VP Client Relationship Manager

Job Purpose

We are seeking a driven, relationship‑oriented Private Client Relationship Manager to expand our presence across the Rhode Island and Southeastern MA with high-net-worth members and the small‑business community. This individual will be in the community - identifying, engaging, and cultivating relationships with business owners who can benefit from our consumer and small business deposit, cash‑management, and lending solutions.

Additional performance-based commission opportunity with this position. The ideal candidate is a proactive person who has a proven record of building a strong pipeline, understands small business owners’ business and personal financial needs, and collaborates seamlessly with internal partners to deliver a best‑in‑class member experience.

Founded in 1928 and based in Pawtucket, Coastal1 Credit Union is a growing, member-focused organization serving over 130,000 members. Today, Coastal1 has 19 branches throughout RI and MA, including Bristol, Cranston (2), Cumberland, East Greenwich, East Providence (2), Johnston, North Kingstown, North Providence, Pawtucket (3), Providence, Smithfield, Wakefield, Warwick (2), and North Attleboro.
We are committed to helping members achieve their financial goals. Coastal1 Credit Union is committed to providing the best in products, services, rates and changes in technology for our members convenience and security providing "The smarter way to bank." We are focused on simply being the best overall community financial institution in the markets we serve.

Coastal1 offers competitive pay and great benefits including medical, dental and vision for you and your dependents. In addition, we offer paid time off to promote work/life balance, on-site fitness center, 401(k) with a company match, employee homebuyer assistance, plus much more!

Role Responsibilities:

1. Build a pipeline of relationships with business owners, centers of influence, community organizations, and referral partners.
2. Develop and execute a disciplined weekly routine to acquire, retain, and grow high-net-worth relationships and business opportunities.
3. Manage a robust pipeline of prospects, ensuring consistent movement through the sales cycle.
4. Present and sell the value of Coastal1’s consumer and business deposit accounts, cash management services, and lending solutions.
5. Identify lending opportunities and work closely with lending teams to structure solutions.
6. Represent Coastal1 Credit Union at networking events, business associations, and community functions.
7. Partner with branch managers, commercial lenders, and senior leaders to deliver comprehensive solutions.
8. Ensure smooth handoffs and coordinated support for new and existing small business members.
9. Share market insights and prospecting strategies with internal teams to strengthen overall market performance.
10. Serve as a trusted advisor to prospective high-net-worth and small business members, understanding their operational needs and financial goals.
11. Provide seamless onboarding experience for high-net-worth and business members.
12. Maintain ongoing communication to ensure long-term satisfaction and retention.
13. All other responsibilities as assigned.

Qualifications:

• Proven success in business development, sales, or relationship management in banking or financial services with a large portfolio of relationships that has grown over time.
• Demonstrated ability to build and manage a member pipeline with discipline and consistency to acquire, retain, and grow high-net-worth and small business owner relationships.
• Strong understanding of high-net-worth and small business financial needs, including deposits, cash management, and lending.
• Excellent communication, presentation, and interpersonal skills.
• Self-motivated, organized, and prior success working independently in the field.
• Ability to maintain a high level of professionalism and excellent customer service skills, demeanor, appropriate business appearance, and demonstrated knowledge of Coastal1’s products and services, policies, and procedures.
• Ability to maintain a positive and upbeat Coastal1 image.
• Ability to handle confidential information securely.
• Ability to work collaboratively across all levels and functions of Coastal1 to coordinate solutions.
• Ability to work independently and as a team member. 
• Valid driver’s license and ability to travel throughout Rhode Island.
• Familiarity with PC’s and basic office software such as MS Office.
• Bi-lingual helpful.

Equal Opportunity Employer