Coastal · 1 day ago
Client Manager, Senior
MARYSVILLE,WA,US
Full-time
Onsite
Senior Level
$113K/yr - $141K/yr
5+ years expCoastal is a modern banking company focused on integrating innovative banking technology for individuals and businesses. The Sr. Client Manager role is essential for driving deposit growth and managing relationships with affluent clients through personalized financial solutions and proactive outreach.
Financial Services
Responsibilities
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
Qualification
Required
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
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
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.
Company
Coastal
At Coastal, we are redefining the banking experience through innovative embedded finance solutions tailored for the modern marketplace.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Danica Hudson
SVP, Head of Enterprise Partnerships & Payments
Erika Heer
Executive Vice President, Chief Human Resources Officer
Recent News
Bank Think
2025-09-29
2025-09-22
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