
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.
🕒 August 6
🇺🇸 United States – Remote
💵 $23 / hour
⏰ Full Time
🟡 Mid-level
🟠 Senior
💝 Customer Support
👻 Ghost score 24%
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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.
• Serve as a front face of Climate First Bank and first line of defense for callers and incoming customer email requests • Handle all incoming calls to the main phone line with resourcefulness, urgency and exceptional customer service • Support branches and extend in-branch services through phone and email interactions • Promote the bank’s full suite of products and services while ensuring compliance, accuracy and a customer-first approach • Answer customer questions and liaise with other teams or departments while owning external customer communication • Consult callers, make product recommendations and refer customers to appropriate bank resources • Handle account maintenance requests, product or 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 • Embody the bank’s mission and business principles • Collaborate with Compliance on suspicious activity, potentially fraudulent activity investigations and processing • Stay informed about legal and regulatory requirements and complete web-based compliance and IT training • Pursue education related to sustainability practices and demonstrate understanding of bank policies, procedures and regulations
• Prior experience in customer service or sales; banking experience preferred; retail or sales environment acceptable • Strong sales instincts and knowledge of consultative sales techniques • Exceptional customer service orientation • Ability to solve problems efficiently and seek operational efficiencies • Strong organization, time management and efficiency skills • Professional communication skills across in-person, camera, phone and chat channels • Strong influencing and decision-making skills • Knowledge of financial products, services, applicable regulations and laws • Ability to learn new tools quickly and leverage technology • Analytical thinking • Commitment to teamwork • Must work Eastern Standard Hours • Must be a non-smoker or affirm commitment to cessation within 90 days of offer acceptance • Must have valid U.S. work authorization; the employer does not offer visa sponsorship • Must complete cognitive and personality assessments, an application covering full education and work history, three conversation stages, credit and background checks before the final interview, and reference chats with former mentors and managers • Ability to perform sustained standing and sitting, frequent speaking and listening, PC use including typing or sustained monitor attention, and occasional lifting up to 20 lbs.
• Annual bonus, incentives and equity may be available • 100% employer-paid health coverage for employees; 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
Apply Now🕒 August 6
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