Customer Service Representative III - Everett Main at Coastal Community Bank

Everett, Washington, United States -

Full Time

Start Date

Immediate

Expiry Date

29 Dec, 25

Salary

0.0

Posted On

30 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Communication Skills, Sales Experience, Banking Experience, Attention to Detail, Relationship Development, Problem Solving, PC Experience, Time Management, Organizational Skills, Product Knowledge, Regulatory Compliance, Follow Up, Account Management, Research Skills, Team Collaboration

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. Job Summary: 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. Essential Duties and 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. 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 Must have banking experience EDUCATION AND/OR 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 PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully 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 ability to use electronic office equipment such as, computer keyboard and mouse, ten key, telephone, etc Occasionally stoop, kneel, crouch, or crawl. Occasionally lift and/or move up to10 pounds have the ability to view and read computer screen for extended periods of time

Responsibilities

The Customer Service Representative III is responsible for building relationships with new and existing customers, assessing their needs, and providing timely resolutions to account-related issues. This role includes promoting bank products and services while ensuring compliance with banking regulations.