Customer Service Representative II at Coastal Community Bank

Everett, Washington, United States -

Full Time

Start Date

Immediate

Expiry Date

17 Jun, 26

Salary

29.75

Posted On

19 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Relationship Building, Sales, Problem Solving, Communication, Attention To Detail, PC Experience, Internet Skills, Account Opening, Regulatory Compliance, Follow Up, Time Management, Adaptability, Judgment

Industry

Banking

Description

Description 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. WHAT YOU’LL DO AT COASTAL 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. HOW YOU’LL DO IT · 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. · Other duties as assigned. · Conduct research and calling on prospects. · Can open accounts and issue debit cards. · Can work BOB and give referrals to LOB partners. Requirements QUALIFICATIONS · 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 · Banking experience EDUCATION & EXPERIENCE · Associate’s degree (AA) or equivalent from two year college or technical school; or one to two years related experience and/or training equivalent combination of education and experience HOW YOU’LL THRIVE AT COASTAL 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 always being prepared to adapt on the fly. Seek efficiencies for Coastal to work smarter, not harder. Take Care of Each Other – Understand what it means to be a true team player and have your teammate's back. Practice self-awareness, and build your emotional intelligence PHYSICAL DEMANDS The physical demands described below are required to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee must: · have the ability to sit for extended periods of time · have the ability to stand for extended periods of time · have the ability to perform repetitive finger, hand, and arm movement · have the ability to use electronic office equipment such as a computer keyboard, mouse, ten key, telephone, etc. · view and read computer screen for extended periods · occasionally stoop, kneel, crouch, or crawl · occasionally lift or move up to 10 pounds BENEFITS WE OFFER 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 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. 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.

Responsibilities

The role involves soliciting and expanding customer relationships by assessing needs, suggesting appropriate products or services, and providing timely resolution for account-related issues. Responsibilities also include conducting phone follow-ups, maintaining tracking systems, making referrals to specialized lending areas, and performing operational duties like opening accounts.