Commercial Solutions Banker

🔥 14 hours ago

🇺🇸 United States – Remote

💵 $50k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 0%

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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 primary contact for new commercial and business clients throughout account opening • Open commercial checking, money market, CD, and specialized business accounts • Guide clients through documentation requirements and assist in structuring accounts • Support digital onboarding communications and ensure accurate, timely account setup • Assist with setup and management of digital treasury services • Train clients on digital platforms and tools • Partner with internal teams to ensure accurate and efficient service implementation • Provide Tier 1 service and technical support for online and mobile banking platforms • Troubleshoot digital banking tools • Monitor and respond to support queues and shared inboxes • Support call-handling performance and drive digital channel engagement • Deliver proactive, concierge-level client support by responding to inquiries and resolving issues • Build and maintain commercial client relationships to drive engagement and retention • Identify opportunities to introduce additional banking solutions aligned with client needs • Ensure onboarding and servicing activities comply with regulatory requirements and internal policies • Monitor cash management activity for anomalies or risk indicators and escalate issues • Maintain accurate records and documentation for audits and quality control • Identify process improvements to enhance efficiency and the digital client experience • Complete mandatory compliance and IT training and follow bank policies and regulations • Question suspicious activity and collaborate with departments to help prevent fraud • Support the bank’s environmental, social, economic, and racial justice mission

🎯 Requirements

• 3–5 years of experience in commercial or business banking, treasury management, or a similar client service role • Strong understanding of commercial account structures and treasury service products • Bilingual proficiency preferred • Prior experience working in a digital-first or remote banking environment preferred • Highly educated in financial products and services and applicable regulations and laws within commercial or business banking • Proficiency in ACH and wire transfer processes, Positive Pay, Remote Deposit Capture (RDC), and sweep account setup • Ability to learn new tools quickly and leverage technology to create efficiencies • Valid U.S. work authorization; the employer does not offer visa sponsorship • Must affirm being a non-smoker or commit to cessation within 90 days of offer acceptance • Completion of cognitive and personality assessments, full education and work history, three conversation stages, credit and background checks, and reference checks as part of the hiring process

🏖️ Benefits

• Annual bonus, incentives and equity may be available • 100% employer-paid medical, dental and vision coverage for employees; employer contribution for dependents • Health Savings Account (HSA) • Free Teladoc telemedicine access • 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 • Referral incentives • 2–4 weeks of vacation based on officer level plus additional tenure-based time • 64 hours of paid sick time for full-time employees • Company-paid life insurance • Short- and long-term disability insurance • Voluntary life, accident and critical illness coverage • Employee Assistance Program with free counseling, legal and financial services

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