Object First Jobs Remote Jobs in Usa
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Contribute to the success of the organization and sales distribution site by effectively using sales techniques and processes to convert prospective owners into purchasers as well as reload Owners.
Develop relationships with prospective owners by soliciting and following up on referrals and leads.
Cater the sales experience to the individual needs and preferences of each potential owner, and follow through with the sales contract process to ensure that all required paperwork and legally required documents are completed accurately and in a timely manner efficiently.
Maintain the customer relationship after the sale is complete to ensure continued owner satisfaction with the organization and to develop future business opportunities (i.e., reloads, referrals, additional sales).
CANDIDATE PROFILE Education and Experience Required: High school diploma or GED Proficiency in English Incumbent is required to maintain an active and in-good standing professional Real Estate License where mandated by law Preferred: One-year related experience Successful Candidates Will Be Willing To: Must be willing to work weekends and holidays as required by business needs JOB SPECIFIC TASKS Building and Maintaining Customer Base Answer owner questions regarding use of properties and location amenities; make recommendations given the background information obtained on the owner through discovery.
Follow up on referrals/leads from owners.
Fulfill requests from owners or prospects regarding pricing, property maps, property descriptions, room locations, and portfolio/network information.
Contact owners to monitor satisfaction, make aware of upcoming promotions, and develop business opportunities (e.g., reloads, referrals).
Develop and maintain records on customer contacts and use that information to support effective follow-up opportunities.
Monitor contract processing to minimize rescission decisions, provide comprehensive owner assurance and ensure timeliness of closings.
Giving Sales Presentations Follow and adhere to the Consultative Sales Process when presenting to owners and guests.
Establish trust with the prospective owner and Owners throughout the entire sales process to build on-going rapport.
Discover the needs of prospective owners and Owners through a series of strategically layered questions/discussion and utilize the information to customize the sales presentation.
Provide prospective owners and Owners a Sales Gallery, Property and Model tour specific to their sales distribution site.
Explain the features, advantages and benefits of the product and advocate the appropriate amount of points to accommodate the prospective owners and Owners current and future vacation needs.
Complete and close the sales contract process by ensuring all required/legal paperwork and documents are signed and notarized.
Practice and continue to develop and improve sales script and presentation.
Ensure clear understanding of finance options and present as an approach to ownership.
Prepare for daily appointments (e.g., review tour sheet, owner history, presentation details, etc).
Follow up face-to-face guest interaction with email, phone, or mail correspondence and facilitates use of Vacation Ownership Advisor.
Answer Owner and customer questions regarding product information, servicing issues, construction work, financing, maintenance, repairs, and appraisals.
Use, demonstrate, and/or coordinate virtual tour (eTour) software for guests.
Conducting and Managing Business Transactions Assure complete and accurate processing of documents pertaining to sales.
Review details of contracts with prospective owners and Owners once they decide on purchase.
Thoroughly review loan applications and financial documents with the customer and ensure completed properly.
Work with Sales Management to minimize cancellations, provide comprehensive owner assurance and ensure timeliness of closings.
Analyze problems and formulate a strategy and plan to overcome challenges of getting work done quickly with a high degree of quality.
Complete purchase summary worksheet at end of each sale.
Reach out to and influence Legacy Owners and Every Other Year (EOY) Owners to enroll, upgrade and maximize all reload opportunities.
Providing Service to Others Respond to and monitor the resolution of customer and Owner inquiries in a timely manner with accurate information.
Leverage resources for providing service to guests and Owners (e.g., Vacation Ownership Advisors) in an effective manner.
Other Manage time effectively to punctually attend daily team meetings, training sessions, and guest/owner appointments.
Demonstrate total understanding of the culture and processes of the organization.
Improve sales presentation approach through self-critique, practice, and lessons from the feedback provided by others (e.g., Sales Manager Coaches, Guests, Owners).
Participate in formal training sessions offered by management team.
Attend daily huddles and regularly scheduled team/manager meetings.
Assist in the development and mentoring of other Sales/Membership Executives as requested.
Maintain an awareness of current events (e.g., news, sports, pop-culture) and information on site locations to enable and promote customer relationship building.
Perform other duties as assigned.
Understand and abide by state and federal regulation around all sales and/or marketing activity (i.e.
Do Not Call Lists, State registrations, Exemptions, etc).
COMPETENCIES, BASIC SKILLS, and PERSONAL CHARACTERISTICS Leadership Adaptability
- Maintaining performance level under pressure or when experiencing changes or challenges in the workplace.
