Installer Support Specialist

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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

• Serve as the primary point of contact for solar installers, delivering empathetic, responsive support across OneEthos and Bodhi platforms • Build trusted relationships through consistent, human-centered interactions • Ensure installers feel heard, supported, and confident in every engagement • Welcome and onboard new installers into the network • Train sales representatives, owners, and admins on systems and operational processes • Enable installers to confidently navigate tools and workflows from day one • Assist installers with loan applications to ensure a seamless pipeline from submission to completion • Take full ownership of installer issues and follow through to resolution • Maintain clear communication and accountability throughout the support lifecycle • Monitor installer engagement and performance signals to identify risks • Proactively reach out to address concerns before escalation • Support long-term installer success and retention through early intervention • Develop deep knowledge of OneEthos and Bodhi products • Share installer insights and feedback to inform product improvements and innovation • Identify referral opportunities and collaborate across teams within the organization • Adopt a commitment to environmental, social, economic, and racial justice • Stay informed of applicable regulatory requirements and complete all mandatory compliance and IT training • Pursue and demonstrate an understanding of established Bank policies, procedures, and regulations • Question suspicious activity and collaborate closely with the respective department(s) to help prevent fraudulent activity

🎯 Requirements

• Strong customer support or installer-facing experience with a focus on relationship building • Excellent verbal and written communication skills with active listening ability • Proven problem-solving mindset with ownership of issues through resolution • Ability to learn and adapt quickly to new technologies and platforms • Familiarity with financial services, lending, or banking regulations is a plus

🏖️ 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