Commercial Solutions Banker

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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

• Act as the primary contact for new commercial and business clients throughout the account opening process • 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 clients with setup and management of digital treasury services • Deliver training and onboarding on digital platforms and tools to clients • Partner with internal teams to ensure accurate and efficient service implementation • Serve as the primary contact for Tier 1 service and technical inquiries related to online and mobile banking platforms • Address troubleshooting of digital banking tools • Monitor and respond to support queues and shared inboxes to ensure timely, accurate resolution • Deliver a proactive, concierge-level experience by responding to inquiries, resolving issues, and providing personalized support • Build and maintain strong commercial client relationships to drive engagement and retention • Identify opportunities to introduce additional banking solutions aligned with client needs • Ensure all onboarding and servicing activities adhere to regulatory requirements and internal policies • Monitor cash management activity for anomalies or risk indicators, escalating issues as appropriate • Maintain accurate records and documentation to support audits and quality control • Identify process improvements to enhance efficiency and the overall digital client experience • Adopt a commitment to environmental, social, economic, and racial justice

🎯 Requirements

• 3-5 years 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

🏖️ 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