Customer Service Representative II

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

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

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.

Coastal is an equal opportunity employer.

We are committed to providing a workplace free from discrimination and harassment.

All employment decisions are based on merit, qualifications, and business needs.

We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other protected status under applicable laws.

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 /Short-Term Disability (LTD): 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.

Check out our benefits on our careers site!!

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 be able to:

Sit for extended periods of time.

Stand for extended periods of time.

Perform repetitive finger, hand, and arm movement.

Use electronic office equipment such as a computer keyboard, mouse, ten key, telephone, etc.

View and read computer screens for extended periods.

Occasionally stoop, kneel, crouch, or crawl.

Occasionally lift or move up to 10 pounds.

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.