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Client Relationship Specialist

2 months ago

Woodinville, Washington, United States Coastal Community Bank Full time
ABOUT COASTAL COMMUNITY BANK

Coastal Community Bank represents a distinctive fusion of finance and innovation. Our team is committed to not just delivering banking services but also transforming the application of technology within the financial sector. With a culture that promotes creativity and teamwork, our employees are driven by a passion for helping others succeed and thinking innovatively. If you excel in a collaborative environment and are eager to make a meaningful impact, Coastal is the ideal workplace for you.

POSITION TITLE: Personal Banker

ROLE SUMMARY

As a Personal Banker at Coastal, you will be an integral part of our retail team. Your key responsibilities will encompass fostering relationships with clients, understanding their financial requirements, and providing customized solutions to assist them in reaching their objectives. With an emphasis on outstanding customer service and ongoing professional development, you will play a vital role in the growth and prosperity of Coastal.

KEY RESPONSIBILITIES
  • Deliver exceptional customer service aligned with Coastal's Core Values.
  • Evaluate client needs and suggest suitable products and services.
  • Engage with clients through multiple channels and outreach initiatives.
  • Collaborate with internal departments to assist clients in achieving their financial goals.
  • Represent Coastal at community and industry functions.
  • Ensure adherence to banking regulations and complete necessary documentation.
QUALIFICATIONS
  • Exhibit professionalism and strong communication abilities.
  • Capable of managing multiple tasks and prioritizing responsibilities.
  • Proficient in utilizing PC applications and navigating Windows environments.
  • Previous experience in selling financial products and expanding client relationships.
  • Detail-oriented with a results-driven approach.
EDUCATION & EXPERIENCE
  • Associate degree preferred, along with relevant professional experience.
  • Familiarity with banking regulations and compliance.
  • Demonstrated success in customer relationship management.
WHY WORK WITH COASTAL

Opportunities for Growth - Access to personal and professional development resources.

Collaborative Environment - Work within a diverse and supportive team.

Innovative Atmosphere - Join a forward-thinking organization that values creativity and integrity.

Comprehensive Benefits - Enjoy a competitive benefits package and bonus potential.

Diversity Commitment - Coastal is dedicated to fostering diversity and inclusion in the workplace.

PHYSICAL DEMANDS

To effectively fulfill the responsibilities of this position, candidates must be able to sit, stand, and operate electronic office equipment. Occasional lifting and movement may be necessary. Reasonable accommodations can be arranged for individuals with disabilities.

JOIN OUR TEAM

If you are enthusiastic about customer service, financial solutions, and making a positive difference, consider a career as a Personal Banker at Coastal Community Bank.

Salary Range: $24.28-$29.13 per hour