Sales Jobs in Bay Pines, FL

About Us

Tired of stuffy suits, rigid hierarchies, and soul-crushing law-firm vibes? atCAUSE Law Office is different. We're the "Non-Stuffy" attorneys in Clearwater, FL—forward-thinking, client-centered, and actually fun to work with. Our mission: Transform clients' challenges into peace of mind with a warm, professional, uplifting approach and flawless legal services.

We're growing fast and need a sharp, relationship-driven Legal Sales Consultant to help more families and businesses find that peace of mind—while enjoying weekly catered lunches, unlimited PTO after year one, a relaxed dress code, and a great team.

Role Description

We're seeking a sales professional to join our team and drive new client acquisition. This is a key growth position where you'll leverage your salesmanship to connect potential clients with the right solutions from our firm. You'll work closely with our intake and legal team in a collaborative, results-oriented environment. This role is ideal for someone who thrives on building relationships, understanding client needs, and closing deals.

Also, because we are not allowed to go directly to the public, all leads have already reached out to us to inquire about services. NO COLD CALLING.

Key Responsibilities

• Conduct consultations to understand prospective clients' legal needs and match them with appropriate services (e.g., estate planning, probate or Medicaid)
• Present firm capabilities, explain service value, and guide clients through the engagement process
• Manage the sales pipeline, track progress in our CRM, and follow up consistently to convert leads into retained clients
• Collaborate with attorneys and team members to ensure smooth handoffs and high client satisfaction
• Meet or exceed monthly/quarterly sales targets and contribute to firm growth strategies
• Working with the Intake team to make sure that no potential client is missed

Who You Are

• Proven experience (2+ years) successfully selling legal services directly for a law firm (Strongly Preferred)
• Background working in a law firm environment—whether as a sales professional, former lawyer, paralegal, or in a client-facing legal role
• Excellent communication and interpersonal skills with a consultative, relationship-focused sales approach
• Self-motivated, resilient, and comfortable with performance-based incentives
• Organized with strong follow-up habits and understanding of CRM tools
• Willing to work on site in our Clearwater firm
• Bachelor's degree or equivalent experience preferred; legal education or certification a plus but not required

Compensation and Benefits

• Base salary: $55,000 per year
• Uncapped bonus structure with significant earning potential—top performers who consistently meet or exceed targets would achieve total earnings of $120,000–$150,000+ annually
• PTO and sick days after 90 days
• Unlimited PTO after one year
• Fun and "Non-Stuffy" atmosphere
• Relaxed dress code
• In-house training programs
• Weekly catered meals in the office
• Free snacks and drinks in the office

COMMITMENT TO DIVERSITY

atCause Law is an equal opportunity employer and does not discriminate on the basis of anyone's race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively fosters inclusion in all forms. We recognize that a multigenerational and multicultural workforce. reflective of our communities, is an integral and welcome part of a successful and ethical business.

Medical Claims Manager for TPA Organization

Pay: $95K-$110K Base Salary PLUS Annual Incentive Bonus based on performance

Position Summary:

Third-Party Administrator (TPA) Company which provides a wide range of administrative services to insurance companies, sharing organizations, insurance marketing organizations, and employers. One core service is claims administration, where submissions for payment/reimbursement/sharing from medical providers and covered individuals are reviewed, subject to cost controls and ultimately adjudicated, resulting in an explanation of handling to the submitter.

This service is provided subject to service level agreements which mandate a high level of service measured by timely turnaround and a high degree of accuracy. Accuracy is measured by adherence to all written procedures and controls applicable to claims as well as the client’s stated coverage.

Qualifications and Competencies -Education and/or Experience:

• A minimum of at least 5-7 years in a Management role for Claims Operations, servicing health insurance policies or benefits.
• Third Party Administrator “TPA” experience required.
• In-depth knowledge of computerized automated claims adjudication is required.
• Experience in network vendor relations, experience in network repricing, and reference base pricing concept for our of network claims would a plus.
• Excellent written and verbal communication skills. A college degree is preferred.