Communication
- Conveying information and ideas to others in a convincing and engaging manner through a variety of methods.
Professional Demeanor
- Exhibiting behavioral styles that convey confidence and command respect from others; making a good first impression and representing the organization in alignment with its values.
Problem Solving and Decision Making
- Identifying and understanding issues, problems, and opportunities; obtaining and comparing information from different sources to draw conclusions, develop and evaluate alternatives and solutions, solve problems, and choose a course of action.
Managing Execution Driving for Results
- Planning and supporting the development of individuals' skills and abilities so that they can fulfill current or future job/role responsibilities more effectively.
Planning and Organizing
- Gathering information and resources required to set a plan of action for self and/or others; prioritizing and arranging work requirements to accomplish goals and ensure work is completed.
Building Relationships Coworker Relationships
- Interacting with others in a way that builds openness, trust, and confidence in the pursuit of organizational goals and lasting relationships.
Customer Relationships
- Developing and sustaining relationships based on an understanding of customer needs and actions.
Learning and Applying Personal Expertise Applied Learning
- Seeking out and making the most of learning opportunities to improve performance of self and/or others.
Actively seeks and participates in learning activities; gains knowledge, understanding, and skill; applies knowledge or skill; welcomes performance feedback.
Applied Business Knowledge
- Evaluating market dynamics, enterprise level objectives, and important aspects of the business to accurately diagnose strengths and weaknesses, anticipate opportunities and risks, identify issues, and develop strategies and plans.
Aligning individual and team actions with strategies and plans to drive business results.
Basic Competencies Job Specific Computer Skills
- Using computer hardware and software specific to job (e.g., MARSHA, PMS, SFA, NGS, Delphi, Point of Sale, HR technology).
Mathematical Reasoning
- The ability to add, subtract, multiply, or divide quickly, correctly, and in a way that allows one to solve work-related issues.
Reading Comprehension
- Understanding written sentences and paragraphs in work related documents.
Writing
- Communicating effectively in writing as appropriate for the needs of the audience.
Functional Job Family Competencies Devising Sales Approaches and Solutions
- Trying different and novel ways to deal with sales challenges and opportunities; taking courses of action or developing sales solutions that appropriately consider available facts, constraints, competitive circumstances, and probable consequences.
Sales Call Facilitation
- Ensuring that a call serves its sales objectives; maximizing the productiveness of interactions by monitoring and building on customers' cues.
Sales Ability: Persuasiveness
- Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients.
Sales Disposition
- Demonstrating the traits, inclinations, and outlooks that characterize successful salespersons; exhibiting behavior styles that facilitate adaptation to the demands of the sales role.
Supporting Sales Implementations
- Supporting customers during the implementation of sales contracts; seeking and taking appropriate actions on customer feedback; taking responsibility for customer satisfaction and loyalty.
Sales Opportunity Analysis
- Understanding and utilizing economic, financial, industry, and organizational data; accurately diagnosing customers' business strengths, weaknesses, and key issues that can inform sales strategies and plans.
Marriott Vacations Worldwide is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture.
Six Flags Entertainment Corporation is the world’s largest regional theme park company with over 42 parks across North America. For more than 55 years, Six Flags has entertained millions of families with world-class coasters, themed rides, thrilling water parks, and unique attractions. With a culture built on safety, service, fun and friendliness, integrity, innovation, and results orientation, our mission at Six Flags New England is to create fun and thrills for all ages.
Pay Starting at $18.50/Hour
Responsibilities:
- Supporting and up-holding the mission, goals and objectives of the Six Flags New England Safety Department
- Providing quality basic life support care to include all Basic Life Support (BLS) skills on patients in the pre-hospital setting as indicated by state law, statewide protocol, regional policy and procedure and the Standard Operating
- Guidelines set forth by the Six Flags New England First Aid Policies and Procedures manual
- Interacting with other EMS, Fire, and Police services as required to promote patient care and transportation
- Complying with Departmental requirements regarding documentation, data input, and information handling
- Perform minor vehicle maintenance (fuel, fluids, air, wash vehicles etc.) on all vehicles as required
- Responding and assisting as needed or directed in the Six Flags New England Emergency Response Guide
- Enforcing all Six Flags New England policies
- Assisting in other areas of the Safety Department
- Performing other incidental and related duties as required and assigned
Qualifications:
- Current Massachusetts EMT Certification
- Current Basic Life Support Healthcare Provider CPR card
- Current MA licensed driver without serious moving violations
- Strong work ethic, attention to detail, and organizational skills
- Ability to interact in a professional and positive manner with large groups of people
- Friendly, outgoing personality, and the ability to address guest concerns
- Willing to work in a high-performance team environment
- Willing to work a flexible schedule, including evenings, weekends, and holidays
- Able to meet the physical demands of the job, with or without reasonable accommodations, including walking long distances, standing for long periods of time, lifting, working at heights, etc.
