Assistant Branch Manager

Climate First Bank; Winter Park (FL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Employee stock options

Paid time off 2–4 weeks

Job summary

Climate First Bank in Winter Park, Florida, seeks an Assistant Branch Manager to support the Branch Manager, oversee daily operations, coach staff, and deliver exceptional service in the manager’s absence.

You will lead branch activities, understand customer needs, promote banking products, and uphold security and regulatory standards in a fast-paced environment. Strong leadership and collaboration are essential to drive growth and maintain high service levels.

Qualifications

• Excellent sales, interpersonal, communication, and supervisory skills.
• Superior customer service with preferred lending knowledge.
• Strong attention to detail and time management.
• Knowledge of banking regulations and applicable laws.
• Ability to lead and develop a branch team.

Responsibilities

• Support the Branch Manager in achieving profit, performance, and customer service goals.
• Coach less experienced staff to strengthen sales and operational skills.
• Oversee daily branch activity and lead the team in the Branch Manager's absence.
• Understand customer needs and recommend appropriate banking products.
• Ensure branch security, controls, and regulatory compliance.

Skills

Sales skills

Interpersonal skills

Communication

Supervisory skills

Knowledge of financial products

Job description

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.

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.

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.

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.

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:

• 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:

Our process follows the Topgrading Methodology—we hire A‑Players through a structured, transparent process that includes:

• 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.

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 —

100% employer‑paid for employees; employer contribution for dependents by Us

• Health Savings Account (HSA)

Financial Wellness & Wealth Building

• 401(k) with 6% Employer Match — No Vesting Period.
• Employee Stock Options
• 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