Certificates, Licenses, Registrations:

• Project Management certification (e.g., PMP) or industry-related certifications (e.g., CEBS) a plus but not required

Supervisory Responsibilities:

• Leadership & Team Development

Competencies:

• Leadership & Team Development
• Operational Efficiency & Workflow Optimization
• Conflict Resolution & Change Management
• Strategic Planning & Growth Support
• Excellent Communication (Written & Verbal)
• Detail-Oriented, Organized, and Tech-Savvy

Computer Skills:

• Proficiency using software programs such as MS Word, ACCESS, PowerPoint, Excel and Outlook, Electronic Health Records.
• Familiarity with benefit administration platforms, CRM tools, project management software, and database systems preferred.

Essential Duties and Responsibilities:

• Participation in product development, including the technical review of new products and prospective new clients. This assistance will be focused on evaluation and interpretation of benefits, advancements in health care requiring updates to programs and plans, and advancements in administration, including use of AI.
• Ensuring that daily reporting provides an accurate portrayal of claims on hand, including those received by the clearinghouse, sent to re-pricing entities, unable to be systematically “matched”, auto-adjudicated, in Examiner queues waiting to be adjudicated, and in either audit or needing approval status.
• Developing and implementing strategies for greater automation in the claims process, including electronic receipt of claims and auto-adjudication.
• Establishing production requirements for Examiners, and along with the Supervisor monitoring performance against the requirements.
• Establishing and monitoring strong operational controls relating to claims cost control, including review processes for potential pre-existing conditions, determining medical necessity, enforcing reasonable charge provisions and pursuing recovery of third-party liability.
• Monitoring and continually developing Policies and Procedures intended to enforce consistency in process and improve quality.
• Working with the Manager of Quality to implement appropriate standards for accuracy and audit procedures intended to validate those standards are met. This includes setting release authority levels and random audit percentages for Examiners reflecting experience and historical quality results. It will also include development of coaching and training programs linked to emerging quality issues.
• Using audit results to develop ongoing training programs and new procedures intended to increase procedural, payment and financial accuracy percentages.
• Coordinating escalations from other Departments with the Claims Supervisor to ensure that timely and complete actions and responses are provided.
• Reviewing and approving higher dollar claims prior to payment.
• Oversight for the ongoing management of claims processing technology, including plan building and identification of new and updated benefit categories based on new medical coding and medical services.
• Act as a liaison with clients for escalation of service issues or program questions, establishing a strong working relationship and client trust.
• Investigates and participates in formal responses relating to complaints, grievances and appeals received by or applicable to PAS.
• Participates in Product Development and Sales processes, including participation when requested in prospective client presentations, regulatory reviews and contracting of vendors.

Essential Duties Specific to Claims Department:

• Participating actively as a key member of the Management Team, including demonstrating leadership through strong communications skills, use of business metrics to determine strategy and resource needs, and showing a high level of focus on continual quality improvement.
• Coordination of all activities of the Claims Department Management Team. This includes Supervisors and/or Team Leaders assigned to Customers.
• Responsibility for Claims Department strategy, planning, staffing projection, budgeting and quality assurance and improvement.
• Responsibility for Interviewing and final recommendation for hiring employees within the Claims Department. This is to ensure that high standards are maintained, and compensation arrangements are discussed and approved by the executive team.
• Creating a culture within the Claims Department of exceptional service to members and their providers, as well as transparency in reporting results, trends and issues to Senior Management and clients.
• Management of relationships with Preferred Provider Organizations and Reference-Based Pricing vendors which are essential to managing the cost of claims for clients.
• Management of relationships with essential vendors involved with the Claims Adjudication process, including clearinghouses, claims cost control vendors and the claims fulfillment vendor (printing and mailing of checks and EOP/EOB, as well as electronic payments).
• Identification and management of Subject Matter Experts (SMEs), with back-ups in various aspects of Claims, including procedures and use of technology.
• Oversight of Claims Training programs, including training for new employees and ongoing reinforcement training.
• Oversight of Claims documentation, including Policies and Procedures and reference materials.
• Participates in RFP/Proposal processes, including participation when requested in prospective client presentations.

