Job Title: Relationship Manager

Position Location: Floater - NC (Raleigh, Apex, Holly Springs, and surrounding areas)

Your impact:

The Relationship Manager builds rapport with our members and acts as their consultant in meeting their financial needs, mortgage lending needs, and providing referrals to business partners.

As a key contributor to the Coastal team, your responsibilities will be:

• (60%) Developing, implementing, and monitoring your own action plan to achieve personal and branch goals including, but limited to:

• Loan Origination
• Deposit Origination
• New Membership
• New Checking
• Credit Life and Disability
• GAP
• Referrals

(15%) Opening and maintaining products in accordance with guidelines, policies, and procedures to ensure proper documentation is completed and errors are prevented

• (15%) Completing the standardized relationship building plan for all new memberships

• (10%) Assisting with Branch Manager tasks in the absence of the Manager: opening/closing procedures, branch related reports, and audit preparations

Interested? Here are the qualifications we need to see on your resume:

Experience:

• Five years of retail financial institution experience in a branch role requiring the meeting of individual sales goals and including three years of experience with account servicing and opening auto loans, credit cards and equity loans

Education:

• High school diploma or equivalent

For consideration visit https://coastal24.applicantpool.com/jobs/ . You can also scroll back up to the top of this page to the "Apply Now" section.

Deadline for Application: All resumes must be received on or before 3/28/2025

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Coastal Federal Credit Union is committed to providing reasonable accommodations to applicants who may have disabilities. If you need special assistance or an accommodation in applying for employment, please contact our HR department at slepanto@coastal24.com. Request for reasonable accommodation will be considered on a case by case basis.

"It's our duty to create a workplace and company culture where everyone feels heard and valued, and is appreciated for their unique backgrounds, experiences, and perspectives. At the end of the day, what truly matters is that every person who walks through our doors believes that they are an integral part of our team and can bring their best, true self to work each day. Building a culture of inclusivity means creating an environment where everyone thrives and succeeds together."

• Tyler Grodi, CEO

VEVRAA Federal Contractor

Equal Opportunity/Affirmative Action Employer

Minority/Female/Disability/Veterans