Senior Deposits Growth & Relationships Leader

Coastal

Everett (WA)

On-site

USD 113,169 - 141,162

Full time

14 days+
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Benefits offered by this job

Medical Coverage
HSA Plan
Dental and Vision Insurance
Life Insurance
Disability Insurance
401(k) Matching
Paid Time Off

Job summary

Coastal in Everett, WA is seeking a Sr. Client Manager who will drive deposit growth among affluent clients and businesses through proactive outreach, relationship building, and community engagement.

You will own a portfolio, lead onboarding of new clients, collaborate with Banking Center Managers and product specialists, and represent Coastal at local chambers and events with a focus on new relationships and cross‑sell.

Qualifications

  • 5+ years in banking, financial services, or relationship management.
  • Proven ability to gather deposits and grow portfolios.
  • Strong communication and consultative selling 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.
  • 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.

Skills

Deposit growth
Relationship management
Affluent clients
Prospecting

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office Suite
Project management tools

Job description

Coastal in Everett, WA is seeking a Sr. Client Manager who will drive deposit growth among affluent clients and businesses through proactive outreach, relationship building, and community engagement.

You will own a portfolio, lead onboarding of new clients, collaborate with Banking Center Managers and product specialists, and represent Coastal at local chambers and events with a focus on new relationships and cross‑sell.

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