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
- Provide world-class customer service.
- Identify customer needs and provide them with appropriate services and products.
- Engage with prospective clients.
- Work closely with Branch Manager and teams across the organization to help customers meet their financial goals.
- 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.
- Conduct customer phone follow-ups and actively raise customer awareness of bank products and services.
- 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, and keep a firm grasp on customer retention.
- Represent Coastal positively and professionally.
- Follow and comply with all regulatory and compliance regulations.
- Other duties may be assigned.
WHAT YOU’LL BRING
- Outgoing, professional attitude with customers, prospects, and co-workers.
- Verbal and written communication skills.
- Ability to handle multiple tasks simultaneously.
- PC experience navigating in a Windows environment and using various applications.
- Excellent attention to detail.
- Previous experience selling financial products.
- 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.
PHYSICAL DEMANDS
- Ability to sit for extended periods of time.
- Ability to stand for extended periods of time.
- Ability to perform repetitive finger, hand and arm movement.
- Ability to use electronic office equipment such as computer keyboard and mouse.
- Occasionally stoop, kneel, crouch, or crawl.
- Occasionally lift and/or move up to 10 pounds.
- 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:
- 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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