First Fed Jobs in Usa

We are changing FINANCE to finance CHANGE!

Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.

We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.

We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!

Come join our Digital Branch as the Commercial Solar
Lender and take your career to a level unattainable in a traditional bank environment! The Commercial Solar Lender plays a pivotal role in advancing the commercial solar lending segment within the Digital Branch. This position is responsible for managing the end-to-end processing of all commercial solar loan applications received through the portal, ensuring the accuracy of application information, and maintaining ongoing customer relationships throughout the loan lifecycle. The role also involves collaborating with bank counterparts to provide status updates to installers, ensuring seamless communication. Additionally, the Commercial Solar Lender will contribute to driving sales and enhancing digital banking performance by building strong client connections, initiating and renewing loans, and securing deposits to foster comprehensive customer relationships with the Bank. This role will also support management in sales campaigns, new digital banking technology implementations, internal training, and encouraging technology adoption across the team.

This position is primarily remote within the State of Florida. Candidates must live in Florida to be considered. Please send a resume to apply.

Benefits:

• Competitive compensation
• Employer paid medical, vision and dental insurance
• Employer paid disability and life insurance
• 401k match
• Employee Stock Options
• Compelling incentive plans
• Employee only rates for certain loan products
• Working with an amazing team of dedicated and like-minded individuals!
• Being part of an exciting venture with amazing opportunities for growth and opportunities!

Primary Responsibilities:

• Sales- Complete the processing of Commercial Solar Loan applications submitted through the portal. For C&I Solar Loan applications that meet the automated decision criteria, verify accuracy and finalize processing. For applications outside of the automated decision matrix, prepare and submit a comprehensive loan package to the credit team for underwriting review to obtain approvals.
• Customer Service and Support- Provide high touch personalized customer service through daily virtual interactions with the client base. Resolve complex or high-priority customer complaints promptly and effectively. Exceed client expectations by creatively leveraging the bank's existing portfolio of products and services.
• Team Mentorship- Provide coaching and mentorship to digital bankers to support their professional growth and knowledge in commercial finance and lending. Foster a collaborative team environment. Collaborate with Senior Commercial Bankers to learn about Non-Profit Commercial Solar Projects.
• Reporting- Prepare and present reports on Commercial Solar Loan performance, sales, trends, and risk management to senior management.
• Mission Objectives- Partner with internal resources to ensure adherence to and promotion of our commitment to sustainability practices and continued carbon neutrality.

Secondary Responsibilities:

• Promote a favorable image of the Bank in all business activities within the community and social media.
• Exceed clients expectations by creatively leveraging the bank's existing portfolio of products and service
• Ensure compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties.
• Demonstrate an understanding of and follow established Bank policies, procedures, and regulations, remain vigilant regarding online threats, phishing and other cyber- security risks, particularly as they relate to areas of oversight, identify inquiries that appear suspicious, obtaining reasonable and verifiable explanations, notifying the Compliance Officer when necessary; completion of all web-based compliance training; resolution of all issues concerning BSA report reviews of suspicious activity and or cash transactions.

Requirements:

• Customer Service- True servant mindset and dedication to customer satisfaction. Practices genuine care for the support and care of the customer. Tenacious focus on the delivery of an exceptional client experience. Proven record of effective and solution-oriented handling of escalations
• Sales- Proven record of increasing sales, and meeting SLAs. Proven, consistent achievement of business growth goals and financial target. Desire and ability to proactively promote all banking products through a consultative sales approach with a strong focus on customer needs.
• Communication- Excellent communication skills, both verbal and in writing. Ability to compose concise and professional correspondence. Comfortable interacting with customers on camera, phone, and chat. Possesses effective listening skills.
• Banking Experience- Comprehensive knowledge of digital banking systems and products and experience working in a bank environment. Educated in financial products and services, banking regulations and laws.
• Operations and Reporting- Ability to analyze data, identify trends, and make data-driven decisions. Ability to think strategically and proactively project department needs and performance corrections.
• Training, Learning and Technology- Ability to quickly learn, adopt, and use new technology. Proficient in Microsoft Office Suite and banking software applications. Enjoys technology and will be effective promoting technology.
• Efficiency and Organization- A well organized, resourceful self-starter with superior attention to detail and the ability to prioritize and thrive in high volume situations. Excellent time management and self-sufficient organization of one's tasks and workflow.
• Work Environment- Desire, curiosity and ability to work in a high pace, high growth, high pressure environment with limited direction and supervision that requires high accountability for one's work product and excellent independent judgement.

