Sr. Relationship Banker

About Us

Coastal is at the forefront of modern banking, combining strong financial infrastructure with cutting-edge 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 you're someone who thrives in a fast-moving environment, loves solving complex problems, and wants to help shape the future of banking, we’d love to meet you. Check out our video here!

Overview

$1000 Signing Bonus!

Responsibilities

• 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.
• Outside sales calling is required and determined by Bank Center Management.
• Conduct phone follow-up and actively raise customer awareness of bank products and services. These activities may have a standard of frequency set by Bank Center Management.
• Maintain an organized system for tracking and following up on customer needs and track 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 with a book of customers to build relationships, grow the book's value to meet goals, and keep a firm grasp on the retention of our clients. May also include relationship reviews with a line of business.
• Other duties may be assigned.
• Follow and comply with all regulatory and compliance regulations.

Qualifications

• Outgoing, professional attitude with customers, prospects, and co-workers.
• Handle multiple tasks at the same time.
• Excellent attention to detail.

Education/Experience

• A. A. or equivalent from two-year college or technical school preferred;
• Two to four years’ related experience and/or training;
• Or equivalent combination of education and experience.
• PC experience navigating in a Windows environment and using various applications.
• Basic internet skills.
• Prior experience selling financial products.
• Prior experience growing and developing an existing customer base.

How You’ll Thrive At Coastal

• Be the Best – Communicate effectively, pay close attention to detail, and prioritize your personal development.
• 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.
• 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.
• Un-Bankey – Use sound judgment while decision-making and problem-solving. Think outside the box.
• 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.

Benefits

• 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 out-of-pocket costs.
• Dental and Vision Insurance: Plans to keep you and your family smiling and seeing clearly.
• Life Insurance: Company-paid basic life insurance with options to purchase additional coverage for yourself and your dependents.
• Long-Term / Short-Term Disability (LTD): Income protection in the event of a long-term illness or injury.
• Safety Net 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

• 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.
• Sometimes stoop, kneel, crouch, or crawl.
• Lift or move up to 10 pounds occasionally.