Assistant Branch Manager

OneEthos; Winter Park (FL); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

Health Savings Account (HSA)

401(k) with employer match

Employee stock options

Exclusive employee banking perks

0% financing for employee solar loans

Employee mortgage product with special

EV financing options

Job summary

Climate First Bank in Winter Park, FL is seeking an Assistant Branch Manager to support daily operations, develop the branch team, and deliver exceptional customer service. You will identify customer needs and confidently oversee the Winter Park branch in the Branch Manager's absence.

The role emphasizes leadership, sales and service excellence, adherence to banking policies, and a focus on community engagement within a fast-paced, mission-driven bank.

Qualifications

• Excellent sales, interpersonal, communication, and supervisory skills.
• Superior customer service skills; prior consumer lending experience is preferred.
• Strong attention to detail with multitasking and time management.
• Knowledge of financial products, banking regulations, and applicable laws.
• Organization and efficiency in a fast-paced environment.

Responsibilities

• Support the Branch Manager in achieving profit, performance, and customer service goals.
• Coach staff to strengthen sales and operational skills.
• Oversee daily branch activity and lead the team when the Branch Manager is unavailable.
• Understand products and services and listen to the needs of prospects and clients.
• Handle customer grievances and ensure compliance with bank policies.

Skills

Excellent sales

Interpersonal skills

Communication skills

Supervisory skills

Customer service experience

Lending experience preferred

Job description

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, Downtown Orlando and a growing digital presence, we're proving that banking can be a force for good. We don't just support environmental and social causes-we're built on them.

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

Join the Movement

We're seeking driven, mission-aligned individuals ready to make an impact. If you're passionate about sustainability, thrive in a fast-paced, results driven environment, and want to be part of something bigger, you will feel right at home.

Our team is one of goal-setters, go-getters, problem solvers, thought leaders, and changemakers. We celebrate wins, tackle challenges head-on, and push boundaries. Fueled by purpose, we thrive where perseverance and passion turn ambitious goals into reality.

Thrive at Climate First Bank

At Climate First Bank, we're investing in your future. We offer a comprehensive, people-first benefits package that supports your health, finances, and work-life balance. Please note that benefit eligibility varies by employment status and that benefits for part-time employees may differ from those listed below.

Compensation - In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. Actual compensation is based on industry salary ranges, internal salary structures, experience, skills and other job-related factors.

Health Coverage

• Medical, Dental & Vision Insurance
• Health Savings Account (HSA)
• Free Telemedicine access via Teladoc

Financial Wellness & Wealth Building

• 401(k) with 6% Employer Match - No Vesting Period.
• Employee Stock Options
• Exclusive Employee Banking Perks
• 0% Financing for Employee Solar Loans
• Employee Only Mortgage Product with exclusive interest rates and terms.
• 0% Financing for Eligible Electric Vehicles (EVs)
• Referral Incentives

Generous Paid Time Off

• 2-4 Weeks of Vacation based on officer level plus additional tenure-based time.
• 64 Hours of Paid Sick Time for all full-time employees.

Protection & Peace of Mind

• Company-Paid Life Insurance
• Short- & Long-Term Disability Insurance
• Voluntary Life, Accident & Critical Illness Coverage
• Employee Assistance Program (EAP) with free counseling, legal, and financial services.

Now Hiring: Assistant Branch Manager, Winter Park

We're looking for an Assistant Branch Manager to support the Branch Manager through efficient daily operations, help lead and develop the branch team, deliver exceptional customer service, identify customer needs, and confidently oversee the Winter Park branch in the Branch Manager's absence.

What You'll Contribute:

Branch Leadership & Team Development

• Support the Branch Manager in achieving profit, performance, and customer service goals.
• Coach less experienced staff to strengthen sales and operational skills.
• Confidently oversee daily branch activity and lead the team when the Branch Manager is developing business or otherwise unavailable.

Customer Experience & Business Growth

• Thoroughly understand the Bank's products and services and actively listen to the needs of prospects and clients.
• Respond promptly to customer requests and recommend appropriate banking products and services based on identified needs.
• Handle and follow up on customer grievances and research items in accordance with Bank policy.

Branch Operations, Security & Controls

• Open and close the branch and remain current on security policies and procedures.
• Test security equipment, oversee teller and vault cash audits, and follow established procedures for robberies or other emergencies.
• Enforce dual-control procedures and maintain accuracy and professionalism across daily banking services.

Champion Our Mission, Protect What Matters

• Adopt a commitment to environmental, social, economic, and racial justice.
• Stay informed of applicable regulatory requirements and complete all mandatory compliance and IT training.
• Pursue and demonstrate an understanding of established Bank policies, procedures, and regulations.
• Question suspicious activity and collaborate closely with the respective department(s) to help prevent fraudulent activity.

What Makes a Stand‑Out Candidate:

Experience & Qualifications

• Excellent sales, interpersonal, communication, and supervisory skills.
• Superior customer service skills; prior consumer lending experience is preferred.
• Strong attention to detail with the ability to multitask and manage time effectively.
• Knowledge of financial products and services, banking regulations, and applicable laws.
• Solid organizational skills and the ability to perform effectively in a fast-paced environment.

Entrepreneurial Self-Starter

You take charge of your work product and take pride in delivering consistently strong, measurable results. You anticipate branch needs, solve problems efficiently, and step confidently into a leadership role when needed. A high-pace, high-performance environment excites you.

Organization & Efficiency

You manage your time like a pro and stay focused under pressure. You value strong systems, adapt to changing routines, and stay on top of priorities with consistency.

Master Communicator

You communicate with confidence, precision, and professionalism. You listen carefully, respond promptly, handle customer concerns tactfully, and build trust while identifying the products and services that best fit each customer's needs.

Banking & Fintech Acumen

You understand financial products and services, banking regulations, and applicable laws. You apply that knowledge accurately in customer interactions, branch operations, security procedures, and compliance responsibilities.

Tech-Forward and Analytical Thinking

You learn new tools quickly, are excited by innovation, and leverage technology to create efficiencies and optimize your work product.

Commitment to Being a Team Player

You lift others up, share ideas, and bring positive energy to your work. You understand how to operate as part of a larger team, communicate clearly, and contribute wherever needed.

The Work Environment:

• In-person role at 1150 S. Orlando Avenue, Winter Park, FL 32789.
• Occasional U.S. travel for company events or leadership sessions.
• Tobacco-Free employer. All employees must affirm to be non-smokers or affirm commitment to cessation within 90 days of offer acceptance.
• Sustained standing and sitting, frequent communication (speaking and listening), use of a PC including typing and sustained attention to a monitor, and occasional lifting up to 20 lbs.

The Hiring Process:

• Cognitive and personality assessments
• An application form spanning your full education and work history
• Three conversation stages with key team members-get to know us!
• Credit and background checks conducted before the final interview
• Final step: Connect us with former mentors and managers of our choice for reference conversations

We do not offer visa sponsorship and will not pursue candidates without valid work authorization.

Pay Transparency:

The base pay for this role is commensurate with the experience required for the position and is determined using industry standards, internal salary structures, and other job-related factors.

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