Senior Banking Customer Advocate

Coastal Community Bank; Washington; On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical Coverage

Health Savings Account (HSA)

Dental and Vision Insurance

401(k) Retirement Plan

Paid Time Off

Holidays

Job summary

Coastal Community Bank is seeking a customer-focused professional to build and grow relationships with new and existing clients in Washington. You will assess needs, promote suitable banking products, and resolve account issues promptly to ensure client satisfaction.

Role requires strong communication, multitasking, and banking experience. You will collaborate with Treasury Management and Lending teams while maintaining regulatory compliance and accurate documentation.

Qualifications

• Provide customer service in accordance with Coastal’s Core Values.
• Interview and assess customer needs and suggest appropriate products or services.
• Conduct phone follow up and actively raise customer awareness of bank products and services.
• Maintain an organized system for tracking and following up on customer needs.
• 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 account documentation according to bank guidelines.
• Maintain current knowledge of banking rules and regulations and complete monthly online training.
• Represent Coastal in a positive and professional manner.
• Provide back-up to the tellers and/or assist with operations duties as assigned.
• Actively work a book of customers to build relationships, grow the value of the book as management has goaled and keep a strong grasp on the retention of our clients.
• Compliance with all regulatory requirements.
• Conduct research and calling on prospects.
• Can open all personal and business accounts and issue debit cards.
• Can work BOB and give referrals to LOB partners.
• Can actively work new accounts, research businesses to call, and set up appointments for calling.
• Conducts audits, wires, business loans, and consumer/ RE loans.
• Other duties assigned.

Responsibilities

• Solicit or build relationships with new customers and service existing ones.
• Assess customer needs and promote appropriate products or services.
• Provide timely resolution of account related issues.
• Refer customers to Treasury Management, Commercial and Consumer Lending teams.
• Maintain documentation and keep knowledge up-to-date on banking regulations.
• Support operations and provide back-up to tellers as needed.

Education

AA degree or equivalent

1–2 years related experience

Job description

Coastal Community Bank is seeking a customer-focused professional to build and grow relationships with new and existing clients in Washington. You will assess needs, promote suitable banking products, and resolve account issues promptly to ensure client satisfaction.

Role requires strong communication, multitasking, and banking experience. You will collaborate with Treasury Management and Lending teams while maintaining regulatory compliance and accurate documentation.