The position requires travel between assigned branches. A bachelor’s degree or equivalent experience is preferred, along with at least five years of relevant experience.

Requirements

  • At least 5 years of experience in banking, financial services, or relationship management.
  • Proven success in deposit gathering, business development, and portfolio growth.
  • Strong understanding of deposit and lending products.
  • Excellent communication, consultative selling, and client service skills.
  • Ability to manage multiple projects and deadlines simultaneously.
  • Ability to travel between assigned branches.
  • Proficiency in Microsoft Office Suite and project management tools.

Nice To Haves

  • Bachelor’s degree or equivalent experience preferred.

Responsibilities

  • Manage and grow a portfolio of affluent clients and businesses.
  • Retain and deepen relationships through personalized service and solution-oriented engagement.
  • Promote a customer-first culture focused on needs-based solutions and long-term value.
  • Acquire new-to-bank relationships and drive deposit growth.
  • Ensure effective onboarding and implementation of products and services for new clients.
  • Serve as the primary resource for deposit strategies across assigned branches.
  • Conduct outbound prospecting, lead generation, and referral sourcing.
  • Represent Coastal at chambers, business associations, and community events.
  • Partner with internal lines of business, Senior Client Managers, and other internal partners to expand client relationships and generate cross-functional referrals.
  • Support pipeline management and contribute to market-level growth strategies.
  • Work closely with Market Managers, Banking Center Managers, and product specialists.
  • Partner with internal teams to resolve client issues and deliver value.
  • Act as a liaison between clients and internal departments to ensure seamless service delivery.
  • Meet goals for new-to-bank relationship acquisition, deposit growth, onboarding effectiveness, portfolio expansion, client retention, cross-sell success, and revenue contribution.

Benefits

  • Three medical plan options.
  • Health Savings Account (HSA) with eligible medical plans, including employer contributions.
  • Flexible Spending Accounts (FSA) for healthcare and dependent care expenses.
  • Dental insurance.
  • Vision insurance.
  • Company-paid basic life insurance, with options to purchase additional coverage for the employee and dependents.
  • Long-term and short-term disability coverage.
  • Supplemental Hospital Indemnity, Accident Insurance, and Critical Illness coverage.
  • 401(k) retirement plan with company matching.
  • Paid vacation and sick leave.
  • 11 paid holidays.
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