Customer Service Representative II

Coastal•Everett, WA

About The Position

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.

Requirements

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

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.
Other duties as assigned.
Conduct research and calling on prospects.
Can open accounts and issue debit cards.
Can work BOB and give referrals to LOB partners.

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 /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.