Affluent Banking Relationship Leader

Coastal Community Bank; Edmonds (WA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical Coverage

Health Savings Account (HSA)

Flexible Spending Accounts (FSA)

Dental and Vision Insurance

Life Insurance

Long-Term /Short-Term Disability (LTD)

Supplemental Benefits

401(k) Retirement Plan

Paid Time Off

Holidays

Job summary

Coastal Community Bank in Edmonds, WA is seeking a Sr. Client Manager to drive deposit growth and manage affluent client relationships within a defined market.

You will lead outreach, onboarding, and collaboration with internal teams to deliver tailored financial solutions, while expanding the portfolio and delivering a superior client experience across branches. This role emphasizes proactive relationship management, cross-functional partnerships, and community engagement to meet market growth

Qualifications

• 5+ years in banking, financial services, or relationship management.
• Proven success in deposit gathering, business development, and portfolio growth.
• Strong understanding of deposit and lending products.
• Excellent communication and client service skills.
• Ability to travel between assigned branches.

Responsibilities

• Manage and grow a portfolio of affluent clients and businesses.
• Retain and deepen relationships via personalized service and solution-oriented engagement.
• Championing a customer-first culture focused on needs-based solutions and long-term value.
• Lead efforts to acquire new-to-bank relationships and drive deposit growth.
• Ensure effective onboarding and implementation of products and services for new clients.
• Serve as the primary resource for deposit strategies across assigned branches.
• Drive outbound prospecting, lead generation, and referral sourcing.
• Represent Coastal at chambers, business associations, and community events.
• Partner with internal lines of business, Senior Client Managers, and other internal partners to expand client relationships and generate cross-functional referrals.
• Support pipeline management and contribute to market-level growth strategies.
• Measured on acquisition of new-to-bank relationships, deposit growth, onboarding effectiveness, and portfolio expansion.
• Accountable for client retention, cross-sell success, and revenue contribution.
• Work closely with Market Managers, Banking Center Managers, and product specialists.
• Partner with internal teams to resolve client issues and deliver value.
• Act as a liaison between clients and internal departments to ensure seamless service delivery.

Skills

Relationship management

Deposits growth

Communication skills

Travel between branches

Cross-functional collaboration

Education

Bachelor’s degree or equivalent experience

5+ years in banking/relationship management

Tools

Microsoft Office Suite

Project management tools

Job description

Coastal Community Bank in Edmonds, WA is seeking a Sr. Client Manager to drive deposit growth and manage affluent client relationships within a defined market.

You will lead outreach, onboarding, and collaboration with internal teams to deliver tailored financial solutions, while expanding the portfolio and delivering a superior client experience across branches. This role emphasizes proactive relationship management, cross-functional partnerships, and community engagement to meet market growth