Attorney Banking Specialist

Climate First Bank; Tampa (FL); Remote; USD 50,000 - 90,000; Full time

Job summary

Join a forward-thinking bank dedicated to making a positive impact on the environment and communities. As a Commercial Lender/Attorney Banking Specialist, you'll leverage your sales and lending expertise to meet and exceed goals while providing exceptional service. This innovative firm is passionate about sustainability and social justice, making it an exciting place to grow your career. If you thrive in a competitive, goal-oriented environment and are eager to contribute to meaningful change, this position offers a unique opportunity to elevate your career in the banking industry.

Benefits

Employer-paid medical insurance

Employer-paid dental insurance

Employer-paid vision insurance

401k match

Employee stock options

Incentive plans

Opportunities for growth and advancement

Qualifications

• Prior commercial lending experience required.
• Excellent sales and customer service skills are essential.

Responsibilities

• Identify new loan opportunities through business development.
• Manage attorney and law firm banking portfolio.
• Cross-sell financial products and develop profitable loans.

Skills

Sales Skills

Interpersonal Skills

Communication Skills

Customer Service Skills

Attention to Detail

Multitasking

Time Management

Organizational Skills

Education

Commercial Lending Experience

Knowledge of Banking Regulations

Tools

Salesforce

Job description

We are changing FINANCE to finance CHANGE!

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

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

We are a team of growth-focused, goal-oriented, and competitive individuals. We work hard to achieve our mission and growth milestones, setting and exceeding new goals almost daily. We love what we do and enjoy working with people who share our enthusiasm!

Join us as a Commercial Lender/Attorney Banking Specialist (ABS) in the Jacksonville market and elevate your career beyond what is possible in a traditional bank! In this role, you will meet and exceed deposit, fee income, and commercial lending goals. Provide excellent customer service to new and existing clients, including cross-selling products and services. Develop new business, structure, and close commercial loans, and maintain a loan portfolio. Represent Climate First Bank actively in community affairs.

This position is primarily remote but requires physical presence in Jacksonville. Candidates must be local to the area. Please send your resume to apply.

Job Responsibilities:

1. Identify new loan opportunities through business development efforts.
2. Establish, grow, and manage our attorney and law firm banking portfolio, including deposit and lending relationships.
3. Achieve sales meeting and call goals; document activities in Salesforce.
4. Cross-sell financial products and develop profitable loans.
5. Coordinate loan solicitations, negotiations, and closings.
6. Increase energy-efficient loan production (PV panels, EV charging, LEED buildings).
7. Meet production and growth goals, including DDA growth.
8. Guide borrowers through applications and advise on financial status.
9. Monitor credit quality and past-due loans.
10. Develop referral relationships with realtors, CPAs, builders, etc.
11. Evaluate and approve commercial loans and lines of credit.
12. Contribute to sustainability and community reinvestment goals.
13. Commit to social, economic, environmental, and racial justice.
14. Align with Climate First Bank's Core Values.
15. Follow all policies, procedures, and regulations, including BSA and Compliance requirements.

Specific Requirements:

• Excellent sales, interpersonal, communication, and supervisory skills.
• Superior customer service skills.
• Prior commercial lending experience required.
• Attention to detail, multitasking, and time management skills.
• Knowledge of financial products, banking regulations, and laws.
• Ability to work in a fast-paced environment.
• Strong organizational skills.

Benefits:

• Competitive compensation
• Employer-paid medical, vision, and dental insurance
• Employer-paid disability and life insurance
• 401k match
• Employee stock options
• Incentive plans
• Employee-only rates for certain loan products
• Work with a dedicated, like-minded team
• Opportunities for growth and advancement

Physical Demands:

• Sustained standing and sitting
• Frequent use of PC, including typing and monitoring
• Occasional lifting of files or equipment up to 20 lbs

Equal Opportunity Statement:

Climate First Bank values diversity and inclusion, and does not discriminate based on protected attributes. We provide reasonable accommodations for religious practices, mental health, or physical disabilities.

We are an Equal Opportunity Employer/Disability/Veterans.

E-Verify Statement:

We participate in E-Verify to confirm employment eligibility. You will be informed of any issues and given opportunities to resolve them before employment termination.