Digital Banking Support Representative – Part-Time

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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

• Respond to Tier 1 inbound calls and emails about 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 across 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 documentation of customer interactions and call records 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 clean-energy advocacy • Complete mandatory compliance and IT training and follow bank policies, procedures, and regulations • Question suspicious activity and collaborate with departments to help prevent fraud

🎯 Requirements

• Progressive experience in a client-centric, high-volume role, ideally in a remote environment • 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 work independently under limited direction and exercise independent judgment • High level of accuracy and attention to detail • Strong organization, time-management, note-taking, and checklist-management skills • Confident, precise, professional communication and stakeholder engagement skills • Strong influencing, decision-making, relationship-building, and consultative sales skills • Knowledge of financial products, services, applicable regulations, and laws, or willingness to pursue education promptly • Overall business acumen and ability to learn new tools quickly • Commitment to environmental, social, economic, and racial justice • Dependability and ability to work as part of a larger team • Must be a non-smoker or affirm commitment to cessation within 90 days of offer acceptance • Must have valid U.S. work authorization; visa sponsorship is not offered • Ability to meet physical requirements including sustained standing and sitting, frequent communication and PC use, typing or sustained monitor attention, and occasional lifting up to 20 lbs. • Willingness 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 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