Customer Service Representative

🕒 5 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

• Serve as a front face of Climate First Bank and first line of defense for callers and incoming customer emails • Handle all incoming calls to the main phone line with urgency, resourcefulness, and exceptional customer service • Answer customer questions and liaise with other teams while owning external communication • Consult callers on products and services, make recommendations, and refer them to appropriate Bank resources • Handle account maintenance requests, product and rate questions, and simple troubleshooting requests • Monitor the main information email inbox and respond to inquiries promptly and professionally • Prevent call backlogs, avoid calls going to voicemail, and return all voicemails before end of day • Apply Bank policies, procedures, regulations, and compliance requirements • Question suspicious activity and collaborate with Compliance on potentially fraudulent activity • Complete required web-based compliance and IT training • Promote Climate First Bank’s products and services while ensuring accuracy, compliance, and a customer-first experience

🎯 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 • Knowledge of financial products and services, applicable regulations, and laws • Ability to learn new tools quickly and leverage technology to create efficiencies • Strong influencing and decision-making skills • Ability to communicate confidently, precisely, and professionally in person, on camera, by phone, and via chat • Ability to work efficiently under pressure and manage time effectively • Ability to work Eastern Standard Hours • Must be a non-smoker or affirm commitment to cessation within 90 days of offer acceptance • Ability to perform sustained standing and sitting, frequent speaking and listening, PC use and typing, sustained monitor attention, and occasional lifting up to 20 lbs. • Must be authorized to work in the United States; employer participates in E-Verify

🏖️ 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 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 • Occasional U.S. travel for company events