Sales Jobs in Riverview, FL

We are changing FINANCE to finance CHANGE!

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

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

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

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

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

Benefits:

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

Primary Responsibilities:

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

Secondary Responsibilities:

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

Requirements:

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

Equal Opportunity Statement:

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

Equal Opportunity Employer/Disability/Veterans

E-Verify Statement:

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

We are changing FINANCE to finance CHANGE!

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

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

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

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

We are looking for a Residential Post Closer to ensuring the accurate and timely completion of all post-closing activities for residential mortgage loans. This role involves reviewing loan documents, coordinating with various stakeholders, and ensuring compliance with regulatory requirements.

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:

• Review and verify all loan documents for accuracy and completeness.
• Ensure all post-closing conditions are met and documented.
• Coordinate with title companies, lenders, and other parties to resolve any discrepancies or issues.
• Prepare and submit final loan packages for either secondary market sale or holding in the bank's loan portfolio.
• Receive and account for all loan sales and transaction fees.
• Monitor and track the status of post-closing tasks to ensure timely completion.
• Communicate effectively with internal and external stakeholders to facilitate the post-closing process.
• Ensure compliance with all regulatory requirements and company policies.
• Maintain accurate reports of all trailing documentation from public records and title insurance companies and assist with audits as requested.
• Continuously improve post-closing processes and procedures to enhance efficiency and accuracy.

Requirements:

• High school diploma or equivalent required; associate's or bachelor's degree in finance, business, or related field preferred.
• A minimum of 2 years of experience in mortgage loan processing, closing, or post-closing.
• Strong knowledge of residential mortgage loan documents and post-closing procedures.
• A resourceful self-starter with strong attention to detail and excellent organizational skills.
• Ability to work independently and manage multiple tasks simultaneously.
• Excellent communication and interpersonal skills. Ability to anticipate needs and effectively communicate with a variety of stakeholders.
• Proficiency in Microsoft Office Suite and loan processing software.
• Knowledge of regulatory requirements and compliance standards in the mortgage industry.

Physical Demands:

* Sustained standing and sitting;

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

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

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

Equal Opportunity Employer/Disability/Veterans

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.

With a culture of recognition and reputation for excellence, ELS is the ideal organization in which to develop a long and successful career!

ELS is hiring for the position of Marketing Specialist in Tampa, FL.

What you’ll do:

The Property Marketing Specialist serves investors, ensures compliance and increases the development effectiveness. In addition, the Specialist also implements marketing campaigns to support RV properties.

Your job will include:

• Create and communicate strategies to support RV property marketing.
• Travel to Manager meetings and present marketing strategies and RV rental tips.
• Tour key properties and meet with Property and Regional Managers to draft and edit marketing plans.
• Write and edit content for marketing collateral and compile virtual tours.
• Manage property marketing budgets.
• Research and meet with advertising agencies throughout the region to find new publications to drive qualified leads.
• Partner with the Operations team to create best practices for sales incentives.
• Plan and execute referral and sales events.
• Conduct training seminars on new marketing resources.
• Serve as the primary point of contact for Property Managers on any marketing issues.
• Research, manage and run booths at trade shows.
• Contribute to regional meetings as necessary.
• Audit websites.
• Visit properties to assist with marketing needs, signage placement and appropriate collateral.

Experience & skills you’ll need:

• Bachelor’s degree in Marketing, or a related field, or the equivalent combination of education and experience.
• Preferable experience in Marketing roles, but not required.
• Valid driver’s license, good driving record and current auto insurance.
• Excellent organizational and project management skills.
• Ability to effectively present information and respond to questions from executives, management, property managers and law enforcement as appropriate.
• High level of comfort with public speaking.
• Proficiency in Microsoft Office Suite.
• Ability to exercise sound judgment and make independent decisions.
• Ability and willingness to travel.
• Ability to lift and/or move up to 25 pounds

In return for your excellent skills and abilities, we offer a comprehensive benefits package including: medical, dental, and vision plans, a generous 401(k) employer match, and paid vacations, holidays, and sick time.

We invite you to visit our web site at for additional information regarding our exceptional resort communities.

As an Equal Opportunity Employer, we welcome and thank all applicants.

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 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:

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Oath Law & Oath Planning - Estate and Financial Planning

About The Role

We're looking for attorneys who want to help more people than they ever thought possible.

If you're drawn to client work, self-motivated, and want to be part of something that's reimagining how people approach their life and legacy, we'd like to talk. This is a front-facing role. You'll work directly with clients who are navigating some of life's most important decisions: how to protect what they've built, provide for the people they love, and create clarity for the future. No prior estate planning experience required—we'll teach you everything you need to know.

About The Team

Our team is made up of attorneys, financial advisors, and client service professionals all over the country who believe that we all get one short life, and that we should make the most of it. We help our clients prioritize what matters through estate and financial planning, all under one roof.

We care about doing work that matters. We also care about how we do it. That means supporting each other, staying curious, and showing up for our clients with the kind of presence they deserve. If you're someone who values collaboration over competition, effectiveness over busyness, and impact over appearances, you'll fit right in.

We believe in great freedom, great responsibility, and in doing the hard work first. We’re committed to empowering our team to help thousands of people nationwide protect what matters to them.