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. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.

We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.

We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!

Come join our team as the Branch Administrator to oversee the operations and performance of multiple retail branches, provide leadership and support to branch managers, ensure compliance with bank policies and regulatory requirements, and drive the achievement of branch performance goals. You will play a key role in developing and implementing strategies to enhance customer satisfaction, operational efficiency, and overall branch profitability.

Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. Candidates must be local to Central Florida and willing to travel to our retail location frequently. Please send a resume to apply.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance

Responsibilities

• Leadership and Management: Provide leadership and direction to branch managers, ensuring they are well-supported and equipped to meet their branch goals. Conduct regular performance reviews and provide coaching and development opportunities.
• Operational Oversight: Ensure that all branches operate efficiently and effectively. Monitor and evaluate branch performance metrics, identifying areas for improvement. Develop and implement branch policies and procedures to ensure consistency and compliance across all branches. Create systems to effectively communicate these policies and procedures to all branch staff and ensure they are followed.
• Customer Service: Promote a customer-centric culture across all branches, ensuring high levels of customer satisfaction and retention. Address and resolve escalated customer issues in a timely and professional manner.
• Compliance and Risk Management: Ensure all branches comply with regulatory
  requirements and internal policies. Conduct regular audits and reviews to identify and mitigate risks.
• Strategic Planning: Develop and implement strategies to drive branch growth and profitability. Collaborate with senior management to align branch goals with the overall objectives of the bank.
• Financial Management: Oversee branch budgets, ensuring financial targets are met. Analyze financial reports and provide insights to improve branch performance.
• Staff Development and Training: Foster a positive and inclusive work environment. Provide training and development opportunities for branch managers and staff to enhance their skills and career growth. Develop and implement training programs to ensure all staff are knowledgeable about bank products, services, and regulatory requirements.
• Community Engagement: Represent the bank in the community, building and
  maintaining relationships with key stakeholders and promoting the bank's services.

Requirements

• Bachelor's degree in business or finance preferred.
• 5+ years in branch leadership required, preferably in a Community Bank.
• Excellent leadership and management skills, with the ability to motivate others and develop teams.
• Strong affinity and acumen for business development, community involvement and brand building.
• Proven track record of innovative and effective retail sales strategies with immediate impact to the retail growth objectives.
• Ability and willingness to travel to branches routinely in St. Petersburg, Winter Park, Mt. Dora, and other areas of the state and country as the bank expands.
• Customer-centric mentality and ability to develop strong relationships with customers, team members and within the community.
• Organized self-starter with the ability to thrive in fast moving environments that require adaptability and frequent pivots.
• Outstanding communication skills and ability to tactfully communicate with a variety of internal and external stakeholders.
• Deeply educated in financial products and services, banking regulations and laws.
• Strong technical aptitude and familiarity with Microsoft Office, Banking Systems and Salesforce.

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.

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. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.

We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.

We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!

Come join our team as an SBA Underwriter to support our SBA operations. This remote position will act as the primary liaison between the SBA Lending Division's business development officers, the borrower, and the US Small Business Administration (SBA) with respect to accessing and documenting credit risk of term loans. Incumbents will be accountable for managing risks to the bank by obtaining, analyzing, researching, reviewing, and evaluating various documents supplied by the applicant, from internal information as well as third party reports.

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.

Job Responsibilities

* Underwrite and recommend action on loan applications to small and mid-size commercial businesses and professional practices based on current SBA guidelines. Loans range in size from $200,000 to $5,000,000 and include loans to purchase owner-occupied commercial real estate, equipment, business and professional practice acquisitions, business expansions and debt refinancing.

* Apply conventional judgmental analysis as the primary underwriting method.

* Provide detailed requests for credit approval including financial statement analysis, business history, collateral adequacy, credit background & management's ability in order to determine credit worthiness.

