Personal Banker- Everett Branch

Description

ABOUT US

Coastal Community Bank is a leader in Banking with strong Financial infrastructure leading Banking as a Service (BaaS) and Fintech strategies. The people at Coastal not only help people with their personal banking; they help businesses with banking technology integration that leads to business growth, flexible financing, and unimagined potential. We think and work like entrepreneurs, always moving and constantly improving. We 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

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 or commercial loan customers, process consumer loans, provide sales leadership to staff, and participate in branch outside business development efforts. Also sell business products of a more complex nature, i.e. cash management accounts.

Requirements

HOW YOU’LL DO IT

• 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 branch management.
• Conduct customer phone follow-ups 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.

WHAT YOU’LL BRING

• Outgoing, professional attitude with customers, prospects, and co-workers.
• 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.
• Proficiency in Microsoft suite of products to include Word, Teams, Outlook and Excel.

EDUCATION & EXPERIENCE

• Associate degree (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.

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 Community Bank 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. 

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 ability to use electronic office equipment such as, computer keyboard and mouse, ten key, telephone, etc.
• Occasionally stoop, kneel, crouch, or crawl.
• Occasionally lift and/or move up to 10 pounds.
• Have the ability to view and read computer screen for extended periods of time.

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.