Market Float Customer Service Representative III

About us:

Coastal Community Bank is a little bit of banking and a little bit 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.

Responsible for soliciting or building relationships with new customers, servicing and expanding relationships with existing customers. Assess customer needs, suggest or promote alternative products or services, and either fill the need or refer to appropriate area. Provide timely and accurate resolution of account related issues. This role will fill staffing needs within a specified market area:
Arlington, Darrington, Smokey Point and Downtown Everett

• Provide customer service in accordance with Coastal's Core Values.
• Interview and assess customer and non-customer needs and suggest appropriate products or services. This may be in the branch or a call to a local business, or from a book of business.
• Conduct phone follow up 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 track monthly production to the branch and individual 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 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. This may also include relationship reviews with a line of business.
• 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.

• Outgoing, professional attitude with customers, prospects and co-workers
• Proven effective verbal and written communication skills
• Required to handle multiple tasks at the same time
• PC experience navigating in a Windows environment and using multiple applications
• Must have excellent attention to detail to ensure timely and effective communication with customer until request/issues have been resolved
• Previous sales experience, preferably of financial products and relationship development for retention
• Basic internet skills
• Must have banking experience

• Associate’s degree (AA) or equivalent from two year college or technical school;
• One to two years related experience and/or training;
• Equivalent combination of education and experience

• 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…