--- title: 'Senior Client Manager - Silver Lake at Coastal Community Bank' canonical: 'https://feeny.ai/job/senior-client-manager-silver-lake-coastal-community-bank-silver-lake-branch-etn25q0vpkfq' type: 'job' last_seen: '2026-09-12' --- # Senior Client Manager - Silver Lake at Coastal Community Bank - **Company:** Coastal Community Bank - **Location:** Silver Lake Branch - **Compensation:** $113k–$141k - **Employment:** full-time - **Work type:** onsite - **Posted:** 2026-07-17 - **Last confirmed live:** 2026-09-12 - **Apply:** https://jobs.ashbyhq.com/coastal/f3f14aa8-59d6-47a6-aef7-be3d19aca152 ## Job description ## ABOUT US Coastal is at the forefront of modern banking, combining strong financial infrastructure with cutting-edge Banking-as-a-Service (BaaS) and fintech enablement strategies. We support not only individuals with their personal banking needs; we also empower businesses by integrating modern banking technology that drives growth, flexibility, and innovation. At Coastal, we think and move like entrepreneurs; focused on impact, speed, and continuous improvement. We believe in working smart, collaborating deeply, and building solutions that unlock real potential. If you're someone who thrives in a fast-moving environment, loves solving complex problems, and wants to help shape the future of banking, we’d love to meet you. Check out our video [here](https://www.youtube.com/watch?v=UCWaDxFnla8&ab_channel=CoastalCommunityBank)! ## OVERVIEW The Sr. Client Manager is a high-impact individual contributor and key driver of deposit growth within a defined market. This role focuses on affluent consumers and businesses, delivering personalized financial solutions through proactive outreach, relationship building, and community engagement. Sr. Client Managers are responsible for growing the portfolio through deposit gathering and onboarding new-to-bank customers, ensuring seamless product and service implementation in partnership with internal teams. They serve as trusted advisors, managing branch customer portfolios and collaborating with Bank Center Managers and internal partners to deliver consistent client experience and meet market-level growth goals. ## 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. - Proven ability to manage multiple projects and deadlines simultaneously. - Proficiency in Microsoft Office Suite and project management tools. ## HOW YOU’LL THRIVE AT COASTAL - 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. ## BEING YOU AT COASTAL 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. ## 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](https://jobs.ashbyhq.com/coastal)!! ## PHYSICAL DEMANDS 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. ## 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. ## About Coastal Community Bank ## Company Overview - **One-liner**: Coastal Community Bank is a community bank that blends traditional banking with embedded finance solutions, serving small and medium-sized businesses, individuals, and fintech partners through its Banking as a Service (BaaS) division. - **Entity Type**: Public (Nasdaq: CCB, holding company: Coastal Financial Corporation) - **Headquarters**: Everett, Washington, USA - **Founded**: 1997 (bank charter issued) - **Founders**: Not publicly listed as a single founder; the bank was established as a community institution. ## Core Business - Primary industry: Banking and Financial Services - Target customers: Small and medium-sized businesses (SMBs), professionals, individuals in the Puget Sound area, and fintech companies/broker-dealers nationwide via BaaS. - Mission or purpose statement: "Champion the small business person" and "making a positive difference in our communities." ## Products & Services - **Community Banking (Retail & Business)**: Full-service personal and business banking including checking, savings, loans, mortgages, credit card processing, and treasury management services, offered through 14 full-service branches in Snohomish, Island, and King Counties, plus mobile and online banking. (Service) - **CCBX (Banking as a Service)**: A fintech division that provides BaaS to financial technology companies and broker-dealers, allowing partners to deliver seamless banking services to their clients nationwide. (Service) - **Credit Card Processing**: Solutions for businesses to accept payments online, in-store, or on the go. (Service) ## Market Standing - **Valuation/Market Cap**: $2 Billion in Assets (milestone reached in recent