Private Client Manager

Coastal Community Bank is a leader in banking, specializing in Banking-as-a-Service (BaaS) and fintech strategies powered by a strong financial infrastructure. The people at Coastal not only help people with their personal banking; our teams help businesses integrate banking technology that drives growth, enables flexible financing, and unlocks new possibilities. We think and work like entrepreneurs—constantly innovating, improving, and moving forward.

We are go-getters who 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.

As a Private Client Manager, you will serve as a trusted advisor to high-net-worth individuals and business clients, delivering customized banking solutions with a focus on deposit needs to assist in meeting broader financial strategies. You will be responsible for managing a deposit portfolio of private and commercial clients, deepening relationships, and identifying opportunities to meet their complex financial needs.

• Serve as the primary point of contact for a portfolio of private and commercial clients.
• Build and maintain strong, long-term relationships by delivering exceptional service and proactive financial guidance.
• Conduct regular client reviews to assess financial needs and recommend appropriate lending and banking solutions.

• Proven track record of identifying, acquiring and managing high-value client relationships.
• Strong knowledge of Private and Commercial Deposit and Treasury Management product offerings.
• Excellent interpersonal, communication and negotiation skills.
• Driving required? Yes.
• Ability to identify, discuss and collaborate on client’s lending and other ancillary banking needs in partnership with other lines of business within the bank.

• Bachelor’s degree in Finance, Business Administration, or a related field; OR an equivalent combination of education and relevant experience.
• 3-8 years of relevant/progressive experience in, private banking, business banking or relationship management.
• Required certifications/licenses? None
• Basic proficiency with Microsoft suite of products to include Outlook, Excel, Word, Teams.

• 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.