Senior Client Manager - Edmonds

RESPONSIBILITIES TO INCLUDE

• Manage and grow a portfolio of affluent clients and businesses.
• Retain and deepen relationships via personalized service and solution-oriented engagement.
• Championing a customer-first culture focused on needs-based solutions and long-term value.
• Lead efforts to acquire new-to-bank relationships and drive deposit growth.
• Ensure effective onboarding and implementation of products and services for new clients.
• Serve as the primary resource for deposit strategies across assigned branches.
• Drive outbound prospecting, lead generation, and referral sourcing.
• Represent Coastal at chambers, business associations, and community events.
• Partner with internal lines of business, Senior Client Managers, and other internal partners to expand client relationships and generate cross-functional referrals.
• Support pipeline management and contribute to market-level growth strategies.
• Measured on acquisition of new-to-bank relationships, deposit growth, onboarding effectiveness, and portfolio expansion.
• Accountable for client retention, cross-sell success, and revenue contribution.
• Work closely with Market Managers, Banking Center Managers, and product specialists.
• Partner with internal teams to resolve client issues and deliver value.
• Act as a liaison between clients and internal departments to ensure seamless service delivery.
• QUALIFICATIONS
• 5+ years in banking, financial services, or relationship management.
• Proven success in deposit gathering, business development, and portfolio growth.
• Strong understanding of deposit and lending products.
• Excellent communication, consultative selling, and client service skills.
• Proven ability to manage multiple projects and deadlines simultaneously.
• Ability to travel between assigned branches.
• EDUCATION/EXPERIENCE
• Bachelor’s degree or equivalent experience preferred.
• 5+ years of experience in banking business development, financial services, or relationship management.
• Proficiency in Microsoft Office Suite and project management tools.

HOW YOU’LL THRIVE AT COASTAL

BEING YOU AT COASTAL

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 /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 !!

PHYSICAL DEMANDS

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.