Primary Performance Expectations:

Performance review for the Claims Manager is ongoing, with formalized reviews quarterly. There will be an Annual Review completed each January which will determine adjustments to compensation, and availability of incentive compensation. Performance expectations or goals are as follows:

Budget Performance:

The Claims Manager will be evaluated based on the level of variance with the budget established for the Claims Department, measured by staffing and other expenses. Operating expenses for the Claims Department will be measured by total per household per month (PHPM) and per inbound claim cost so that improvements in productivity and efficiency are rewarded.

Department Results for Service Level Agreements:

SLA results will be measured quarterly and reported specifically by client.

Department Satisfaction Level:

An annual Satisfaction Survey will be provided to the relationship manager for each PAS client where Claims services are provided. The Departments will be graded in total and by Team, and in each case must be graded with a score of at least 4 out of 5 (Highly Satisfied).

Department Quality Level:

The Department will be audited by Enterprise Risk Management (ERM). Actual results will be compared to goals in each period.

HIPAA and Data Privacy Obligations:

This role has direct access to Protected Health Information (PHI). The following rules are non-negotiable:

• Absolute confidentiality: Employees must not disclose PHI to unauthorized individuals under any circumstances.
• Secure environment: A private, locked workspace must be maintained to prevent exposure of PHI to family members, visitors, or others.
• Company-approved technology only: All work must be performed on secure, company-issued devices using encrypted connections (VPN required).

You will be required to complete HIPAA training upon hire and annually thereafter. Any breach of confidentiality or unauthorized disclosure of patient information may result in disciplinary action up to and including termination and may carry legal consequences under state or federal law.

Other Responsibilities:

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change at any time with or without notice.

• Adheres to the policies and procedures of Company.
• Maintains strict confidentiality of client, company, and personnel information.
• Demonstrates a strong commitment to the mission and values of the organization.
• Adheres to company attendance standards.
• Performs other duties as assigned.

#GEN

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Vision insurance

We are proud to be the fastest-growing, fully automated express car wash business in the Southeast, setting new standards for quality, speed, and customer satisfaction.

Join our team and become part of an exciting journey, working under dynamic and forward-thinking leadership that values innovation, teamwork, and personal growth. We’re seeking dedicated individuals who seek to exceed expectations, deliver an extraordinary customer experience, and provide an exceptionally clean car—every customer, every visit.

The Shift Lead, known internally as the Assistant Manager, supports the Operating Partner and General Manager in daily operations, team leadership, and sales performance. This is a hands-on leadership role in a fast-paced, customer-facing environment with a strong emphasis on membership sales, customer engagement, and operational excellence.

This role goes beyond standard customer service responsibilities. While ensuring a safe, clean, and friendly experience for every guest remains essential, the primary focus of this position is selling monthly wash memberships at the pay station. We are looking for someone who is comfortable starting conversations, educating customers on the value of our membership program, and confidently closing the sale. If you naturally enjoy talking with people and have a knack for selling, this could be a great fit.

The base pay is $16 per hour, with an additional $3 commission for every membership sold, creating strong earning potential for someone motivated and sales-driven.

We offer you:

• Fast-paced, high-volume environment (You won’t be bored.)
• Excellent income.
• Bonus opportunities.
• Active work outside (Don’t like being inside? You’ll love our work.).
• Growth opportunity.
• Paid training.
• Tuition assistance.
• Free car washes!

We want you to:

• Serve our customers in a friendly manner with a big smile!
• Be cooperative with your team members and follow our systems.
• Like to learn new skills in areas of safety, mechanical, and customer service.
• Maintain a clean appearance according to our standards.
• Be able to lift a minimum of 25 pounds.
• Have a basic understanding of mechanical systems.
• Be able to operate electronic devices.
• Be able to hustle with a sense of urgency.
• Lead by example.
• Be a problem solver.
• Sales experience helpful.

Qualifications:

• High school diploma or equivalent (minimum).
• 3 years experience in supervisory roles such as shift lead, team lead, or crew trainer.
• Experience in customer service, operations, or team-based roles.
• Demonstrated experience working directly with customers in a sales-focused environment.

The Sales Associate is responsible for providing quality customer service and driving product sales. The Sales Associate is knowledgeable in each product area or department in our store. Upholds policies, procedures and standards listed in the visual manual. They must fully promote each sale and/or promotion. Serves as an ambassador of the organization and brand, creating a unique customer experience helping to acquire and retain long-time customers. The Sales Associate is passionate about giving outstanding customer service and promoting the merchandise in stores.