- Able to communicate effectively in the English language, including the ability to read, speak, and understand the English language
- 18 years old or older
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 a Digital Banker and take your career to a level unattainable in a traditional bank environment! The Digital Banker is promotes the Bank's consumer lending, deposit gathering and non- interest income initiatives for the Digital Branch. This role represents the true voice of the client and will be at the forefront of delivering a superior experience to our clients. The primary objective of this role is to establish new whole relationships through building connections, initiating and renewing loans, and acquiring deposits. This role will participate and assist management with any sales campaigns and new digital banking technology roll outs, internal training, support, and adoption.
We are looking for multiple candidates for both a remote and hybrid setting. Candidates for the hybrid roles must be local to Central Florida and able to travel to one of our physical branches as needed, often at short notice. 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:
- Customer Service- Provide high touch personalized customer service through daily virtual interactions with the client base. Conduct user surveys and collaborate with designers and engineers to identify efficient/scalable customer-centric solutions that drive user satisfaction, conversion rates, and automation.
- Client Onboarding- Facilitate digital client onboarding and support.
- Mission Objectives- Partner with internal resources to ensure adherence to and promotion of our commitment to sustainability practices and continued carbon neutrality.
- Marketing & Sales- Provide full-service banking to digital clients with primary focus on increasing the bank's deposit and consumer lending base. Promote new banking opportunities that could be developed into high value strategic relationships. Assist with marketing strategies as they are related to introducing new products and services to prospective customers via the Digital Channel. Track the results of all campaigns and report insights to stakeholders.
- Customer Retention- Work closely with internal business partners to expand products and services per customer to deepen customer relationships and increase customer retention.
- Solar Lending- Assist with all aspects of the solar lending process and other values-aligned products delivered via the Digital Channel.
- Development Team Support- Work with the development team to define detailed requirements, write user stories and help prioritize the backlog on .
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.
- Sales- Desire and ability to promote all banking products, practice a consultative sales approach with a strong focus on customer needs. Competitive desire to consistently achieve and exceed business growth goals and financial targets.
- 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.
- Training, Learning and Technology- Ability to quickly learn, adopt, and use new 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.
- Team Spirit- Demonstrated ability to support team members and act as a source of inspiration for the collective improvement of the team and the achievement of business objectives.
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 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.
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
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 a Digital Banking Intern and take your career to a level unattainable in a traditional bank environment!
This position is primarily remote within the State of Florida. Please send a resume to apply.
Position Summary: All Climate First Bank employees must be willing to embrace the vision of an inclusive, equitable, and regenerative economic system. The Digital Banker Intern is responsible for assisting the Bank's consumer and commercial solar lending program. This role will represent the true voice of the client and be at the forefront of delivering a superior experience to our clients and partners. You will learn and assist management with sales campaigns and new digital banking technology roll outs, internal training, support, and adoption.
Benefits:
- Paid internship!
- Mission-led Bank with a strong focus on sustainability and social justice.
- 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:
* Provide high touch personalized customer service through daily virtual interactions with the client base.
* Assist with sales outreach and support.
* Support client and partner onboarding.
* Support the digital team with writing user stories and help minimize the backlog on .
* Assist with documentation and capturing project approvals.
* Partner with internal resources to ensure adherence to and promotion of our commitment to sustainability practices and continued carbon neutrality.
* Learn how to promote banking opportunities and a favorable image of the Bank in all business activities within the community and social media.
* Assists with all aspects of the solar lending process and other values-aligned products delivered via the Digital Channel.
Secondary Responsibilities:
* 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 and expand understanding of and commitment to 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.
Specific Requirements:
- Enrolled in or recent graduate of a related field of study.
- Banking experience and knowledge of bank digital banking systems strongly preferred.
- 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.
- Sales- Desire and ability to promote all banking products, practice 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.
- Training, Learning and Technology- Ability to quickly learn, adopt, and use new 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 ample opportunity to learn hands on and through live business interactions.
