Relationship Banker, Senior

About Us

Coastal is at the forefront of modern banking, combining strong financial infrastructure with cutting‑edge Banking‑as‑a‑Service (BaaS) and fintech enablement strategies. We support individuals with personal banking needs and empower businesses by integrating technology that drives growth, flexibility, and innovation.

The Sr. Relationship Banker is an essential part of the retail team. In this role, you’ll have an opportunity to get to know Coastal’s customers, attract new customers, and help them reach their financial goals. You’ll provide support during busy branch days, offer product suggestions, and grow along with the evolving retail industry.

$1000 Signing Bonus!

• Provide world‑class customer service, identify customer needs, and recommend appropriate services and products.
• Engage with prospective clients.
• Assist with more complex products such as consumer loans and cash management accounts.
• Represent Coastal at community and industry events.

• 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.
• Outside sales calling is required and determined by Bank Center Management.
• 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 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 according to goals, and keep a firm grasp on customer retention. This may also include relationship reviews with other internal teams.
• Represent Coastal positively and professionally.
• Other duties may be assigned.
• Follow and comply with all regulatory and compliance regulations.

• General understanding of the digital payment processing environment.
• Outgoing, professional attitude with customers, prospects, and co‑workers.
• Verbal and written communication skills.
• Ability to handle multiple tasks at the same time.
• PC experience navigating in a Windows environment and using various applications.
• Excellent attention to detail.
• Previous experience selling financial products.
• Previous experience growing and developing an existing customer base.
• Production generation experience preferred.
• Basic internet skills.

Associate degree (A/A) or equivalent from a two‑year college or technical school preferred. Three to five years related experience and/or training, or an equivalent combination of education and experience.

We’re proud to offer a comprehensive benefits package designed to support your health, financial well‑being, and work‑life balance. Our offerings include:

• Medical Coverage:
  Choose from three competitive medical plans.
• Health Savings Account (HSA):
  Available with eligible medical plans, with tax advantages and employer contributions.
• Flexible Spending Accounts (FSA):
  Options for healthcare and dependent care expenses.
• Dental and Vision Insurance:
  Plans to keep you and your family smiling and seeing clearly.
• Life Insurance:
  Company‑paid basic life insurance with optional supplemental coverage.
• Long‑Term / Short‑Term Disability (LTD):
  Income protection in the event of a long‑term illness or injury.
• Supplemental Benefits:
  Hospital Indemnity, Accident Insurance, and Critical Illness coverage.
• 401(k) Retirement Plan:
  Competitive retirement savings plan with company matching.
• Paid Time Off:
  Generous vacation and sick leave policies.
• Holidays: 11 paid holidays throughout the year.

The physical demands described below are required to perform the essential functions of this job. Reasonable…