Relationship Banker, Senior

The role

The Sr. Relationship Banker provides customer service and identifies product needs for customers. You will engage with prospective clients and assist with complex products like consumer loans and cash management accounts.

What you will do

• 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.
• Perform outside sales calling as determined by Bank Center Management.
• Conduct customer phone follow-ups and raise 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.
• 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.

Required qualifications

• 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 training; OR equivalent combination of education and experience.
• Sit for extended periods of time.
• Stand for extended periods of time.

Nice to have

• Production generation experience
• Associate degree (A. A.) or equivalent from two-year college or technical school

Benefits

• Medical Coverage: three competitive medical plans
• Health Savings Account (HSA)
• Flexible Spending Accounts (FSA)
• Dental and Vision Insurance
• Company-paid basic life insurance
• Options to purchase additional life insurance
• Long-Term /Short-Term Disability (LTD)
• Hospital Indemnity, Accident Insurance, and Critical Illness coverage
• 401(k) Retirement Plan with company matching
• Generous vacation and sick leave policies
• 11 paid holidays throughout the year

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.