Senior Personal Banker

3 weeks ago

Snohomish, United States Coastal Community Bank Full time

Job Type

Full-time

Description

ABOUT US

Coastal Community Bank is a little bit of banking and a little bit of tech-ing. The people at Coastal don't just help people with their banking; they help reshape how banking technology allows and serves EVERYONE. We think and work like entrepreneurs, always moving and constantly improving. We care about each other, are go-getters, work hard, and play hard. If you're someone who thrives on innovation, wants to help others succeed, knows how to think outside the box, and believes that we're all in this together - you belong here.

WHAT YOU'LL DO AT COASTAL

You'll sell a full range of banking services and products to individual customers and small business' with an emphasis on meeting customer needs, providing exceptional customer service and actively soliciting new customers. Interview consumer loan customers, process consumer loans, provide sales leadership to staff, and participate in branch outside business development efforts. May also sell business products of a more complex nature, i.e. cash management accounts.

HOW YOU'LL DO IT

  • Provide customer service in accordance with Coastal's Core Values
  • Interview and assess customer and non-customer needs and suggest appropriate products or services
  • Conduct phone follow up and actively raise customer awareness of bank products and services
  • Maintain an organized system for tracking and following up on customer needs
  • Provide customer referrals to Commercial and Consumer Lending, Cash Management and Real Estate Lending.
  • Provide resolution and follow through on customer issues and concerns
  • Complete account documentation according to bank guidelines
  • Maintain current knowledge of banking rules and regulations
  • Represent Coastal in a positive and professional manner
  • Follow and comply with all regulatory and compliance regulations


Requirements

WHAT YOU'LL BRING

QUALIFICATIONS

•General understanding of the digital payment processing environment.

•Excellent analytic skills

•Required to handle multiple tasks at the same time

•Must have excellent attention to detail to ensure timely and effective communication

•Strong research skills involving customer and transactions using core system, BSA software, social media, and internet

•Prior experience with personal computers and Windows based software and excel spreadsheets.

EDUCATION & EXPERIENCE

•Associate degree (A. A.) or equivalent from two-year college or technical school preferred; OR three to five years related experience and/or training; OR equivalent combination of education and experience.

HOW YOU'LL THRIVE AT COASTAL

Be the Best - Communicate effectively, pay close attention to detail, and prioritize your personal development.

Be Relentless - Thrive in a goal-oriented environment exercising both patience and persistence. Advocate for our customers and team members and strive to promote the Coastal Difference.

Be Un-Bankey - Be a forward thinker with a creative mindset. Build long-lasting relationships promoting the Coastal Difference, built on a foundation of integrity, honesty, and trust.

Embrace Gray Thinking - Use sound judgment while decision-making and problem-solving. 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 self-awareness and build your emotional intelligence.

BEING YOU AT COASTAL

Coastal is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We are also committed to compliance with all fair employment practices.

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:

•have the ability to sit for extended periods of time

•have the ability to stand for extended periods of time

•have the ability to perform repetitive finger, hand, and arm movement

•have the ability to use electronic office equipment such as a computer keyboard, mouse, ten key, telephone, etc.

•view and read computer screen 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, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Salary Description

$29.44 - $35.33

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