- Team Spirit- Demonstrated ability to support team members and act as a source of inspiration for the collective improvement of the team and the achievement of business objectives.
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 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 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.
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 a Universal Banker Floater to support our Central Florida branches. This position will primarily be located in Winter Park and will be responsible for increasing branch assets, deposits, customer base and revenue by building rapport with new and existing customers to understand their current and future financial needs. You will conduct teller and cash vault transactions in an accurate and timely manner. The Universal Banker is also responsible for the sales of all bank products and services. You will provide outstanding customer service through a variety of digital and physical channels and consistently gain the confidence and trust of others through honesty, integrity, and authenticity. Applicants should be comfortable interacting with customers on camera, phone, online chat and must be comfortable utilizing new technology. The candidate must possess strong communication skills to accurately complete requests and answer questions for customers.
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 Orlando with the ability to travel to our St. Petersburg and Mt. Dora branches as needed, sometimes at short notice. Please send a resume to apply.
Job Responsibilities
- Ensure thorough understanding of all products and services offered by Climate First Bank;
- Consistently exceed customer expectations and build rapport with existing and new customers;
- Open and process accounts, perform account maintenance;
- Accept and process deposits, withdrawals, transfers, check cashing, loan payments; ensure proper customer identification and Bank Secrecy (BSA) procedures are followed;
- Proactively identify referral opportunities from new and existing customers;
- Proactively identify cross- and upselling opportunities across ALL of the Bank's products;
- Actively listen to the needs of prospects and clients and promptly respond to customer requests;
- Promote bank products and services while maintaining and accurately balancing teller cash drawer;
- Assist with vault duties;
- Attend and participate in periodic staff meetings;
- Keep exceptions for new accounts and audits to a minimum;
- Open and close the branch with the Branch Manager or Assistant Branch Manager; maintain and stay abreast of security policies and procedures; participate in testing security equipment, understand and follow procedures in case of robbery or other emergency; abide by dual controls procedures at all times;
- Demonstrate interest in contributing to and working by Climate First Bank's Core Values;
- Possess the initiative to obtain education related to ESG and sustainability practices.
Specific Requirements
- Associates Degree required, Bachelor's Degree strongly preferred;
- Proven ability to close sales based on customer needs;
- Previous banking experience required;
- Ability to balance business needs and customer requests while managing potential risks to the Bank;
- Previous money-handling experience;
- Excellent sales, and communication skills;
- Excellent attention to detail, ability to multi-task, and manage time effectively;
- Educated in financial products and services, banking regulations and laws;
- Solid organizational skills.
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 Commercial Lender/ Attorney Banking Specialist (ABS) in Jacksonville market and take your career to a level unattainable in a traditional bank environment! In this role, you will meet and exceed budgeted deposit, fee income, and commercial lending goals. 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.
The Commercial Lender/ ABS position will be primarily remote but does require physical presence in the Jacksonville area. Candidates must be local to the area to be considered. Please send a resume to apply.
Job Responsibilities:
- Identify new loan opportunities through business development efforts.
- Responsible for establishing, growing, and managing our attorney and law firm banking portfolio to include both deposit and lending relationships across our markets.
- Achieve sales meetings and sales call goals and document in Salesforce.
- Cross-sell all applicable financial products, seeking to develop and service desirable and profitable loans.
- Solicit, negotiate, and coordinate closings.
- Grow energy efficient loan production (PV panels, EV charging, LEED certified buildings).
- Ensure production goals are met, including DDA growth goals.
- Guide borrowers through the application process and advise on financial status and methods of payment.
- Monitor credit quality of loan portfolios.
- Monitor past due loans and collect payments.
- Develop referral relationships with realtors, CPA's, builders, and other sources to proactively solicit business and conduct sales-related activities.
- Evaluate, authorize, and recommend approval of commercial loans and lines of credit.
- Contribute to achieving all the relevant sustainability goals including Community Reinvestment Act and multi-cultural lending goals.
- Adopt and practice a commitment to social, economic, environmental, and racial justice.
- Demonstrate interest in contributing to and working by Climate First Bank's Core Values.
- Demonstrate an understanding of and follow established Bank policies, procedures, and regulations in accordance with all BSA and Compliance requirements.
Specific Requirements:
- Excellent sales, interpersonal, communication and supervisory skills.
- Superior customer service skills.
- Prior commercial lending experience required.