Essential Duties and Responsibilities:

• Produce and give extraordinary customer service highlighted in the customer service manual, including helping customers as they enter the store, and helping multiple customers during peak periods.
• Promote and sell services and merchandise provided by the organization.
• Consistently set goals to grow and improve selling skills and track overall sales.
• Practice and uphold all company policies, procedures, and standards as listed in the operations policy manual, personnel policy manual, visual manual, customer service manual, and memos with the company's direction.
• Assist in the daily operations of the store, including completing work lists, clean up lists, weekly shipments, and store maintenance.
• Utilize presenting merchandise to promote and sell goods, guidance found in the product knowledge manual.
• Consistently achieve and/or exceed sales targets and goals.
• Identify and communicate merchandise needs, pricing concerns, and operations problems to store management staff.
• Attend all staff meetings and tech clinics for the store.
• Protect the company's assets and financial information by ensuring the accuracy and effectiveness of internal control procedures and informing management and/or appropriate officials of potential fraud risk.

Supervisory Responsibilities:

• There are no supervisory responsibilities for this role.

Qualifications:

• 0-2 years of customer service experience.
• Excellent interpersonal and communication skills
• Ability to work in a fast-paced environment.
• Is a self-starter, has initiative to take on important tasks without being asked.
• Strong attention to detail with the ability to handle multiple tasks simultaneously and with precision.
• Is a team-player, passionate about outstanding customer service and selling merchandise.

• 
  
• Responsible and accountable for producing quality work to prescribed standards, with a focus on continuous improvement to meet customer commitments on schedule and within budget.
  
• Follow written work instructions.
  
• Work under minimal supervision on duties and tasks that are frequently non-routine, adapting procedures, techniques, tools, materials and/or equipment to meet special needs.
  
• May perform more detailed task that require deeper knowledge and experience in the specified processes and procedures.
  
• Rely on experience and judgment to plan and accomplish assigned goals.
  
• Able to effectively communicate with other functional departments, such as Engineering, Purchasing, Manufacturing, Engineering, Quality, and Sales departments
  
• Resolve most questions and problems, referring only the most complex issues to higher levels
  
• Serve as a resource to others in the resolution of complex problems and issues
  
• Be a self-starter and demonstrate good decision making ability
  
• Must maintain a safe work environment by adhering to all safety procedures including those which govern the handling of materials, chemicals, tools, and equipment (WHMIS)
  
• Proper use of required PPE
  
• May periodically assist in orienting and training lower level employees
  
• May participate in LEAN Events, \"Six S\" activities, action teams etc.
  
• Support, communicate, reinforce and defend the mission, values and culture of the organization
  
• Perform advanced-level assembly functions, which may include: prep, mechanical, harness, cable, printed circuit board sub-assemblies, spray application, and inspection, typically working from models and/or drawings, within Production
  
• May perform soldering and installation of components to contract specifications, using a wide range of tools and equipment
  
• Interpret blueprints, Process Flow Instructions and other written or verbal instructions
  
• Responsible and accountable for producing quality work to prescribed standards, with a focus on continuous improvement to meet customer commitments on schedule, within budget and to SPC standard practices
  
• Must be trained across all assembly stages, work w/Engineering to build 1st articles by interpreting print/specification with no process provided and the ability to interpret/assemble all units in dept
  
• If required, perform all aspects of inspection: in-process, final and source; allocate partial points - 3 points in-process - 3 points final - 4 points source
  

• High school diploma or GED with a minimum of 2 years of experience in specialty area e.g. welding, tool making
  

LHH is partnering with a respected law firm in St. Petersburg to hire an experienced Commercial Real Estate Lending Paralegal. Ideal for candidates who can manage the full lifecycle of commercial lending transactions in a fast-paced environment

About the Opportunity

The ideal candidate has 3 to 5 years of experience in a sophisticated real estate practice and is confident managing transactions from opening to post closing. This role is perfect for someone who is organized, proactive, and comfortable running multiple deals at once.

