Director of ESOP Lending

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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

• Originate ESOP and employee ownership lending and deposit opportunities, including buyouts, refinancings, recapitalizations, and growth financings • Build referral relationships with ESOP advisors, attorneys, trustees, valuation firms, investment bankers, and other industry partners • Develop a national ESOP pipeline through networking, thought leadership, and industry involvement • Represent the bank at ESOP conferences, events, and educational forums • Be the primary relationship manager for ESOP clients and trusted advisor to owners and employee-owned companies • Lead discussions related to transaction structure, capital needs, timing, and bank requirements • Coordinate onboarding, documentation, and closing with internal partners • Maintain long-term client relationships post close with high service standards • Lead deal structuring with clients, ESOP advisors, and internal credit teams • Act as liaison between clients and underwriting, credit, legal, and loan operations • Maintain accountability for relationship health, satisfaction, and credit compliance • Partner on reviews, amendments, and ongoing monitoring • Identify risks or growth opportunities and escalate as needed • Support development of the bank’s ESOP lending strategy and go-to-market approach • Educate internal teams on ESOP structures, market dynamics, and client needs • Contribute to best practices and scalable growth processes • Embody a commitment to environmental, social, economic, and racial justice • Pursue education related to sustainability practices • Understand and follow Bank policies, procedures, and regulations • Protect the organization and its customers by identifying and escalating suspicious or fraudulent activity

🎯 Requirements

• Bachelor’s degree in finance, business, accounting, or a related field • 8+ years of commercial banking or corporate finance experience • Experience with ESOPs or complex middle-market lending structures • Proven ability to source, manage, and close complex transactions • Prior ESOP lending or advisory experience (preferred) • Familiarity with ESOP trustees, valuation firms, and ERISA counsel (preferred) • Experience working remotely or in distributed teams (preferred) • Success building national referral networks (preferred)

🏖️ 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