Personal Banker FLOAT for branch locations- $1,000 Sign-On Bonus

Coastal Community Bank; Everett (WA); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading bank is looking for a Personal Banker to join its retail team, providing top-notch customer service and assisting clients with their financial goals. This role involves engaging with customers, assessing their needs, and promoting bank products while fostering professional relationships. The position combines sales, customer service, and community interaction, ensuring personal and team growth in a dynamic banking environment.

Benefits

Comprehensive Medical Insurance

401(k) with matching contribution

Tuition reimbursement

Flexible Wellness Days

Generous Vacation Time

Employee assistance program

Bonus Opportunity

Long Term Disability insurance

Life insurance

Technology Stipend

Qualifications

• Outgoing, professional attitude with customers and co-workers.
• Previous experience selling financial products.
• Ability to handle multiple tasks.

Responsibilities

• Provide world-class customer service and identify customer needs.
• Engage with prospective clients and provide appropriate services.
• Conduct customer follow-ups and maintain organized records.

Skills

Communication

Customer Service

Sales Experience

Detail Orientation

Education

Associate degree preferred

Job description

Apply

Job Type

Full-time

Description

ABOUT US

Coastal Community Bank is a little bit of banking and a lot of tech-ing. The people at Coastal don't just help people with their banking; they help reshape how banking technology allows and serves EVERYONE. We think and work like entrepreneurs, always moving and constantly improving. We care about each other, 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.

HOW THIS ROLE IMPACTS COASTAL

The Personal Banker is an essential part of the retail team. In this role, you’ll have an opportunity to get to know Coastal’s customers and attract new customers while helping them reach their financial goals. Whether providing support during a busy day at the branch or offering suggestions for products that fit their needs, you'll have the chance to make a real difference in people's lives. And as the retail industry evolves, you'll have the opportunity to grow along with it, learning new skills and adding value to the team.

WHAT YOU’LL DO AT COASTAL

The key responsibilities of the Personal Banker are providing world-class customer service, identifying customer needs and providing them with the appropriate services and products, and engaging with prospective clients. The Personal Banker will work closely with their Branch Manager and teams across the organization to help customers meet their financial goals. You’ll also be able to participate in community and industry events to represent Coastal. This role is a float role between all of our branch locations.

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.

Requirements

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.
• Basic internet skills.

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 is proud to be an equal opportunity employer.? All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We are also committed to compliance with all fair employment practices.

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.

Benefits:

• Coastal Community Bank offers a competitive salary commensurate with experience, qualifications, and location
• Bonus Opportunity (based on Company and Individual Performance)
• Comprehensive Medical Insurance, Dental, and Vision insurance
• Medical Flexible Spending Account
• Health Savings Account with generous employer contribution
• Generous Vacation Time
• Flexible Wellness Days
• 11 Paid Holidays
• Paid Sick Time
• Paid Volunteer Time Off
• Dependent Care Flexible Spending Account
• Employee assistance program
• Long Term Disability insurance
• Life insurance (up to twice annual salary at no cost)
• Legal Insurance
• Pet Insurance
• Technology Stipend
• 401(k) with matching contribution
• Tuition reimbursement
• Coastal Community Bank Account and Loan Perks
• Employee Logo Wear Allowance

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Salary Description

$24.28-$29.13 per hour