Job Title

Location Edmonds Branch Employment Type Full time Location Type On-site Department Retail Compensation $29.44 $41.22 per hour ABOUT US Coastal is at the forefront of modern banking, combining strong financial infrastructure with cuttingedge 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 youre someone who thrives in a fastmoving environment, loves solving complex problems, and wants to help shape the future of banking, wed love to meet you. OVERVIEW The Sr. Relationship Banker is an essential part of the retail team. In this role, youll have an opportunity to get to know Coastals 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, youll have the chance to make a real difference in peoples lives. And as the retail industry evolves, youll 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 worldclass 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, youll assist with more complex products, such as consumer loans and cash management accounts. Youll also be able to participate in community and industry events to represent Coastal. HOW YOU''LL DO IT Provide customer service per Coastal''s Core Values. Interview and assess customer and noncustomer needs and suggest appropriate products or services. Communicate with customers in the branch, over the phone, or during personal visits to local businesses. Outside sales calling is required and determined by Bank Center Management. Conduct customer phone followups and actively raise customer awareness of bank products and services. These activities may have a standard of frequency set by branch management. 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, Commercial, and Consumer Lending, Cash 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. This may also include 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. QUALIFICATIONS General understanding of the digital payment processing environment. Outgoing, professional attitude with customers, prospects, and coworkers. 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. Production generation experience preferred. Basic internet skills. EDUCATION/EXPERIENCE Associate degree (A. A.) or equivalent from twoyear college or technical school preferred. Three to five years related experience and/or training; OR equivalent combination of education and experience. HOW YOULL THRIVE AT COASTAL Be the Best Communicate effectively, pay close attention to detail, and prioritize your personal development. Be Relentless Thrive in a goaloriented environment exercising both patience and persistence. Advocate for our customers and team members and strive to promote the Coastal Difference. Be UnBankey Be a forward thinker with a creative mindset. Build longlasting relationships promoting the Coastal Difference, built on a foundation of integrity, honesty, and trust. Embrace Gray Thinking Use sound judgment while decisionmaking and problemsolving. Think outside the box. Stay Flexible Organize and strategize effectively while always being prepared to adapt on the fly. Seek efficiencies for Coastal to work smarter, not harder. Take Care of Each Other Understand what it means to be a true team player and have your teammate''s back. Practice selfawareness and build your emotional intelligence. BEING YOU AT COASTAL Coastal is an equal opportunity employer. We are committed to providing a workplace free from discrimination and harassment. All employment decisions are based on merit, qualifications, and business needs. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other protected status under applicable laws. BENEFITS WE OFFER Were proud to offer a comprehensive benefits package designed to support your health, financial wellbeing, and worklife balance. Our offerings include: Medical Coverage : Choose from three competitive medical plans to find the coverage that best fits your needs and lifestyle. Health Savings Account (HSA) : Available with eligible medical plans, offering tax advantages and employer contributions. Flexible Spending Accounts (FSA) : Options for healthcare and dependent care expenses to help you save on outofpocket costs. Dental and Vision Insurance : Plans to keep you and your family smiling and seeing clearly. Life Insurance : Companypaid basic life insurance with options to purchase additional coverage for yourself and your dependents. LongTerm /ShortTerm Disability (LTD) : Income protection in the event of a longterm illness or injury. Supplemental Benefits : Including Hospital Indemnity, Accident Insurance, and Critical Illness coverage to provide extra financial support when you need it most. 401(k) Retirement Plan : A competitive retirement savings plan with company matching to help you plan for the future. Paid Time Off : Generous vacation and sick leave policies to support your time away from work. Holidays : Enjoy 11 paid holidays throughout the year. PHYSICAL DEMANDS The physical demands described below are required to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee must be able to: 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. OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, and responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. #J-18808-Ljbffr