years; exact market cap not disclosed on the site, but the IPO was completed in October 2018 on Nasdaq under ticker CCB). - **Key Metric**: $2 Billion in Assets as of a recent milestone; Annual Revenue not publicly detailed on the site (public filings would be available via SEC). - **Notable Investors/Partners**: Publicly traded on Nasdaq; partners include fintech companies and broker-dealers via the CCBX division. - **Growth Signals**: Completed IPO in 2018 to raise capital for the BaaS division; grew from $1B to $2B in assets in a few years; largest community bank by deposit market share in Snohomish County; expanded from 7 to 12 branches post-recession, tripling market share. ## Competitive Advantages - **Hybrid Model**: Seamlessly combines the trusted legacy of traditional banking with cutting-edge Embedded Finance (BaaS) solutions, offering a one-stop shop for both local businesses and national fintech partners. - **Community Focus**: Deeply rooted in the Puget Sound area with a 22+ year history of community involvement, non-profit support, and local relationships, differentiating from large national banks. - **Forward-Thinking**: Early mover in the BaaS space, going public to fund this division and positioning itself at the intersection of traditional banking and fintech innovation. ## Strategic Focus - Current priorities include scaling the CCBX BaaS division to support growing fintech companies nationwide, continuing to expand its community banking footprint, and leveraging technology to improve efficiency and customer experience. - Growth is driven by hiring skilled employees, expanding digital infrastructure, and maintaining a strong balance sheet. ## Why Work Here - **Culture**: Values include "Be Relentless," "Stay Flexible," "Embrace Gray Thinking," and "Take Care of Each Other." Emphasizes work-life balance, community impact, and employee appreciation events. - **Remote/Hybrid Policy**: Offers both remote and onsite employment options, with employees across 40 states and 215 cities in the U.S. - **Notable Perks**: Competitive salary, medical/dental/vision insurance, PTO/holidays/vacation/sick time, 401(k) with match, subsidized gym and wellness programs, employee charitable giving fund, employee loan program, career mentoring, recognition programs, and employee logo wear. - **Growth**: Strong focus on internal promotion and skill development with training programs in core banking, compliance, customer relations, and fintech solutions. Employees are encouraged to grow and advance. - **Team Size**: Approximately 507 employees. ## Sources 1. [coastalbank.com](https://www.coastalbank.com/) 2. [coastalbank.com - About Us](https://www.coastalbank.com/about-us/) 3. [coastalbank.com - Careers](https://www.coastalbank.com/careers/) 4. [jobs.ashbyhq.com](https://jobs.ashbyhq.com/coastal) 5. [ir.coastalbank.com - Investor Relations](https://ir.coastalbank.com/overview/default.aspx) ## Other roles at Coastal Community Bank - [Financial Controls Reporting Specialist](https://feeny.ai/job/financial-controls-reporting-specialist-coastal-community-bank-remote-jc18cevc65a3) - [Fintech Financial Controls Reporting Analyst](https://feeny.ai/job/fintech-financial-controls-reporting-analyst-coastal-community-bank-remote-t6z79g5g994r) - [Fintech Financial Controls Analyst](https://feeny.ai/job/fintech-financial-controls-analyst-coastal-community-bank-remote-8edw3jygw5me) - [Customer Experience Specialist](https://feeny.ai/job/customer-experience-specialist-coastal-community-bank-evergreen-way-branch-s0kbfea497wq) — Evergreen Way Branch - [Customer Experience Specialist - Hybrid](https://feeny.ai/job/customer-experience-specialist-hybrid-coastal-community-bank-evergreen-way-p1h5w60pqfr1) — Evergreen Way Branch - [Sr. Risk & Control Analyst](https://feeny.ai/job/sr-risk-control-analyst-coastal-community-bank-remote-2f8r0f23g9nb) - [Credit Risk Data Scientist II](https://feeny.ai/job/credit-risk-data-scientist-ii-coastal-community-bank-remote-d61h20q2s7xw) - [Director of Partner Credit Risk Management & Oversight](https://feeny.ai/job/director-of-partner-credit-risk-management-oversight-coastal-community-bank-fdmtqw54bqvz) - [Customer Service Representative III - Camano Island](https://feeny.ai/job/customer-service-representative-iii-camano-island-coastal-community-bank-camano-gdfqj5scj9h4) — Camano Island Branch - [Financial Operations Program Manager](https://feeny.ai/job/financial-operations-program-manager-coastal-community-bank-remote-9w04fzwgny98)