Teams at Coastal Financial Corporation

Lead second-line credit risk oversight for BaaS partners: build frameworks, manage a partner credit risk team, evaluate models and underwriting, monitor portfolios, perform counterparty financial analysis, support onboarding and regulatory compliance, and implement controls for partner credit risk.

Manage and grow a portfolio of affluent consumer and business clients by acquiring new-to-bank relationships, driving deposit growth, ensuring smooth onboarding, delivering needs-based financial solutions, generating leads, representing the bank in the community, and partnering with internal teams to retain and expand client relationships.

Senior Client Manager responsible for acquiring and growing affluent consumer and business client relationships, driving deposit growth, onboarding new-to-bank customers, and delivering personalized solutions. Engages in outbound prospecting, community representation, cross-functional collaboration, and pipeline management to meet market-level growth, retention, and cross-sell targets.