* Identify and properly mitigate credit weaknesses and policy exceptions.

* Act as a liaison between credit administration and the sales team with frequent direct client contact, as necessary.

* Determine and assign credit risk ratings.

* Review and evaluate third party reports.

* As directed, provide ongoing portfolio management of the loan portfolio through annual reviews, renewal of existing credit facilities, monitoring financial and covenant compliance, and servicing modification requests.

Requirements:

* Solid analytical skills and a proven ability to properly structure SBA loans.

* Proven understanding of real estate loans and processes, including appraisals, title, land surveys, etc.

* Knowledge of SBA loan products and Standard Operating Procedures (SOP).

* Ability and desire to work in a team environment.

* Proven ability to work under pressure, prioritize workloads and work independently in a highly organized and efficient manner.

* Ability to effectively communicate with customers and other key stakeholders.

* Ability to efficiently identify and resolve problems and process slowdowns.

* Proven ability to learn new technological systems and applications quickly. Ability to navigate MS Office environment with ease.

Desired Qualifications and Skills:

* Ideal candidates will have a college degree, or equivalent training and experience, with a specialization in accounting, finance or other business-related fields.

* Formal Credit training is preferred.

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.

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. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.

We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.

We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!

Come join our HR team as an HR Assistant/ Recruiter Trainee. In this role you will support the Director of All Things People with recruiting and onboarding related tasks such as candidate sourcing and recruiting, candidate processing and onboarding administration. This role will also provide general administrative support, reporting, document review and preparation and project support.

Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. This position is primarily remote but will require travel to any of our physical branches as needed. Candidates must be local to Central Florida to be considered. Please send a resume to apply.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance

Responsibilities:

• Recruiting Process- Identifies opportunities for efficiencies in the recruiting process, diligently tracks efforts and suggests solutions for efficiency increases. Assists the HR Director with identifying and recommending salary ranges, incentives, start dates, and other pertinent details.
• Job Posting- Collaborates with department managers to draft detailed and accurate job descriptions, hiring criteria and job scorecards. Owns the job posting process. Identifies optimal posting strategies and channels incl. unchartered channels.
• Candidate Search- Conducts proactive searches for qualified applicants through approved channels. Screens applications and pre-selects qualified candidates. Attends and participates in college job fairs and recruiting sessions with the objective to recruit for active openings as well as build a candidate pipeline.
• Application Process- Owns the application process through the offer stage and proactively drives candidates forward incl. liaison and follow-up with hiring managers, scheduling, application review, interview preparation and assistance with conducting interviews. Provides full set of information and makes fact-based recommendations on hiring decisions to the HR Director.
• Reporting- Diligently tracks recruiting efforts and reports on required metric. Meets recruiting targets.
• Onboarding- Manages new hire onboarding with the help of the HR Assistant, ensures a stellar onboarding experience and process integrity through all stages.

Requirements:

• Recruiting experience required. College education in Human Resources, Business
  Administration, Psychology, or related field strongly preferred. Experience recruiting in banking preferred.
• Experience in an administrative or support role required.
• Proactive self-starter with the ability and desire to thrive in a fast-paced, fast growing environment with frequent routine changes that require adaptability and flexibility.
• Ability to anticipate needs, use all available resources and complete assigned tasks with limited oversight.
• Excellent communicator both spoken and in writing; ability to connect and communicate with a wide range of stakeholders up to and including C-Suite leadership.
• Excellent knowledge of MS Office products and ability to learn new technology quickly.
• Commitment to integrity and confidentiality.

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.

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.

General Summary

Primary Responsibilities:

• Model a high energetic, world-class service and sales culture that continually strives to improve the way we serve our members.
• Perform accurate financial transactions for members.
• Offer credit union products and services that fit individual member needs.
• Provide administrative support as needed under the supervision of the Head Teller or a member of the management team.
• Uphold a strong sales culture within the credit union.

