Senior Client Manager - Silver Lake

The role

The Senior Client Manager is an individual contributor who drives deposit growth within a defined market. This person manages a portfolio of affluent consumers and businesses through proactive outreach and relationship building.

What you will do

• Manage and grow a portfolio of affluent clients and businesses.
• Retain and deepen relationships via personalized service.
• Lead efforts to acquire new-to-bank relationships and drive deposit growth.
• Ensure effective onboarding and implementation of products and services.
• 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 lines of business to expand client relationships.
• Support pipeline management and market-level growth strategies.
• Act as a liaison between clients and internal departments.

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 simultaneously.
• Ability to travel between assigned branches.
• Proficiency in Microsoft Office Suite and project management tools.

Nice to have

• Bachelor’s degree or equivalent experience preferred

Benefits

• Three competitive medical plans
• Health Savings Account (HSA) with employer contributions
• 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

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.