Coastal
Finance / FinServ
RelationshipBanker
Neural analysis suggests this role is
optimal for Mid candidates.
“Relationship Banker at Coastal. Skills: Sales, Customer service, Relationship building. Sell a full range of banking services and products to individual customers and small businesses. Meet customer needs”
What You'll Achieve.
Meet customer needs; Actively solicit new customers; Track monthly production to the branch goals; Grow the book's value to meet goals; Keep a firm grasp on the retention of our clients
Industry & Context.
Solving complex problems; Embrace Gray Thinking; Use sound judgment while decision-making and problem-solving; Think outside the box
Physical demands: Sit for extended periods of time, Stand for extended periods of time, Perform repetitive finger, hand, and arm movement, Use electronic office equipment such as a computer keyboard, mouse, ten key, telephone, etc., View and read computer screens for extended periods, Occasionally stoop, kneel, crouch, or crawl, Occasionally lift or move up to 10 pounds.
What They're Looking For.
Must Have
Associate’s degree or equivalent from two-year college or technical school or two to four years’ related experience and/or or equivalent combination of education and experience, PC experience navigating in a Windows environment and using various applications, Basic internet skills, 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
Nice to Have
Production generation experience, Previous experience selling financial products, Previous experience growing and developing an existing customer base
What You'll Do.
Sell a full range of banking services and products to individual customers and small businesses
Provide exceptional customer service
Actively solicit new customers
Interview consumer or commercial loan customers
Process consumer loans
Provide sales leadership to staff
Participate in branch external business development efforts
Sell business products of a more complex nature
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
or during personal visits to local businesses
Outside sales calling
Conduct phone follow-up and actively raise customer awareness of bank products and services
Maintain an organized system for tracking and following up on customer needs
Track monthly production to the branch goals
Provide customer referrals to Treasury 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
Complete monthly online training
Actively work with a book of customers to build relationships
Grow the book's value to meet goals
Keep a firm grasp on the retention of our clients
Relationship reviews with a line of business
Represent Coastal positively and professionally
Follow and comply with all regulatory and compliance regulations
How You'll Work.
Team & Collaboration
Collaborating deeply; Take Care of Each Other; Understand what it means to be a true team player and have your teammate's back
Communication Scope
Verbal and written communication skills; Communicate effectively
Process & Methodology
Organize and strategize effectively
Full Job Description
ABOUT US 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 https://www.youtube.com/watch?v=UCWaDxFnla8&ab_channel=CoastalCommunityBank! OVERVIEW $1000 Signing Bonus! 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. RESPONSIBILITIES TO INCLUDE - 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 mon
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