- Excellent attention to detail, ability to multi-task and manage time effectively.
- Educated in financial products and services, banking regulations and laws.
- Ability to work in a fast-paced environment.
- Solid organizational skills.
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!
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 a Universal Banker to support our Winter Park branch. As the Universal Banker you will be responsible for conducting teller and cash vault transactions in an accurate and timely manner. The Universal Banker is also responsible for the sales of all bank products and services. You will provide outstanding customer service through a variety of digital and physical channels that customers may utilize; including online chat and messaging, video conferencing, and phone calls.
Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. This position is located in Winter Park, FL. Candidates must be local and able to reliably commute to the branch 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:
- Develop and maintain thorough understanding of all products and services offered by Climate First Bank.
- Accept and process deposits, withdrawals, transfers, check cashing, loan payments.
- Ensure proper customer identification and Bank Secrecy (BSA) procedures are being followed.
- Actively listen to customer needs and promptly respond to customer requests.
- Proactively seek and identify opportunities to promote and cross-sell all bank products and services through a consultative sales approach.
- Maintain and accurately balance teller cash drawer.
- Assist with vault duties.
- Keep exceptions for new accounts and audits to a minimum.
- Assist with branch opening and closing procedures.
- Maintain and expand knowledge of of security policies and procedures; participate in testing security equipment; understand and follow procedures in case of robbery or other emergency; abide by dual controls procedures at all times.
Requirements:
- Previous bank teller experience preferred; cash handling experience required.
- Adopt and apply a true servant mindset and genuine desire to consistently exceed customer expectations.
- Ability and drive to proactively seek out and execute on sales opportunities through consultative sales and prioritizing customer needs.
- Organized self-starter with outstanding attention to detail and excellent organization skills.
- Desire and ability to thrive in a fast-paced and multifaceted environment with fast changing and sometimes conflicting priorities. Outstanding multitasking and time management skills are required.
- Education (formal or applied) in financial products and services as well as banking regulations and laws is a plus.
- Demonstrate interest in contributing to and working by Climate First Bank's Core Values.
- Possess the initiative to obtain education related to sustainability practices.
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 a Sr. Credit Analyst to support our Credit Operations team. This remote position will be responsible for supporting lending efforts by underwriting new and renewed loans in accordance with company credit policy and sound credit practices. Works with various loan types to include corporate, commercial, industrial, and commercial real estate transactions. Participates in the underwriting of small business banking transactions with a varying level of complexity. Completes annual reviews, performs financial statement analysis, and completes debt service calculations as directed.
Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. We are primarily looking for candidates in FL, GA, AL, SC and NC but are open to considering other States on a case by case basis. Please send a resume to apply.
Primary Functions:
- Spread financials for potential and existing loans.
- Analyze existing and potential loans.
- Create comprehensive loan approval packages and identify any policy exceptions.
- Present recommendations to senior management and credit committees.
- Perform required monitoring of existing loan portfolio performance.
- Maintain various loan related databases.
- Utilize Power BI to create loan reports.
Secondary functions:
- Assist in the due diligence process for audits and exams.
- Manage the loan approval templates.
- Monitor the consumer loan automatic approval application.
- Ad Hoc project requests from management.
- Adopt and practice a commitment to social, economic, environmental, and racial justice.
- Demonstrate an understanding of and follow established Bank policies, procedures, and regulations, cognizant of transactions, 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.
Specific Requirements:
- Bachelor's Degree required, preferably in Finance.
- Spreading software experience preferred.
- Prior banking experience preferred.
- Ability to complete assignments with little oversight and supervision.
- Strong accounting and math skills.
- Ability to deal with routine changes often.
- Ability to deal effectively and tactfully with customers, employees, and Bank management.
- Good organizational and communications skills.
- Ability to work in a fast-paced environment.
- Must have excellent computer skills including extensive use of Windows and Microsoft Office Programs.
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 the Deposit and Treasury Manager. As the Deposit and Treasury Manager you will oversee all business functions related to Deposit and Treasury Management Operations Services & Support. Responsibilities include the synchronization of daily back-office operations, core system processing, and other related departments as they related to the Treasury Management and Deposit Operations.
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.
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:
- Policies and Procedures - Develop and maintain all department policies and procedures. Ensure compliance with department procedures and control standards, adjusting existing and/or implementing additional controls as needed.
- Audit Management - Coordinate department preparation and short/long-term responses to internal and external audits and exams.