What You Will Handle

• Drafting loan documents for construction, refinance, and asset based lending

• Preparing documents for acquisitions, sales, and leases

• Managing all due diligence tasks including title, survey, entity documentation, and contract review

• Creating and maintaining checklists and closing timelines

• Identifying issues early and coordinating resolutions with attorneys, lenders, clients, and title companies

• Reviewing and summarizing complex leases and sales contracts

• Taking ownership of the full transaction cycle, ensuring accuracy and smooth closings

Who Will Succeed Here

• Candidates with recent law firm experience supporting lenders

• Paralegals with strong drafting, diligence, and closing experience in complex real estate matters

• Individuals who excel in fast paced environments and enjoy high volume work

• Professionals who are skilled in MS Office and comfortable learning new technology

• FRP certified or fully eligible candidates

• Team oriented individuals who bring professionalism, strong communication skills, and a positive attitude

Salary: $75,000-$85,000

Why You Might Love This Role

This firm offers challenging work, a steady flow of sophisticated commercial transactions, and a supportive environment that values collaboration. Apply today!

Company Description

AVENTIS Homes is a luxury design-build firm specializing in custom coastal residences across the Gulf Beaches and Pinellas County. With over 150 years of collective experience, we focus on delivering homes that combine strength and beauty, ensuring quality and precision throughout the building process. Every AVENTIS home is constructed with a durable concrete masonry shell, thoughtfully engineered for the coastal environment and designed for enduring luxury. Our commitment to excellence is encapsulated in our motto: "Elevated by Design. Built to Endure."

Role Description

This is a full-time, on-site role located in Redington Shores, FL, for a New Home Sales Manager. The Sales Manager will oversee and manage the new home sales process, interact with clients to understand their design and build needs, and guide them through every step of the sales cycle. Responsibilities include developing and executing strategies to achieve sales goals, nurturing client relationships, collaborating with the design and build teams, and ensuring a seamless customer experience. This role will also maintain the marketing strategy while managing social media platforms, video creation, signage, newsletters, and updating website. The Sale Manager needs to follow market trends while providing regular updates to leadership team.

Qualifications

• Strong sales and negotiation skills, with experience in real estate or custom home sales preferred
• Effective communication and interpersonal skills to build and maintain strong client relationships
• Knowledge of design and construction processes, with the ability to communicate technical concepts to prospective buyers
• Organizational and time management skills, with the ability to manage multiple clients and tasks efficiently
• Proficiency in CRM software, social media platforms and strong computer skills
• A proven ability to meet or exceed sales targets and goals
• Ability to work effectively in an on-site, collaborative environment
• Bachelor’s degree in Business, Marketing, or a related field is preferred

Product Development Designer – Sales & Merchandising

Clearwater, FL | Domestic travel may be required

Job Purpose:

The Product Development / Graphic Designer is a sales-embedded support role working directly with Account Executives, responsible for assisting the Account Executive team with product development, packaging design, and presentation materials. This role works directly with Account Executives and participates in select customer meetings to help translate customer, sales, and market direction into executable product concepts and selling tools. The position collaborates cross-functionally with internal Product Development, Art, and international teams to support customer programs from concept through execution.

Key Responsibilities:

• Support Account Executive [sales] team with product development, packaging design, and creative execution for customer programs.
• Design artwork and packaging for a wide range of consumable and discretionary products, including home décor, household products, electronics, hardware, auto, pet, party, craft, and stationery.
• Translate customer requests and sales direction into product concepts, packaging layouts, mockups, and presentation-ready visuals.
• Prepare mockups, artwork, trend boards, and PowerPoint presentations to support sales meetings and customer presentations.
• Participate in select customer meetings alongside Account Executives to support ideation, concept reviews, and program storytelling.
• Conduct marketplace research through online review, social media, and store visits to inform product and packaging development.
• Manage multiple projects simultaneously while meeting tight deadlines and shifting priorities based on sales needs.
• Collaborate with internal Art, Product Development, and international teams to ensure alignment, feasibility, and timely execution of deliverables.
• Maintain organized image libraries and follow brand, customer, and packaging style guides.

