Customer Representative

Job not on LinkedIn

🕒 August 6

🇺🇸 United States – Remote

💵 $23 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 32%

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Logo of Climate First Bank

Climate First Bank

51 - 200 employees

Founded 2020

🏦 Banking

⚡ Energy

Banking • Energy

Climate First Bank is a mission-driven, FDIC‑insured bank that focuses on climate and community impact while offering full-service personal and business banking. The bank provides impact-oriented deposit products (Impact Checking, Impact Money Market, CDs), consumer and residential mortgage lending, and a prominent solar financing program (consumer and commercial solar loans, project energy finance) designed to fund emissions-reducing home and infrastructure upgrades. Climate First also offers business banking (SBA lending, factoring/ABL, business money market accounts), ESOP financing, a mobile app and online banking, and tools like a Deposit Impact Calculator and a Demand Deposit Marketplace. The institution highlights impact metrics (e. g. , 9,000+ households supported through its solar loan program, 30,000+ customers, $67M strategic funding round) and emphasizes transparent, mission-aligned lending and stewardship.

📋 Description

• Answer all incoming calls through the main phone line efficiently and professionally • Handle account maintenance requests, product or rate questions, and simple troubleshooting • Monitor the main information email inbox and respond to inquiries promptly • Prevent call backlogs, avoid calls going to voicemail, and return all voicemails before end of day • Answer customer questions and liaise with other teams while owning external customer communication • Consult callers, recommend products and services, or refer them to appropriate Bank resources • Promote Climate First Bank’s full suite of products and services • Maintain compliance, accuracy, and a customer-first approach in every interaction • Question suspicious activity and collaborate with Compliance on potentially fraudulent activity • Stay informed on legal and regulatory requirements and complete web-based compliance and IT training • Embody the Bank’s mission and commitment to social, economic, environmental, and racial justice • Pursue education related to sustainability practices • Support branches as an extension of in-branch services

🎯 Requirements

• Prior experience in customer service or sales; banking experience preferred; retail or sales environment acceptable • Strong sales instincts and knowledge of consultative sales techniques • Strong customer service and communication skills • Knowledge of financial products, services, applicable regulations and laws • Ability to learn new tools quickly and leverage technology to create efficiencies • Ability to work Eastern Standard Hours • Must be a non-smoker or affirm commitment to cessation within 90 days of offer acceptance • Valid work authorization in the United States; no visa sponsorship available • Successful completion of cognitive and personality assessments • Credit and background checks before the final interview • References from former mentors and managers • Ability to perform sustained standing and sitting, frequent communication and PC use, occasional lifting up to 20 lbs

🏖️ Benefits

• Annual bonus, incentives and equity may be available • 100% employer-paid health coverage for employees; employer contribution for dependents • Medical, Dental & Vision Insurance • Health Savings Account (HSA) • Free telemedicine access via Teladoc • 401(k) with 6% employer match and no vesting period • Employee stock options • Exclusive employee banking perks • 0% financing for employee solar loans • Employee-only mortgage product with exclusive interest rates and terms • 0% financing for eligible electric vehicles (EVs) • Referral incentives • 2–4 weeks of vacation plus additional tenure-based time • 64 hours of paid sick time for all full-time employees • Company-paid life insurance • Short- and long-term disability insurance • Voluntary life, accident and critical illness coverage • Employee Assistance Program (EAP) with free counseling, legal, and financial services • Occasional U.S. travel for company events

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