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Coastal · 1 month ago

Market Float Customer Service Representative III

Arlington, WA

Full-time

Onsite

Entry, Mid Level

$24.28/hr - $33.99/hr

1+ years exp

Coastal Community Bank is a blend of banking and technology, aiming to reshape how banking technology serves everyone. The Market Float Customer Service Representative III is responsible for building and servicing customer relationships, assessing needs, and providing timely resolutions to account-related issues.

Financial Services

Responsibilities

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

Qualification

Customer serviceBanking experienceSales experiencePC experienceVerbal communicationWritten communicationRelationship developmentBasic internet skillsMulti-taskingAttention to detail

Required

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; or

One to two years related experience and/or training; or

Equivalent combination of education and experience

Benefits

Medical Coverage: Choose from three competitive medical plans to find the coverage that best fits your needs and lifestyle.

Health Savings Account (HSA): Available with eligible medical plans, offering tax advantages and employer contributions.

Flexible Spending Accounts (FSA): Options for healthcare and dependent care expenses to help you save on out-of-pocket costs.

Dental and Vision Insurance: Plans to keep you and your family smiling and seeing clearly.

Life Insurance: Company-paid basic life insurance with options to purchase additional coverage for yourself and your dependents.

Long-Term (LTD)/Short-Term Disability (STD): Income protection in the event of a long-term illness or injury.

Supplemental Benefits: Including Hospital Indemnity, Accident Insurance, and Critical Illness coverage to provide extra financial support when you need it most.

401(k) Retirement Plan: A competitive retirement savings plan with company matching to help you plan for the future.

Paid Time Off: Generous vacation and sick leave policies to support your time away from work.

Holidays: Enjoy 11 paid holidays throughout the year.