Qualifications & Skills:

• **Portfolio must be included to be considered for this position

• 3–5 years of experience in a professional creative, graphic design, or product development environment.
• Advanced proficiency in Adobe Photoshop and Adobe Illustrator; strong working knowledge of Adobe Creative Suite.
• Strong portfolio demonstrating packaging, merchandising, and product design with both creative and executional strength.
• Experience with packaging and merchandising design, including die-lines and mechanical drawings.
• Experience collaborating with domestic and international factories and production partners.
• Strong understanding of consumer packaging formats, materials, and production considerations.
• Excellent written and verbal communication skills.
• Strong attention to detail and accuracy when proofing artwork and layouts.
• Ability to manage multiple projects independently in a fast-paced, deadline-driven environment.
• Bachelor of Fine Arts in Illustration, Art, or Design, or equivalent professional experience.

Additional Details:

• Sales-embedded support role working directly with the Account Executive team.
• On-site role based in Clearwater, FL (hybrid flexibility may apply based on business needs).
• Flexibility to support deadlines during peak periods as needed.
• Domestic travel may be required to support customer meetings and store visits.

We are changing FINANCE to finance CHANGE!

At Climate First Bank, we're redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services-including solar, residential, commercial, and SBA loans-all designed to power a better future.

With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we're proving that banking can be a force for good. We don't just support environmental and social causes-we're built on them.

Join the Movement

We're looking for driven, mission-aligned individuals ready to make an impact. Our team is made up of goal-setters, go-getters, and changemakers. We celebrate wins, tackle challenges head-on, and push the boundaries of what banking can do.

If you're passionate about sustainability, fueled by purpose and excellence and thrive in a fast-paced and results-driven environment, this is your place.

Now Hiring: Treasury Management Specialist

We're looking for a Remote Treasury Management Specialist, you'll play a key role in delivering exceptional support for our Treasury Management services. You'll be the go-to expert for business online banking clients and branch teams, ensuring smooth onboarding, top-notch training, and outstanding client experiences.

This role is perfect for someone who thrives in a fast-paced environment, loves problem-solving, and is excited to lead a team toward excellence. If you're ready to combine your financial expertise with a commitment to sustainability and innovation, we'd love to meet you!

This is more than a job - it's your opportunity to make a difference!

Thrive at Climate First Bank

At Climate First Bank, we're not just building a better future for the planet - we're also investing in yours. We offer a comprehensive, people-first compensation and benefits package that supports your health, finances, and work-life balance.

Compensation - In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. To determine the specific salary offered for this role, we consider industry salary ranges, existing salary structures for this job family, background, skill and experience. The total compensation package will be determined based on factors such as position level, experience and other job-related factors.

Health Coverage - 100% Paid by Us (employee coverage, employer contribution towards dependents); includes medical, dental, vision and Telemedicine.

Financial Wellness & Wealth Building - we invest in your future with our 401(k) with a 6% Employer Match and no Vesting Period and Employee Stock Options.

Exclusive Employee Banking Perks - take advantage of our employee only products like our interest-earning checking account, 0% Financing for Employee Solar Loans and Eligible Electric Vehicles (EVs) or our Employee Mortgage Product.

Generous Paid Time Off - rest, recharge and do good with a minimum of 2 weeks paid vacation plus sick time, paid holidays and paid time off for volunteering.

Protection & Peace of Mind - we help you prepare for whatever life throws at you with our company paid Life Insurance, Short- & Long-Term Disability Insurance, Voluntary Life, Accident & Critical Illness Coverage and our Employee Assistance Program (EAP) with free counseling, legal, and financial services.

What You'll be driving as a Treasury Management Specialist

Lead & Support: Guide and mentor the Treasury Management Support Team to deliver exceptional client service.

Drive Compliance & Risk Management: Monitor ACH services for compliance with NACHA regulations, identify underutilized services, and reduce fraud risk.

Client Education: Ensure clients receive annual updates on NACHA rules and regulations.

Oversee Daily Operations: Manage business internet banking, ACH originators, Merchant Capture (RDC), wire originators, Bill Pay, and Positive Pay services-ensuring seamless setup, troubleshooting, and training.

Transaction Oversight: Review and process originated transactions, schedule new payments, handle returns, and balance entries.

Continuous Improvement: Develop and refine procedures, welcome packets, and forms to boost efficiency and minimize risk.

Reporting & Analysis: Create and maintain reports in the Reporting Model System and BI tools.