Primary Qualifications: Passionate and enthusiastic; possess world class service and leadership skills; strong knowledge and understanding of FCCU products and services.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Live the First Community Credit Union Mission, Vision and Values within the organization and our communities.
• Assist in branch services and operations to serve our members.
• Accept share deposits and loan payments from members in person and by mail, disburse share withdrawals and perform miscellaneous cash transactions.
• Transfer of funds between members’ accounts.
• Balance cash drawer.
• Process payments for the sale of credit union products sold.
• Set up new accounts on the system and prepare necessary paperwork, as required at the branch level.
• Provide information concerning the credit union and members’ accounts, in accordance with credit union policy.
• Maintain and update mailing lists of credit union members as assigned.
• Assist in sending out mailings.
• Assist in answering the phone and routing calls to the appropriate staff member.
• Follow all state and federal laws and regulations.
• Make suggestions for improving existing products and developing new products.
• Adequate understanding of the credit union’s products and services to allow for effective cross selling and general discussion of those products/services with members.
• Hand out credit union promotional items to assist in promoting credit union special events and campaigns.
• Outbound calling.
• Maintain a clean and neat work area.
• Maintain a good working relationship with members, coworkers and the Board of Directors.
• Attend credit union functions as requested.
• Perform other related duties as assigned.

Working Conditions:

Normal office working conditions with the absence of disagreeable elements.

Note: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.

Required Knowledge, Skills, and Abilities:

• Passionate and enthusiastic.
• World-class service skills.
• Cash handling experience.
• Accurate and detail oriented.
• Works well with others and follows directions.
• Outgoing personality, able to speak clearly and have the ability to ask for new business
• Ability to effectively communicate with members and interpret their needs.
• Provide accurate and timely professional service.
• Willingness to learn new skill sets to advance in a career with First Community Credit Union.
• Typing and keyboard skills desired.
• Ability to speak multiple languages desired.
• Knowledge of state and federal regulations relating the credit union operations management.
• Availability to work weekends and extended hours, as needed.

Education and Experience:

This position requires a high school education or be under a school work study program. Previous cash handling experience desirable.

Employees must comply with government and other regulations affecting the credit union industry including but not limited to the Bank Secrecy Act and The USA Patriot Act

Compensation details: 17-17 Hourly Wage

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Forever strong. What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper.

As a Business Banker at First Citizens you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals.

Business Bankers develop and maintain an active prospect list, customer outreach plan and quality referral sources for companies, on average, between $1-$10MM in annual revenues. They are the primary contact for borrowing needs and provide subject matter expertise for deposit and cash flow management. Business Bankers work with various internal partners to build and manage full banking relationships.

In this role you will get to:

• Make an impact by contributing to the growth of the bank through business loans, deposits and fee income.
• Leverage your network to engage with local business owners and companies to develop business lending opportunities.
• Represent the bank in the community by attending and participating in civic, community and networking events.
• Engage in an efficient loan approval process with open communication and exposure to credit partners.
• Be part of a collaborative team with various bank partners to support and deepen the full client relationship.

Bachelor's degree with a minimum of 2 years experience in business lending, credit or business development.

Or

High school diploma or GED with a minimum of 6 years experience in business lending, credit or business development.

Additional Requirements:

Business development experience

Preferred Qualifications:

Established COI's and referral sources

Financial analysis and credit underwriting skills

Knowledge of business lending, deposit and cash management solutions

Ability to provide financial guidance and expertise

Sales planning and forecasting experience

Grow your career with a nationally recognized RIA while serving members of one of Houston's premier credit unions.

Priority Financial Group (PFG) is seeking a Financial Advisor to join our growing partnership with Credit Union, a $1.2 billion financial institution serving members throughout the greater Houston metro area.

This position combines the stability of a salaried role with the earning potential and flexibility of an advisory practice.

This opportunity is ideal for someone who thrives in a relationship-driven, client-first environment.

About the Opportunity As a Financial Advisor, you'll be embedded within Credit Union branches, providing members with personalized financial planning and investment guidance.

You'll receive an active referral stream from branch employees and have opportunities for both branch coverage and an inherited book of business.

This is a true growth opportunity.

You'll work collaboratively with the Credit Union team to train staff on identifying referral opportunities, conduct member education workshops, and help expand the visibility of the investment program.

