Banking Relationship Specialist II

Coastal Community Bank; Everett (WA); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Medical coverage

Health Savings Account

Flexible Spending Accounts

Dental and Vision Insurance

Life Insurance

Disability Insurance

Supplemental Benefits

401(k) Retirement Plan

Paid Time Off

Holidays

Job summary

Coastal Community Bank in Everett, WA is seeking a proactive relationship-focused professional to solicit and grow new and existing business customers. You’ll assess needs, promote banking products, open accounts, and ensure timely resolution of requests.

The ideal candidate has an AA or equivalent, strong communication, multitasking ability, and prior sales experience in financial services. Join a team committed to excellent service and a comprehensive benefits program.

Qualifications

• Outgoing, professional attitude with customers, prospects, and coworkers.
• Proven verbal and written communication skills.
• Ability to handle multiple tasks simultaneously.
• PC experience navigating Windows and multiple applications.
• Excellent attention to detail to resolve requests timely.
• Previous sales experience, preferably financial products and relationship development.
• Basic internet skills.
• Banking experience.

Responsibilities

• Provide customer service in line with Coastal’s Core Values.
• Interview and assess customer needs; suggest appropriate products or services.
• Conduct follow up calls and raise awareness of bank products.
• Maintain an organized system for tracking customer needs and production goals.
• Refer customers to Treasury Management, Commercial and Consumer Lending, Cash Management and Real Estate Lending.
• Resolve customer issues promptly and follow through on concerns.
• Complete account documentation according to bank guidelines.
• Stay current with banking rules and complete monthly training.
• Represent Coastal in a positive and professional manner.
• Provide back‑up to tellers and assist with operations duties.
• Grow customer relationships and retention; conduct reviews as needed.
• Ensure compliance with regulatory requirements.
• Other duties as assigned.
• Conduct research and calling on prospects.
• Open accounts and issue debit cards.
• Work with BOB and refer to LOB partners.

Skills

Out-going attitude

Verbal and written communication

Multitasking

PC experience

Attention to detail

Sales experience

Internet skills

Banking experience

Education

AA degree or equivalent

Job description

Coastal Community Bank in Everett, WA is seeking a proactive relationship-focused professional to solicit and grow new and existing business customers. You’ll assess needs, promote banking products, open accounts, and ensure timely resolution of requests.

The ideal candidate has an AA or equivalent, strong communication, multitasking ability, and prior sales experience in financial services. Join a team committed to excellent service and a comprehensive benefits program.