Senior Relationship Banker

Responsibilities

• Sell a full range of banking services and products to individual customers and small businesses
• Interview and assess customer needs to suggest appropriate products or services
• Conduct outside sales calling and business development efforts
• Provide customer referrals to Treasury Management, Commercial, and Consumer Lending
• Maintain an organized system for tracking customer needs and monthly production goals
• Complete required account documentation according to bank guidelines
• Manage and grow a book of customers to ensure client retention

Requirements

• Outgoing and professional attitude
• Strong verbal and written communication skills
• Ability to handle multiple tasks simultaneously
• Excellent attention to detail
• Proficiency in Windows environments and basic internet skills

Preferred Qualifications

• Associate’s degree or equivalent
• Two to four years of related experience or training
• Previous experience selling financial products
• Experience in production generation and growing a customer base

Benefits

• Medical, Dental, and Vision insurance
• Health Savings Account (HSA) and Flexible Spending Accounts (FSA)
• Company-paid basic life insurance
• Long-Term and Short-Term Disability
• 401(k) retirement plan with company matching
• Generous paid time off and 11 paid holidays
• Supplemental benefits including Hospital Indemnity and Accident Insurance

About the Company

Coastal is at the forefront of modern banking, combining strong financial infrastructure with cutting-edge Banking-as-a-Service (BaaS) and fintech enablement strategies.