Risk & Audit Readiness: Assist with risk assessments and ensure successful audit outcomes.

Champion Sustainability: Embrace and promote Climate First Bank's core values, ESG principles, and eco-friendly practices in your daily work.

What You'll Leverage in this Role

Experience: 5+ years in Treasury Management Operations leadership or supervisory roles.

Banking Expertise: Prior experience in banking sales, service, and management.

Certifications: AAP certification is a big plus!

Skills: Strong accounting and math skills, excellent organizational and communication abilities, and proficiency in Microsoft Office.

Mindset: Adaptable, detail-oriented, and ready to thrive in a dynamic environment.

What to expect from your physical environment:

• Remote role.
• Sustained standing and sitting.
• Frequent communication (speaking and listening) in person, via email, text, phone or video chat.
• Frequent use of PC, including typing or sustained attention to monitor.
• Occasional lifting of basic office files or equipment up to 20 lbs.

What to expect from the hiring process:

• Our process follows the Topgrading Methodology - we hire A-Players, follow an in-depth structured process and prioritize transparency and honesty.
• We check credit and background upfront - as a financial institution, mitigating risk is at the center of everything we do. In accordance with all applicable laws and regulations, we conduct credit and background checks as the first step of the hiring process.
• You will learn a lot more about us! Through 3 conversation stages, you will meet key players in the process and have an opportunity to truly get to know us. We welcome questions and transparent dialogue!
• We want to get to know you! You will complete cognitive and personality assessments, as well as an in-depth application spanning your full education and work history - a process designed to help us understand the whole you, not just snapshots in time.
• As the last step in the process, we will ask you to connect us to former mentors and managers for a brief chat.
• HOW TO APPLY:
  • You can easily apply through the official application link. Resumes sent via email or other unofficial channels may be reviewed with significant delays or not at all.
  • All applicants will receive confirmation that their application has been received.
  • We can't wait to meet you! But we often receive large volumes of applications that can significantly impact processing times. We appreciate your patience!
  • We will email or text you with updates on your application and will be alongside you every step of the way!

Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

E-Verify Statement:

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

We are changing FINANCE to finance CHANGE!

Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. We are the first commercial bank with a mission of reducing atmospheric CO2. Climate First Bank is the third bank started and scaled by serial bank entrepreneur, Ken LaRoe. Having started and sold Florida Choice Bank and First Green Bank, Mr. LaRoe has launched Climate First Bank as a built to last, values based, financial institution. Our first branch opened for business on June 1, 2021, in St. Petersburg, Florida and we have since expanded into the Central Florida market.

We are searching for Commercial Lenders to increase and support our Orlando presence. As a Commercial Lender you will be responsible for meeting and exceeding budgeted deposit, fee income, and commercial lending goals.

Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. Please send a resume to apply. Must be local to Orlando.

Job Responsibilities

* Provide superior professional quality customer service to new and established Climate First Bank customers, including cross-selling of products and services;

* Develop new business opportunities, structuring, and closing of commercial loans, as well as maintaining and servicing a commercial loan portfolio;

* Represent Climate First Bank in its market through active participation in community affairs;

* Solicit, negotiate loans, and coordinate loan closings;

* Grow energy efficient loan production (PV panels, EV charging, LEED certified buildings);

* Ensure production goals are met including DDA growth goals;

* Monitor credit quality, and past due loans;

* Evaluate, authorize, and recommend approval of commercial loans and lines of credit;

* Contribute to achieve all the relevant ESG goals including Community Reinvestment Act and multi-cultural lending goals;

* Possess the initiative to obtain education related to ESG and sustainability practices;

* Comply with all federal and state laws and regulations as well as internal Bank policies and procedures;

Specific Requirements:

* Prior commercial lending experience is required;

* Bachelor's degree in business or finance preferred;

* Excellent sales, interpersonal, and communication skills;

* Educated in financial products and services, banking regulations and laws;

* Salesforce experience preferred;

* Ability to effectively communicate with customers regarding the bank's loan programs and policies.

Physical Demands:

* Sustained standing and sitting;

* Frequent use of PC, including typing or sustained attention to monitor;

* Occasional lifting of basic office files or equipment up to 20 lbs.

Climate First Bank recognizes that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. We place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans