Digital Relationship Banker

🔥 0 minutes ago

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 12%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Promote consumer lending, deposit gathering and non-interest income initiatives for the Digital Branch • Deliver high-touch, personalized customer service through virtual interactions • Facilitate digital client onboarding and support • Build new client relationships, initiate and renew loans, and acquire deposits • Maintain ownership of customer inquiries and resolve issues using internal resources as needed • Leverage the bank’s product and service portfolio to exceed customer expectations • Provide full-service banking with a focus on growing deposits and consumer lending • Promote banking opportunities that can develop into strategic relationships • Collaborate with internal business partners to expand products and services, deepen relationships and improve retention • Assist with digital-channel marketing strategies for new products and services • Promote the bank’s image in the community and on social media • Assist with solar lending and other values-aligned products through the Digital Channel • Support sales campaigns, digital banking technology rollouts, internal training and adoption • Define detailed requirements, write user stories and help prioritize the backlog in Monday.com • Conduct user surveys and collaborate with designers and engineers on scalable, customer-centric solutions • Track campaign results and report insights to stakeholders • Assist with documentation and project approvals • Question suspicious activity and collaborate with Compliance on potentially fraudulent activity • Stay informed on legal and regulatory requirements and complete web-based compliance and IT training

🎯 Requirements

• Progressive experience in a client-centric, high-volume role, ideally in a remote environment • Comprehensive knowledge of bank digital banking systems • Proven, consistent achievement of business growth goals and financial targets • Ability to work independently under limited direction and supervision • Independent judgment, accuracy and attention to detail • Strong organization, multitasking and time-management skills • Confident, precise and professional communication across in-person, camera, phone and chat channels • Relationship-building, business-development, influencing and decision-making skills • Strong knowledge of financial products, services, applicable regulations and laws, or willingness to pursue education promptly • Understanding of consultative sales • Ability to learn new tools quickly and leverage technology • Ability to comply with BSA, AML, CIP and OFAC requirements • Commitment to environmental, social, economic and racial justice • Willingness to pursue education related to sustainability practices • Willingness to learn and follow bank policies, procedures and regulations • Must affirm being a non-smoker or commit to cessation within 90 days of offer acceptance • Must be authorized to work in the United States; employer participates in E-Verify • Ability to sustain standing and sitting, communicate frequently, use a PC and type, maintain sustained attention to a monitor, and occasionally lift up to 20 lbs.

🏖️ Benefits

• Annual bonus, incentives and equity may be available • Medical, dental and vision coverage; employee coverage 100% paid by the employer and employer contribution toward dependents • Health Savings Account (HSA) • Free telemedicine access via Teladoc • 401(k) with 6% employer match and no vesting period • Employee stock options and grants • Exclusive employee banking perks • 0% financing for employee solar loans • Employee-only mortgage product with exclusive/below-market interest rates and terms • 0% financing for eligible electric and hybrid vehicles (EVs) • Referral incentives • 2–4 weeks of vacation plus additional tenure-based time • 64 hours of paid sick time for eligible/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

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