Senior Client Manager
Coastal Community BankBanking as company
Silver LakeSenior
The Banc Funds
Sales & Account Management
About the role
TL;DR
Drive deposit growth and manage affluent client relationships.
- •Client Manager focuses on affluent consumers and businesses, delivering personalized financial solutions through proactive outreach, relationship building, and community engagement.
- •Key Responsibilities Manage and grow a portfolio of affluent clients and businesses.
- •Retain and deepen relationships via personalized service and solution-oriented engagement.
- •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.
- •Requirements 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.
Required skills
Business DevelopmentSalesAccount ManagementCustomer Service
Domain expertise
fintech