Customer Service Representative III - Camano Island

The role

The Customer Service Representative III solicits and builds relationships with new and existing customers. This person assesses customer needs, promotes products, and provides resolution for account issues.

What you will do

• Solicit or build relationships with new customers
• Service and expand relationships with existing customers
• Assess customer needs and suggest or promote alternative products or services
• Provide timely and accurate resolution of account related issues
• Conduct phone follow up to raise customer awareness of bank products and services
• Maintain an organized system for tracking customer needs and monthly production
• Provide customer referrals to various lending and management departments
• Complete account documentation according to bank guidelines
• Maintain current knowledge of banking rules and regulations
• Provide back-up to tellers and assist with operations duties

Required qualifications

• Associate’s degree (AA) or equivalent from two year college or technical school; or One to two years related experience and/or training; or equivalent combination of education and experience
• Outgoing, professional attitude with customers, prospects, and co-workers
• Proven effective verbal and written communication skills
• Required to handle multiple tasks at the same time
• PC experience navigating in a Windows environment and using multiple applications
• Must have excellent attention to detail
• Basic internet skills
• Must have banking experience

Nice to have

• Previous sales experience, preferably of financial products and relationship development for retention

Benefits

• Medical Coverage
• Health Savings Account (HSA)
• Flexible Spending Accounts (FSA)
• Dental and Vision Insurance
• Company-paid basic life insurance
• Long-Term /Short-Term Disability (LTD)
• Hospital Indemnity
• Accident Insurance
• Critical Illness coverage
• 401(k) Retirement Plan with company matching
• Paid Time Off
• 11 paid holidays

About the company

Coastal combines financial infrastructure with Banking-as-a-Service and fintech enablement strategies. They support individuals and empower businesses by integrating modern banking technology.