Digital Banking Support Representative

🕒 3 days ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

👻 Ghost score 11%

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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

• Serve as the first point of contact for digital banking clients • Respond to Tier 1 inbound calls and emails concerning 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 customer interaction and call documentation 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 • Complete mandatory compliance and IT training and follow bank policies, procedures and regulations • Question suspicious activity and collaborate with relevant departments to help prevent fraud • Manage inbound and outbound communications and contribute to a seamless digital onboarding experience

🎯 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 take charge, work independently under limited direction, solve problems efficiently and exercise independent judgment • High level of accuracy and attention to detail • Ability to manage time effectively, stay focused under pressure and adapt to changing routines • Strong communication, listening, relationship-building, influencing and decision-making skills • Strong knowledge of financial products and services, applicable regulations and laws, or willingness to pursue education promptly • Strong business acumen and understanding of consultative sales • Ability to learn new tools quickly and leverage technology to create efficiencies • Commitment to environmental, social, economic and racial justice • Must affirm being a non-smoker or commitment to cessation within 90 days of offer acceptance • Valid U.S. work authorization; visa sponsorship is not offered • Ability to complete cognitive and personality assessments, credit and background checks, and reference checks

🏖️ Benefits

• Annual bonus, incentives and equity may be available • 100% employer-paid employee health coverage; employer contribution for dependents • Medical, dental and 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- 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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