What You'll Receive Competitive base salary plus commissions and inherited book Comprehensive benefits package and W-2 employment structure Active referral pipeline from engaged Credit Union membership Office space and marketing resources provided by PFG and the Credit Union Access to PFG's advisor support team, Orion technology, Salesforce CRM, and full FinTech suite Training, compliance, and succession planning support from PFG's leadership team A collaborative environment focused on member relationships—not sales quotas Ideal Candidate Licensed Financial Advisor (Series 7 and 66 required) 2 years of client-facing advisory experience preferred CFP designation is a plus, but not required Strong communication and relationship-building skills Passion for delivering client-first, fiduciary advice d24ad0b8-823f-4e68-a892-2986ccdf7392

Be part of the Technology Revolution!

OneEthos is a purpose-driven fintech startup founded and built by community bankers
to put best-in-class digital solutions to work for community financial institutions that are
traditionally underserved by technology, helping them strengthen their digital channels
and grow loans and deposits profitably and responsibly while generating positive social,
environmental, and financial returns.

We want YOU to help us on this mission and are looking for exceptionally hardworking, passionate, and bright new team members.

We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and
continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!
We have an exciting opportunity for a Head of Growth to help us propel our solar financing line of business forward. This role will primarily focus on developing and
implementing comprehensive business development strategies to achieve company growth objectives as well as identifying and targeting new markets and potential
customers to increase revenue and market share.

This position is primarily remote but may require some travel.

Benefits:

* Base compensation plus unlimited incentive potential.
* 100% employer paid medical, vision and dental insurance for the employee.
* 100% employer paid disability and life insurance for the employee.
* Best-in-class 401k match (no vesting period).
* Employee only rates for certain loan products
* Working with an amazing team of dedicated and like-minded individuals!
* Being part of an exciting venture with amazing opportunities for growth and
opportunities!

Primary Responsibilities:

* Growth: Develop and implement comprehensive business development strategies to achieve company growth objectives.

* Market Expansion: Identify and target new markets and potential customers to increase revenue and market share.

* Client Relationship Management: Build and maintain strong relationships with existing and prospective clients, ensuring satisfaction and promoting additional opportunities.

* Installer Network Expansion: Proactively identify, qualify, and sign new prospective OneEthos partners. Source new partnership opportunities through inbound lead follow-up and outbound outreach.

* Product Knowledge and Client Alignment: Develop a comprehensive knowledge of OneEthos products and attributes, understand customer needs and requirements and help the two connect.

* Sales Process Innovation: Develop sales materials. Conduct training. Innovate sales processes, pitches, and approaches. Interact with Executive team members to develop new and enhance existing programs.

Secondary Responsibilities:

* Practice unwavering commitment to OneEthos ethical solar principles and core values as well as social, economic, environmental, and racial justice.
* Adopt and embrace OneEthos mission and sustainability practices and obtain relative education to its mission and values.
* Develop and maintain a deep understanding of OneEthos products and participate in the development of new products based on market demand and forecasting data.
* Proactively seek out referral opportunities for Climate First Bank and actively liaise with the appropriate team members across all subsidiaries of the holding company.

Requirements:

• Bachelor's degree or relevant experience in a related field.
• 5+ years solar sales industry-related experience required.
• Passionate about providing ethical solar financing solutions.
• Strong network in the solar industry and excellent business development skills.
• Superior communication and presentation skills and the ability to effectively communicate with a diverse customer base.
• Servant mindset and outstanding customer service.
• Strong organizational and follow-up skills. Experience with CRM and solar design/proposal software is a plus.
• Experience working in a fast-past and fast-growing start-up environment highly desired.
• Experience with forecasting, market analysis and reporting strongly preferred.
• Strong technical aptitude and desire to work in a highly technical FinTech environment.
• Resourceful self-starter with an ability to think outside of the box.
• Strong understanding of solar systems and components, and practical knowledge in design, installation and trouble shooting.
• Familiarity with solar codes and regulations preferred.
• NABCEP PV Associate certification preferred.
• Flexibility to travel as needed.
• Mission/ values aligned. Possess the initiative to obtain education related to sustainability practices. Adopt and practice a commitment to social, economic, environmental, and racial justice.

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.

Equal Opportunity Statement:
At OneEthos 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