Commercial Solutions Banker

C

Climate First Bank

Commercial Solutions Banker

National
Full Time
Paid
  • Responsibilities

    We are changing FINANCE to finance CHANGE!

    At Climate First Bank , we’re redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services—including solar, residential, commercial, ESOP Banking, Structured Finance and SBA loans—all designed to power a better future. We’re proud to be a Certified B Corporation, a member of 1% for the Planet, and part of the Global Alliance for Banking on Values (GABV)—reflecting our deep commitment to sustainability, transparency, and ethical banking.

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

    Under the Climate First Bancorp Holding Company, we are proud to be powered by our subsidiary OneEthos, which operates at the intersection of fintech and traditional banking to accelerate access to inclusive, values-driven financial services. Regulated by the Federal Reserve Bank, it empowers Community Banks, Credit Unions, CDFIs, and Green Banks with ethical lending tools — especially in climate finance and solar lending.

    Welcome to the Movement

    You are joining a team of driven, mission-aligned individuals ready to make an impact. Sharing a passion for sustainability and the ability to thrive in a fast-paced environment, we are fueled by the objective to make finance a force for good.

    We are problem solvers, goal-setters, go-getters, thought leaders and changemakers. We celebrate wins, tackle challenges head-on, and push the boundaries of what can be achieved when technology and finance seamlessly integrate. Relentlessly driven and fueled by purpose, we thrive in fast-paced environments where perseverance and passion turn ambitious goals into reality.

    How you will thrive at Climate First Bank

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

    • Medical, Dental and Vision Coverage — 100% Paid by Us (employee coverage, employer contribution towards dependents)
    • Financial Wellness & Wealth Building
    • 401(k) w/ 6% Employer Match & no vesting period
    • Employee Stock Options & Grants
    • Employee Only Mortgage Product
    • Exclusive Employee Banking Perks - included employee-only account and loan products
    • 0% Financing for Employee Residential Solar Loans & Eligible Electric Vehicle (EV) loans
    • **Protection & Peace of Mind - **We offer company-paid Life Insurance, Disability Insurance and an Employee Assistance Program (EAP) with free counseling, legal, and financial services.

    What to expect as a Commercial Solutions Banker

    • As a Commercial Solutions Banker , you’ll serve as a key member of our Digital Banking team, delivering a high-touch, seamless digital experience for commercial and business clients. You’ll guide clients through onboarding, treasury service implementation, and digital banking support while building strong relationships that drive satisfaction and growth. Expect to work in a collaborative, tech-forward environment where your expertise in banking and digital solutions makes a real impact.

    What You’ll Contribute in This Role:

    • Client Onboarding & Account Opening * Serve as the primary contact for new commercial clients during deposit account setup. Guide clients through documentation and digital onboarding for accurate, efficient setup. * Open commercial checking accounts while ensuring compliance with KYC, BSA/AML, and internal controls.
    • Cash Management & Treasury Services
      • Implement treasury solutions such as ACH, wires, Positive Pay, RDC, and liquidity tools.
      • Conduct client training on digital platforms and collaborate with internal teams for smooth service delivery.
    • Digital Banking Support
      • Provide Tier 1 support for online and mobile banking, including troubleshooting and navigation assistance.
      • Manage support queues and shared inboxes to ensure timely resolution and strong digital engagement.
    • Relationship Management
      • Deliver concierge-level service, resolve inquiries, and build lasting client relationships.
      • Identify opportunities for additional banking solutions and advise on fraud prevention best practices.
    • Operational Excellence
      • Ensure compliance with regulatory and internal policies.
      • Maintain accurate records, monitor risk indicators, and support process improvements for a better client experience.

    What You’ll Leverage in this Role:

    Experience & Education

    • 3–5 years of experience in commercial or business banking, treasury management, or a similar client service role.
    • Strong understanding of commercial account structures and treasury service products.

    Entrepreneurial Mentality

    • Ability to take initiative, solve problems creatively, and adapt in a fast-paced, digital-first environment.
    • Proactive approach to identifying client needs and introducing solutions that drive growth.

    Master Communicator

    • Exceptional written, verbal, and virtual communication skills.
    • Proven ability to deliver a high-touch, client-focused experience.

    Banking & Fintech Acumen

    • Proficiency in ACH and wire transfer processes, Positive Pay, Remote Deposit Capture, and sweep account setup.
    • Familiarity with digital banking platforms and core banking systems.

    Tech-Forward & Analytical Thinking

    • Strong organizational skills with the ability to manage multiple priorities.
    • Proficiency in Microsoft Office Suite (Excel, Outlook, Teams, Word).
    • Comfort with troubleshooting digital tools and guiding clients through technical processes.