- Department Operations - Plan operational improvements, resolve operational problems, and take corrective action to ensure effective operations. Determine staffing requirements; oversight of selection, development, and management of staff; direct training and development of staff to ensure operational depth and maximize use of strengths and abilities. Assist in the development
of the department budget, monitor expenditures, and explain variances. - Mergers & Acquisitions - Manage Treasury Management and Deposit Operations responsibilities related to Merger and Acquisition conversions, project plans, product enhancements and implementations, process integration with other departments, and Treasury Management and Deposit Operation's disaster recovery plan(s).
- Products and Services - Coordinate with other departments on the implementation of new products and services. Remain knowledgeable of banking industry trends or issues in order to assist in the assessment of needs and opportunities for service enhancements or new products.
- Customer Service - Assist other department employees with activities related to deposit and treasury management services and related products. Provide assistance to other employees by liaising with them through healthy and positive interactions. Develop and recommend unit quality, productivity, and service level goals as well as provide input for other areas of the Bank.
- Core Conversion & Maintenance - Collaborate with the Core Banking Systems Administrator to update and maintain core banking and ancillary systems
Requirements:
- Bachelor's Degree strongly preferred.
- 5+ years of Core System experience required.
- 10+ Prior banking experience required.
- Experience leading diverse teams from entry level to middle manager.
- Sound education in financial products and services, banking regulations and laws.
- Strong accounting and math skills.
- Ability and desire to thrive in a fast-paced, high-pressure environment with frequent routine changes. Ability to multi-task and prioritize with ease.
- Highly organized self-starter with impeccable attention to detail and the ability to complete assignments with little oversight and supervision.
- Effective communicator with strong active listening skills, excellent writing and speaking skills and the ability to compose professional correspondence. Must be able to communicate tactfully and empathetically with customers, employees, and Bank management.
- Proficient in the Microsoft Office suite of products to include Word, Excel, Outlook as well as other software used in the department.
Physical Demands: In the performance of respective tasks and duties, all Climate First Bank employees are expected to successfully perform the essential functions of the position. While performing duties, employees are required to sit, talk, hear, lift up to 20 lbs., and may be required to work evenings and/or weekends, attend remote meetings and/or to travel. Reasonable employee accommodations will be considered on a case-by-case basis.
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 lending team as an SBA Lender and take your career to a level unattainable in a traditional bank environment! The SBA Lender is responsible for meeting and exceeding budgeted deposit, fee income, and SBA lending goals. You will originate SBA 7 (a), SBA Express and 504 loan opportunities in your market footprint and own the loan process through the entire lifecycle of the loan.
The SBA Lender position is a hybrid position that, while primarily performed remotely, requires a presence in our markets to effectively perform deposit and cross-selling duties. Candidates must be local to one of our main markets (Orlando, Tampa Bay Area, Jacksonville) to be considered. Please send a resume to apply.
Job Responsibilities
- Develop and structure loan opportunities for Small Business Administration (SBA) eligible small and medium sized businesses.
- Review customer financials and manage according to SBA guidelines.
- Structure SBA loan proposals, complete initial underwriting, and prepare credit package in compliance with all applicable regulations and SBA Standard Operating Procedure guidelines.
- Determine applicant eligibility, gather, and assimilate information, create SBA specific Credit Memo and provide supporting documentation.
- Assist with loan package submissions to Underwriting and SBA, follow up with clients on any additional items requested during processing.
- Assist loan closing with processor, attorney, and client.
- Partner with bank officers to market other banking products and services, as applicable.
- Prepare periodic reports for management as needed.
- Perform all other general support and special projects requests as assigned.
Specific Requirements:
- Bachelor's degree in business finance or related field preferred.
- Documented background in banking/financial institution's government guaranteed lending program.
- 3+ years of SBA lending experience.
- Working knowledge of all government guaranteed lending products including SBA 7(a), SBA Express, SBA Small Loan, SBA 504, and USDA.
- Excellent written, communication, presentation, analytical and organizational skills.
- Effectively partner and communicate with internal departments, and customers.
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!
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 a Chief Financial Analyst to support our finance department. As the Chief Financial Analyst you will be responsible for the overall administration of budgeting/forecasting, Asset Liability Management (ALM) modeling and assumptions, ALM Economic Value and NII forecast, cash flow and liquidity management, and investing recommendations for the Bank. Also responsible for assisting in the preparation of consolidated financial statements and ensuring compliance with generally accepted accounting principles.
Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. Candidates must live in Florida. Please send a resume to apply.
Job Responsibilities:
- Manage ALM and capital stress testing modeling initiatives including interest rate risk, liquidity risk, and balance sheet optimization.
- Direct and organize participation in preparation of the annual operating budget. Maintain budget information in accounting system. Review budget variances and reports results to management.
- Review and analyze "what if" scenarios for strategic planning. Prepare various analytical cost analyses and projections.
- Review cash management position to ensure adequate liquidity in an effort to optimize cash.
- Prioritize the accuracy and integrity of data incorporated into ALM and capital stress testing activities to support a comprehensive internal control environment.
- Oversee regular updates to model assumptions including loan prepayment speeds, deposit decay, and betas.
- Manage and evaluate modeling balance sheet, net interest income (NII), economic value (NEV), and forecast simulations across multiple scenarios.
- Present trends, opportunities, and issues to committees and senior management, making recommendations for action as appropriate.
- Review and assist in the development of finance policies and procedures, recommending changes to improve efficiency or strengthen controls.
- Assist CFO in potential growth opportunities.
Specific Requirements:
- Advanced knowledge of the financial services sector.
- BA/BS in Accounting; CPA credentials are required.
- Ability to work in a dynamic and changing environment.
- Strong time management skills preferred.
- 5 years progressively responsible experience in accounting or financial analysis, preferably with a financial institution.
- Excellent attention to detail, ability to multi-task, and manage time effectively.
- Demonstrated interest in contributing to and working by Climate First Bank's Core Values.
- Possess the initiative to obtain education related to Corporate Social Responsibility and sustainability practices.
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 Structured Finance team as the Business Development Officer (BDO). This remote position will be responsible for originating,
structuring, and closing new business opportunities. This role is integral to
the growth and success of the Structured Finance Division, requiring a
proactive approach to business development, client relationship management, and
industry engagement.
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.
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!
Responsibilities
- Business Development - Identify,
cultivate, and manage relationships with prospective clients. Develop and execute
a strategy to meet or exceed annual new business funding targets. Leverage
industry networks, referral sources, and marketing strategies to generate a
consistent pipeline of high-quality leads. - Sales and Client Relationship Management - Conduct
in-depth needs assessments to understand client financial requirements and
present tailored financing solutions. Build and maintain strong relationships
with referral partners, including brokers, CPAs, attorneys, and industry associations. Represent the Structured
Finance Division at industry conferences, trade shows, and networking events to
promote services and build the division's brand. - Structuring and Closing Deals - Work
collaboratively with internal underwriting, operations, and credit teams to
structure and close deals efficiently. Ensure all deals align with the
division's credit policies and risk appetite. Negotiate terms and pricing with
clients while maintaining a focus on achieving profitability and client
satisfaction. - Market and Industry Expertise: Stay
informed about market trends, competitor offerings, and changes in the
factoring and ABL landscape. Provide feedback to leadership regarding market
conditions and opportunities for product or service enhancements. - Pipeline and Portfolio Management - Build
and maintain a robust pipeline with clearly defined stages and next
steps. Generate a balanced portfolio of deals across various industries
and credit profiles.
Secondary Responsibilities:
*
Adopt and practice a commitment to social, economic,
environmental, and racial justice.
*
Demonstrate interest in contributing to and working
by Climate First Bank's Core Values.
*
Possess the initiative to obtain education related
to sustainability practices.
* Demonstrate an understanding of and follow
established Bank policies, procedures, and regulations, cognizant of
transactions, 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
- Bachelor's degree in Business, Finance, or a related
field; MBA or advanced degree is a plus.
*
Proven track record of meeting or exceeding sales
targets in a business development role.
*
Strong knowledge of factoring and ABL products,
including underwriting and credit analysis principles.
*
Exceptional interpersonal, communication, and
negotiation skills.
*
Ability to work independently and as part of a
collaborative team.
*
Proficiency in CRM tools and financial analysis
software.
*
Minimum of 5 years of experience in factoring, ABL,
or commercial finance.
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 Loan Operations team as a Loan Operations Specialist and take your career to a level unattainable in a traditional bank environment! The Loan Operations Specialist prepares loan documents and will be responsible for addressing appropriate title insurance coverage to protect Climate First Bank's interests. Please note that this general outline will be further specialized based upon skillset and fit within the Loan Operations department.
