Senior Client Manager

Coastal•Woodinville, WA

42d

About The Position

The Sr. Client Manager is a high-impact individual contributor and key driver of deposit growth within a defined market. This role focuses on affluent consumers and businesses, delivering personalized financial solutions through proactive outreach, relationship building, and community engagement. Sr. Client Managers are responsible for growing the portfolio through deposit gathering and onboarding new-to-bank customers, ensuring seamless product and service implementation in partnership with internal teams. They serve as trusted advisors, managing branch customer portfolios and collaborating with Bank Center Managers and internal partners to deliver consistent client experience and meet market-level growth goals.

Requirements

5+ years 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.
Proven ability to manage multiple projects and deadlines simultaneously.
Ability to travel between assigned branches.
5+ years of experience in banking business development, financial services, or relationship management.
Proven ability to manage multiple projects and deadlines simultaneously.
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 via personalized service and solution-oriented engagement.
Championing a customer-first culture focused on needs-based solutions and long-term value.
Lead efforts to 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.
Drive 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.
Measured on acquisition of new-to-bank relationships, deposit growth, onboarding effectiveness, and portfolio expansion.
Accountable for client retention, cross-sell success, and revenue contribution.
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.
This position requires the ability to work between our Woodinville and Monroe branches

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.