Affluent Client Growth Manager - Deposit & Onboarding

Coastal; Edmonds (WA); On-site; USD 113,169 - 141,162; Full time

Benefits offered by this job

Medical coverage

HSA

Dental and vision insurance

401(k)

Job summary

Coastal is seeking a Sr. Client Manager in the United States to drive deposit growth within a defined market.

This high‑impact role focuses on affluent clients and businesses, delivering personalized financial solutions through proactive outreach, relationship building, and community engagement. As a key driver of deposit gathering, onboarding new‑to‑bank customers, and ensuring seamless product implementation, you will partner with internal teams to deliver a consistent client experience and

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, consultative selling, and client service skills.
• Proven ability to manage multiple projects and deadlines simultaneously.
• 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.
• Champion 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

Client service

Communication

Travel ability

Education

Bachelor’s degree

Tools

MS Office

PM tools

Job description

Coastal is seeking a Sr. Client Manager in the United States to drive deposit growth within a defined market.

This high‑impact role focuses on affluent clients and businesses, delivering personalized financial solutions through proactive outreach, relationship building, and community engagement. As a key driver of deposit gathering, onboarding new‑to‑bank customers, and ensuring seamless product implementation, you will partner with internal teams to deliver a consistent client experience and