This position is remote within the State of Florida. Additional States may be considered on a case by case basis. 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:
- Loan Documentation- Prepare loan documents utilizing LaserPro and review attorney prepared loan documents. Order title work and flood determinations.
- Closing Process- Coordinate closings. Process loan fundings. Review loan documentation post-closing for accuracy and compliance within loan policy.
- Reporting- Prepare and maintain loan policy exception report. Prepare monthly documentary stamp tax report
- Operations- Assist in developing policies and procedures. Book new loans and renewals on core
- Payment and Loan Processing- Process payments/draw requests. Process property tax payments. Process loan maintenance. Paid Loan Processing, including preparing and filing releases. Daily/Monthly reconciliations.
- Monitoring- Track real estate taxes and insurance on collateral. Monitor UCC-1 expiration dates and file continuation. Verify rate changes. Verify escrow analyses.
Requirements:
- Ability and desire to thrive in a fast-paced, performance driven environment with frequent routine changes.
- Detail-oriented, resourceful, creative and organized self-starter.
- Ability to complete assignments with little oversight and supervision. Sound judgement on when to ask questions and escalate to a team member or manager.
- Must
have excellent computer skills including extensive use of Windows,
Microsoft Office Programs.
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 a Residential Loan Officer in one of the following markets: Tampa Bay Area, Jacksonville, Lake County, Southeast Florida, Southwest Florida and take your career to a level unattainable in a traditional bank environment! In this role, you will utilize industry knowledge and expertise to recommend mortgage products to clients while also excelling at driving deposit relationships to the Bank.
The Residential Loan Officer position is a hybrid role and requires physical presence in the market you are applying for. Candidates must be local to their area of choice to be considered. Please send a resume to apply.
Job Responsibilities
- Utilize industry knowledge and expertise to recommend mortgage products to clients.
- Implement strategies that not only result in high profits but also achieve all the relevant sustainability goals including Community Reinvestment Act and multi-cultural lending goals.
- Operate by positively influencing revenue growth, expense adherence and efficiencies.
- Identify, develop, and maintain a quality network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities.
- Enhance valuable referral sources by regular participation in business related development opportunities and community efforts to promote home ownership.
- Proactively solicit residential mortgage business for your portfolio as well as working with your team leader to enhance Climate First Bank's business while meeting loan quality and production goals.
- Maintain a clean pipeline with an organized follow-up program and clear communication relative to locks, closing dates, extensions, etc.
- Participate in sales and training meetings on initial and new programs with realtors, builders, and other prospects.
- Maintain loan compliance through timely and accurate preparation of required initial disclosures and re-disclosures.
- Identify appropriate opportunities to cross-sell additional banking products.
Specific Requirements:
- In-depth knowledge of the residential mortgage industry.
- In-depth knowledge of residential lending regulations.
- Understanding and experience of residential lending for a financial institution. Banking experience preferred.
- Proven ability to personally produce a high volume of high-quality loans.
- Proven ability to cross-sell bank products.
- Bachelor's degree, preferably in business.
- Mission/values aligned - Must be completely values aligned with all the principals of CSR.
- Exceptional verbal and written communication skills.
- Resourceful, organized and a self-starter.
- Solid ability to anticipate needs of your clients.
- Exceptional interpersonal skills.
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!
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 team as a Staff Accountant to support our remote accounting team. As the Staff Accountant you will be responsible for timely and accurate financial reporting, as well as reconciliation of all general ledger and internal deposit accounts.
Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. Candidates must live in Florida. Please send a resume to apply.
Job Responsibilities:
- Daily Financial Overview Report.
- Daily Balancing of correspondent accounts and key general ledger accounts.
- Daily Journal Entries.
- Daily Cash Position to help in determining borrowing needs.
- Review/Approve international wires.
- Assist Deposit Operations with domestic wires when needed.
- Distribution of monthly Management Reports.
- Monthly reconciliation of all balance sheet accounts.
- Monthly reconciliation of all internal DDA accounts.
- Actively researching and clearing stale items.
- Assist in gathering documents needed for Internal and External audits.
- Back up Accounts Payable when needed.
Specific Requirements:
- Associates Degree required, Bachelor's Degree strongly preferred.
- 3-5 years proven accounting experience required.
- Previous banking experience preferred.
- Excellent communication skills.
- Excellent attention to detail, ability to multi-task, and manage time effectively.
- Demonstrated interest in contributing to and working by Climate First Bank's Core Values.
- Possess the initiative to obtain education related to our sustainability practices.
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.