Customer Service Representative

🕒 6 days ago

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Climate First Bank

WebsiteLinkedInAll Job Openings

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

• Handle incoming calls to the main phone line with urgency and exceptional customer service. • Manage customer inquiries via phone and email. • Provide meaningful support to branches and ensure compliance and accuracy. • Promote Climate First Bank’s suite of products and services while maintaining a customer-first mindset.

🎯 Requirements

• Prior experience in customer service or sales; banking experience preferred. • Strong sales instincts and knowledge of consultative sales techniques. • Commitment to social, economic, environmental, and racial justice. • Curiosity and interest in core values and sustainability practices. • Understanding of established Bank policies, procedures, and regulations. • Ability to question suspicious activity and collaborate with Compliance department.

🏖️ Benefits

• 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 — 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 based on officer level plus additional tenure-based time. • 64 Hours of Paid Sick Time for all full-time employees. • Company-Paid Life Insurance. • Short- & Long-Term Disability Insurance. • Voluntary Life, Accident & Critical Illness Coverage. • Employee Assistance Program (EAP) with free counseling, legal, and financial services.