Full-Time

Customer Service Manager

Posted on 8/19/2025

Coastal Community Bank

Coastal Community Bank

501-1,000 employees

Community bank and BaaS provider

No salary listed

Everett, WA, USA

In Person

Category
Customer Experience & Support (1)
Required Skills
Customer Service
Requirements
  • Excellent interpersonal, verbal, and written communications skills
  • Ability to resolve complex problems with minimal guidance
  • Ability to manage multiple tasks/projects and deadlines simultaneously
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
  • Thorough knowledge of spreadsheet software, word processing software, and internet use
  • Ability to effectively present information and respond to questions from management, customers, and employees
  • Ability and experience coaching, training in a sales environment
  • Experience working with production goal
  • Previous banking experience preferred
Responsibilities
  • Oversee all operations of the branch to attain internal performance objectives for the branch, including deposits, loan goals and quality of branch audits
  • Provide and maintain a professional, business-like atmosphere within the branch office
  • Effectively coach and model activities to ensure prompt, accurate and dependable customer service
  • Participate in sales activities like outside business development, networking, partnering with the lines of business within the bank on joint or individual sales calling and referrals according to branch objectives
  • Deepen and maintain existing customer relationships through a book of business as assigned by management
  • Maintain an organized system for tracking and following up on customer needs of an individual book of business and coaching team on a system for tracking their own performance to goals, enhancing a book of business and sales activities
  • Support daily operations of the branch to ensure success of the team
  • Takes a leadership role in policy and procedural requirements to ensure operational, regulatory and security compliance
  • Represent the bank to the community through excellent customer relations and community involvement
  • Participate in activities for generating new business, i.e., sales calls, special promotions etc.
  • Counsel and coach employees when needed and help identify training needs within team
  • Provide assistance in performance evaluation process and recommend ratings and salary adjustments to Regional Manager
  • Compliance with all regulatory requirements
  • Other duties may be assigned
Desired Qualifications
  • Degree from four-year college or university preferred
  • Two to four years of related experience and/or training preferred
  • Equivalent combination of education and training
  • Previous banking experience preferred
Coastal Community Bank

Coastal Community Bank

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Preparing company summary based on provided description.

Company Size

501-1,000

Company Stage

IPO

Headquarters

Everett, Washington

Founded

1997

Simplify Jobs

Simplify's Take

What believers are saying

  • Robinhood Banking partnership launches in 2025, boosting CCBX fee revenue.
  • Dave transitions all customers to Coastal by Q1 2026, expanding deposits.
  • Q1 2026 CCBX deposits surged 35.6%, program fees up 73.4% year-over-year.

What critics are saying

  • BaaS loan expenses compress non-GAAP net interest margin to 3.90% in Q1 2026.
  • Evolve Bank term sheet due diligence fails, blocking asset acquisition growth.
  • Dave's Evolve history triggers FDIC scrutiny, causing partner exodus by 2027.

What makes Coastal Community Bank unique

  • CCBX delivers BaaS with debit, credit sponsorship, and lending for fintechs.
  • Databricks powers secure real-time data sharing and risk monitoring for partners.
  • Hybrid model blends Puget Sound community banking with national fintech enablement.

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Benefits

Flexible Work Hours

Company News

Yahoo Finance
Mar 21st, 2026
Coastal Financial trades at 24.1x P/E, double sector average of 11.1x despite recent share price pullback

Coastal Financial (CCB) shares have declined 2.4% over the past day and 3.3% over the past week, despite stronger longer-term performance. The bank is valued at $1.16 billion, with revenue of $349 million primarily generated through its CCBX Banking as a Service platform. CCB currently trades at a price-to-earnings ratio of 24.1 times, more than double the US Banks industry average of 11.1 times and above its estimated fair P/E of 20.8 times. This premium valuation suggests investors are backing the company's earnings profile and digital banking platform. However, recent share price weakness and the bank's heavy reliance on its Banking as a Service platform could challenge the valuation premium. The company generates revenue through three segments: CCBX Banking, Community Bank operations and Treasury & Administration.

Yahoo Finance
Jan 29th, 2026
Coastal Financial beats Q4 revenue expectations with $138M, up 23.3% year-on-year

Coastal Financial reported Q4 2025 revenue of $138 million, up 23.3% year-on-year and beating analyst estimates of $132.5 million. However, the banking services provider missed earnings expectations with non-GAAP profit of $0.82 per share, 19.3% below consensus. Net interest income of $79.37 million fell short of the $81.92 million estimate, whilst net interest margin of 7% missed the 7.2% forecast. The efficiency ratio of 52.8% beat expectations of 55.1%. During the quarter, loans receivable increased $45.7 million and deposits grew $171.6 million. CEO Eric Sprink highlighted continued progress in the company's CCBX Banking-as-a-Service segment. Coastal Financial, which operates in the Pacific Northwest, has grown revenue at a 47.4% compound annual rate over five years.

Yahoo Finance
Jan 29th, 2026
Coastal Financial posts $0.82 Q4 EPS, misses estimates by 29%

Coastal Financial Corporation reported fourth-quarter earnings of $0.82 per share, missing the Zacks Consensus Estimate of $1.16 per share by 29%. This represents a decline from $0.94 per share a year ago. The company has failed to surpass consensus earnings estimates over the last four quarters. Quarterly revenues reached $138.03 million, missing estimates by 14.06% and down from $143.27 million in the prior year. The company has topped consensus revenue estimates only once in the past four quarters. Coastal Financial shares have fallen 11.9% year-to-date, underperforming the S&P 500's 1.9% gain. The company currently holds a Zacks Rank of 4 (Sell), suggesting near-term underperformance. Analysts expect earnings of $1.27 per share on revenues of $164.4 million for the coming quarter.

