Senior Client Manager - Edmonds

The role

You will manage and grow a portfolio of affluent clients and businesses in a defined market. Your main job is deposit growth through new-to-bank relationships, proactive outreach, and community engagement.

What you will do

• Manage and grow a portfolio of affluent clients and businesses.
• Retain and deepen relationships with personalized, solution-oriented service.
• 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 teams, Senior Client Managers and other partners to expand client relationships.
• Resolve client issues and act as liaison between clients and internal departments.
• Be measured on acquisition, deposit growth, onboarding, retention and cross-sell.

Required qualifications

• 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 at once.
• Ability to travel between assigned branches.
• Proficiency in Microsoft Office Suite and project management tools.
• Sit and stand for extended periods.
• Use computer keyboard, mouse and screens for extended periods.
• Occasionally lift or move up to 10 pounds.

Nice to have

• Bachelor's degree or equivalent experience.

Benefits

• Three medical plans to choose from.
• Health Savings Account (HSA) with employer contributions, with eligible medical plans.
• Flexible Spending Accounts for healthcare and dependent care.
• Dental and vision insurance.
• Company-paid basic life insurance, with options for additional coverage.
• Long-term and short-term disability insurance.
• Supplemental hospital indemnity, accident and critical illness coverage.
• 401(k) retirement plan with company matching.
• Generous vacation and sick leave.
• 11 paid holidays per year.

About the company

Coastal is a bank combining financial infrastructure with Banking-as-a-Service and fintech enablement, serving individuals and businesses. The company describes itself as entrepreneurial, focused on impact, speed and continuous improvement.