What You’ll Do

• Lead workshops and speaking events to educate potential clients on their estate and financial planning options
• Meet with clients in consultations, gather necessary information, and help clients take action
• Design and review personalized estate plans to ensure alignment with client goals
• Guide clients through document signing appointments, making sure they understand their plans completely
• Collaborate with attorneys, advisors, and staff to deliver seamless client service
• Maintain detailed electronic records of client meetings and communications
• Meet weekly with a mentor attorney for ongoing guidance and professional development
• Engage clients in integrated estate and financial planning discussions
• Respond promptly and thoughtfully to client needs via email and phone

What We’re Looking For

• Juris Doctorate and active law license
• Strong communication, problem-solving, and time management skills
• Comfort with public speaking, persuasion, and education-based sales
• Proficiency in Microsoft Office and Apple software preferred
• Customer service experience preferred
• Willingness to work early evenings twice a month
• Reliable transportation—personal vehicle preferred

What We Offer

• Competitive base salary with performance-based profit sharing structure
• Continuous attorney mentorship and professional development
• Flexible PTO that recognizes and rewards longevity
• Health, dental, and vision insurance with company contributions
• 401(k) with matching
• Maternity and paternity leave after one year
• A culture-driven team where collaboration, respect, and shared purpose come first

Who Should Apply

This role is for attorneys who want their work to matter on a personal level. You're someone who sees work not as a series of transactions, but as an opportunity to guide people through some of the most important decisions they'll make. You're comfortable in front of a room, energized by teaching and conversation, and equally at ease in one-on-one consultations where trust is built.

We're growing quickly, expanding across the country, and building teams in new markets. When hired, we’ll secure an office location convenient for you and your clients. You’ll be supported by mentor attorneys and advisors as you grow within our team. If rethinking what the legal and finance industry looks like excites you, we'd love to hear from you.

Inizio Engage has a long-standing partnership with a leading biotechnology organization across Commercial, Patient Solutions and Medical Affairs businesses.

We are seeking a Clinical Educator to deliver educational support to identified Healthcare Professionals and office staff within primary care and specialist facilities in the field of a designated disease state. The Clinical Educator will provide disease state education, related resources, and approved product education in accordance with program standards and compliance guidelines, while meeting all relevant expectations set by Inizio leadership.

This is your opportunity to join Inizio Engage and represent a top biotechnology organization!

What’s in it for you?

• Competitive compensation
• Excellent Benefits – accrued time off, medical, dental, vision, 401k, disability & life insurance, paid maternity and paternity leave benefits, employee discounts/promotions
• Employee discounts & exclusive promotions
• Recognition programs, contests, and company-wide awards
• Exceptional, collaborative culture
• Best Places to Work in BioPharma (2022, 2023, & 2024)
• Certified Great Place to Work (2022, 2023, 2025)

What will you be doing?

• Provide disease state education, awareness, and approved resources to identified Healthcare Professionals and office staff as agreed by Inizio leadership
• Present educational programs, both live and virtual, tailored to the needs of each healthcare office
• Increase awareness of disease state through compliant education
• Educate office staff on diagnostic processes, disease state information, and approved product education including safety and adverse event information per label
• Develop and strengthen relationships with key healthcare professionals and office staff
• Identify and support referral pathways across multidisciplinary teams
• Facilitate the development and provision of services across multiple healthcare sectors
• Use only approved materials provided by Inizio. Materials may not be changed, copied, or distributed
• Complete all required training courses and competency assessments within specified timeframes
• Ensure accurate and timely documentation of all office interactions and required reporting activities
• Capture time and expenses through the designated Inizio systems
• Maintain professional registration and/or licensing as required by applicable state laws
• Attend local and national meetings and/or conferences to remain current on program developments and share best practices
• Maintain company equipment and materials in accordance with company instructions
• Comply with all Inizio policies and procedures and all applicable compliance standards
• Be contactable during working hours to respond to inquiries and perform responsibilities
• Possess a full, valid United States driver’s license at all times and notify Inizio immediately of any offenses or accumulation of penalty points
• Effectively manage assigned territory and travel as needed, including overnight travel
• Perform other duties as requested
• Clinical Educators do not provide nursing services, medical or treatment advice, and do not market or promote pharmacological products.

What do you need for this position?

• Qualified Healthcare Professional with current state license (Respiratory Therapist or Registered Nurse preferred)
• Associate’s Degree, Bachelor’s Degree, BSN, or equivalent work-related experience
• Minimum of 3+ years’ experience working in a specific disease state or related field; respiratory experience preferred
• Previous experience in pharmaceutical or biotech industry as a clinical educator or in sales preferred
• Excellent professional communication and presentation skills
• Ability to present to physicians and various members of office staff
• Strong interpersonal and organizational skills
• Demonstrated ability to manage multiple responsibilities and territory priorities
• Self-starter with high personal motivation
• Evidence of continual professional development and commitment to maintaining clinical knowledge
• Willingness to travel up to 75%, including overnight stays
• Ability to lift and carry up to 25 pounds and operate standard office equipment

About Inizio Engage

Inizio Engage is a strategic, commercial, and creative engagement partner that specializes in healthcare. Our passionate, global workforce augments local expertise and diverse mix of skills with data, science, and technology to deliver bespoke engagement solutions that help clients reimagine how they engage with their patients, payers, people and providers to improve treatment outcomes. Our mission is to partner with our clients, improving lives by helping healthcare professionals and patients get the medicines, knowledge and support they need.

We believe in our values: We empower everyone/We rise to the challenge/We work as one/We ask what if/We do the right thing, and we will ask you how your personal values align to them.

To learn more about Inizio Engage, visit us at: Engage is proud to be an equal opportunity employer. Individuals seeking employment at Inizio are considered without regards to age, ancestry, color, gender, gender identity or expression, genetic information, marital status, medical condition (including pregnancy, childbirth, or related medical conditions), mental or physical disability, national origin, protected family care or medical leave status, race, religion (including beliefs and practices or the absence thereof), sexual orientation, military or veteran status, or any other characteristic protected by federal, state, or local laws. Further, pursuant to applicable local ordinances, Inizio will consider for employment qualified applicants with arrest and conviction records.

Inizio Engage is an equal opportunity employer M/F/V/D. We appreciate your interest in our company, however, only qualified candidates will be considered.