Coastal
Banking
RelationshipBanker,Senior
Neural analysis suggests this role is
optimal for Mid candidates.
“Relationship Banker, Senior at Coastal. Skills: Customer service, Sales, Relationship building. Providing world-class customer service. Identifying customer needs and providing them with the appropriate services and products”
What You'll Achieve.
Help customers reach their financial goals; Grow the book's value according to goals; Keep a firm grasp on customer retention
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
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, Three to five years related experience and/or OR equivalent combination of education and experience, Follow and comply with all regulatory and compliance regulations
Nice to Have
Production generation experience preferred
What You'll Do.
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
or during personal visits to local businesses
Outside sales calling
Conduct customer phone follow-ups and actively raise customer awareness of bank products and services
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
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
Relationship reviews with other internal teams
Represent Coastal positively and professionally
Other duties may be assigned
Follow and comply with all regulatory and compliance regulations
How You'll Work.
Team & Collaboration
Work closely with their Bank Center Management and teams across the organization; Relationship reviews with other internal teams; 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, Always being prepared to adapt on the fly, Seek efficiencies for Coastal to work smarter, not harder
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 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. RESPONSIBILITIES TO INCLUDE The key responsibilities of the Sr. Relationship Banker are providing world-class customer service, identifying customer needs and providing them with the appropriate services and products, and engaging with prospective clients. The Sr. Relationship Banker will work closely with their Bank Center Management and teams across the organization to help customers meet their financial goals. In this role, you’ll assist with more complex products, such as consumer loans and cash management accounts. You’ll also be able to participate in community and industry events to
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