GlobeNewswire
Jan 9th, 2026
Coastal Financial Corporation Acquires GreenFi Brand, Expanding Strategic Flexibility

Coastal Financial Corporation acquires GreenFi brand, expanding strategic flexibility. January 09, 2026 18:32 ET | Source: Coastal Financial Corporation EVERETT, Wash., Jan. 09, 2026 (GLOBE NEWSWIRE) - Coastal Financial Corporation (Nasdaq: CCB), the holding company for Coastal Community Bank, today announced that it has acquired ownership of the GreenFi brand of climate-friendly consumer financial services products from Mission Financial Partners. As part of the transaction, Mission Financial Partners will continue to partner with Coastal to operate and market the GreenFi program through its existing technology platform. This structure is designed to maintain operational continuity while enabling Coastal to guide the brand over time. Mission Financial Partners will also continue to offer customers access to sustainable investment options through its Redwood Fund family of mutual fund products. Coastal will continue to serve as the banking partner for GreenFi's consumer financial services program and assume responsibility for governance, oversight, and long-term brand stewardship. The acquisition builds on a longstanding relationship between Coastal and GreenFi and reflects Coastal's strategy of supporting innovative digital banking products through a strong, regulated banking platform. The transaction provides Coastal with direct control over the brand's strategic direction while preserving flexibility for future growth and integration. "Acquiring the GreenFi brand gives Coastal full control over a mission driven consumer financial products offering in an area of increasing consumer demand," said Eric Sprink, CEO of Coastal Community Bank. "We were very intentional that this next phase of our partnership preserved customer continuity, while creating optionality for how the GreenFi platform may grow in the future, whether through continued partnership, deeper integration, or expanded product offerings." The decision to acquire the GreenFi brand reinforces Coastal's position as a durable, trusted banking partner to fintech companies, one that can support innovation through partnership, ownership, and disciplined execution within a regulated banking framework. Coastal's community-centered banking philosophy focused on trust, responsible growth, and long-term customer relationships will increasingly inform the GreenFi customer experience. "This deepens a relationship that has been successful for both organizations," said Tim Newell, Founder and CEO of Mission Financial Partners. "We will continue to focus on operating the GreenFi program, building products, and delivering a strong customer experience." Customers will not experience any changes to their accounts, services, or access as a result of the acquisition. Account terms, digital experiences, and customer support channels will remain unchanged, and no action is required at this time. Customers may access frequently asked questions and additional details regarding the ownership transition here. About Coastal Community Bank Coastal Financial Corporation (Nasdaq: CCB), is an Everett, Washington based bank holding company whose wholly owned subsidiaries are Coastal Community Bank ("Bank") and Arlington Olympic LLC. The $4.55 billion Bank provides service through 14 branches in Snohomish, Island, and King Counties, one loan production office in King County, the Internet and its mobile banking application. The Bank provides banking as a service to broker-dealers, digital financial service providers, companies and brands that want to provide financial services to their customers through the Bank's CCBX segment. To learn more about Coastal Financial Corporation visit www.coastalbank.com. Contact Eric Sprink, Chief Executive Officer, [email protected] Brandon J. Soto, Executive Vice President & Chief Financial Officer, [email protected] About GreenFi For more than a decade, GreenFi has provided climate-aligned consumer banking products designed to give people greater transparency and control over where their money goes. By integrating sustainability considerations into everyday financial decisions, GreenFi helps customers manage their finances while supporting a more sustainable future. To learn more about GreenFi visit www.greenfi.com. About Mission Financial Partners Mission Financial Partners is a financial technology company building climate-aligned banking and investment products that help people use their money to drive real-world impact. Mission operates GreenFi, a climate-focused financial platform offering spending, savings, and investment accounts designed to ensure customers' money supports a more sustainable future. This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. Any statements about our management's expectations, beliefs, plans, predictions, forecasts, objectives, assumptions or future events or performance are not historical facts and may be forward-looking. These statements are often, but not always, made through the use of words or phrases such as "anticipate," "believes," "can," "could," "may," "predicts," "potential," "should," "will," "estimate," "plans," "projects," "continuing," "ongoing," "expects," "intends" and similar words or phrases. Any or all of the forward-looking statements in this earnings release may turn out to be inaccurate. The inclusion of or reference to forward-looking information in this earnings release should not be regarded as a representation by us or any other person that the future plans, estimates or expectations contemplated by us will be achieved. We have based these forward-looking statements largely on our current expectations and projections about future events and financial trends that we believe may affect our financial condition, results of operations, business strategy and financial needs. Our actual results could differ materially from those anticipated in such forward-looking statements as a result of risks, uncertainties and assumptions that are difficult to predict. Factors that could cause actual results to differ materially from those in the forward-looking statements include, without limitation, the risk that changes in U.S. trade policies, including the imposition of tariffs and retaliatory tariffs, may adversely impact our business, financial condition, and results of operations and those other risks and uncertainties discussed under "Risk Factors" in our Annual Report on Form 10-K for the most recent period filed and in any of our subsequent filings with the Securities and Exchange Commission. If one or more events related to these or other risks or uncertainties materialize, or if our underlying assumptions prove to be incorrect, actual results may differ materially from what we anticipate. You are cautioned not to place undue reliance on forward-looking statements. Further, any forward-looking statement speaks only as of the date on which it is made, and we undertake no obligation to update or revise any forward-looking statement to reflect events or circumstances after the date on which the statement is made or to reflect the occurrence of unanticipated events, except as required by law.

Neo Search Ltd
Mar 27th, 2025
Robinhood Markets Stock Struggles to Stay Above $45

Robinhood is collaborating with Coastal Community Bank in order to launch its new Robinhood Banking service.

INACTIVE