Digital Banking Support Representative – Part-Time

🕒 August 11

🇺🇸 United States – Remote

⏱ Part Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

👻 Ghost score 22%

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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

• Respond to Tier 1 inbound calls and emails regarding online banking access, login assistance, digital application issues and general account inquiries • Provide Tier 1 technical support and basic troubleshooting for mobile and online banking platforms • Deliver timely, solution-oriented customer service through inbound and outbound interactions • Identify cross-sell opportunities and conduct outbound calls to support deposit growth and non-interest income • Assist with overflow requests to open new consumer deposit accounts and establish customer profiles • Support marketing campaigns and digital banking initiatives to drive adoption and customer engagement • Maintain accurate documentation of customer interactions and call records in the CRM system • Verify submitted information during digital onboarding for compliance with bank policies and guidelines • Monitor and achieve First Call Resolution, Customer Satisfaction and Cross-Sell Conversion Rate metrics • Promote the Bank’s mission and values through community engagement and advocacy for clean energy solutions • Stay informed about regulatory requirements and complete mandatory compliance and IT training • Question suspicious activity and collaborate with relevant departments to help prevent fraud • Participate in the Topgrading hiring process, including conversations with team members

🎯 Requirements

• Progressive or comprehensive experience in a client-centric, high-volume role, ideally in a remote environment • Proven, consistent achievement of business growth goals and financial targets • Ability to work independently under limited direction and supervision • Independent judgment, high accuracy and attention to detail • Strong time management and organizational skills • Confident, precise and professional communication skills • Strong relationship-building, influencing and decision-making skills • Strong knowledge of financial products, services, applicable regulations and laws, or willingness to pursue education promptly • Overall business acumen and understanding of consultative sales • Ability to learn new tools quickly and leverage technology for efficiency • Commitment to environmental, social, economic and racial justice • Ability to complete mandatory compliance and IT training • Ability to understand and follow bank policies, procedures and regulations • Must be a non-smoker or affirm commitment to cessation within 90 days of offer acceptance • Valid U.S. work authorization; the employer does not offer visa sponsorship • Availability during Eastern Standard Hours • Ability to sustain standing and sitting, communicate frequently, use a PC and type, maintain monitor attention, and occasionally lift up to 20 lbs • Ability to complete cognitive and personality assessments, credit and background checks, and reference checks during the hiring process

🏖️ Benefits

• Annual bonus, incentives and equity may be available • 100% employer-paid medical, dental and vision insurance for employees • Employer contribution for dependents • 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 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- 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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