Commercial Solutions Banker

Climate First Bank; United States; Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Health coverage

401(k) with employer match

Employee stock options

Solar loan financing for employees

Employee mortgage program

EV financing for employees

Referral incentives

Generous PTO (2–4 weeks)

Sick time (64 hours)

Life and disability insurance

EAP

Job summary

Climate First Bank is seeking a Commercial Solutions Banker to deliver a seamless digital banking experience for commercial clients. You will guide onboarding, support cash management setup, and strengthen client relationships while advancing an inclusive, sustainable banking mission.

Remote role within the United States; requires 3–5 years in commercial banking and strong knowledge of treasury products. The company offers a comprehensive benefits package and opportunities for growth in a

Qualifications

• 3–5 years of experience in commercial or business banking.
• Strong understanding of treasury management products and services.
• Familiarity with digital banking platforms and client onboarding processes.

Responsibilities

• Lead onboarding for commercial clients, opening accounts and setting up treasury services.
• Configure digital banking and cash management tools for clients.
• Provide ongoing digital support and resolve client inquiries.

Skills

Commercial banking

Treasury management

Digital banking

Communication

Bilingual preferred

Education

Bachelor's degree in finance/business

Tools

ACH

Wire transfers

Positive Pay

RDC

Job description

We are changing FINANCE to finance CHANGE!

AtClimate 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 inSt. Petersburg, Winter Park, Mount Dora, and a growingdigital 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.OneEthosoperates 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.

JointheMovement

We’reseekingdriven, mission-alignedindividuals 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 ofgoal-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 Productwith exclusive interest rates and terms.
• 0% Financing for Eligible Electric Vehicles (EVs)
• Referral Incentives

Generous Paid Time Off

• 2–4 Weeks of Vacationbased on officer level plus additional tenure-based time.
• 64 Hours of Paid Sick Timefor 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.

NowHiring:Commercial Solutions Banker

We’reseekingaCommercial Solutions Bankerto deliver a seamless, high-touch digital banking experience for our commercial clients while advancing our mission of a more inclusive and regenerative economy. You’ll guide clients through a smooth and confident client experience by supporting with everyday digital banking needs, serving as a trusted resource from day one. Collaborating across teams, you’ll manage communications, support client interactions, and contribute to growth in commercial deposits and treasury services.

WhatYou’llContribute:

Client Onboarding & Account Opening

• Act as the primary contact for new commercial and business clients throughout the account opening process.
• Open commercial checking, money market, CD, and specialized business accounts.
• Guide clients through documentation requirements and assist in structuring accounts.
• Support digital onboarding communications and ensure accurate, timely account setup.

Cash Management & Treasury Service Setup

• Assist clients with setup and management of digital treasury services.
• Deliver training and onboarding on digital platforms and tools to clients.
• Partner with internal teams to ensure accurate and efficient service implementation.

Digital Banking Support

• Serve as the primary contact for Tier 1 service and technical inquiries related to online and mobile banking platforms.
• Address troubleshooting of digital banking tools.
• Monitor and respond to support queues and shared inboxes to ensure timely, accurate resolution.
• Support call handling performance and drive digital channel engagement.

Relationship management & Servicing

• Deliver a proactive, concierge-level experience by responding to inquiries, resolving issues, and providing personalized support.
• Build and maintain strong commercial client relationships to drive engagement and retention.
• Identify opportunities to introduce additional banking solutions aligned with client needs.
• Advise opportunities to introduce additional banking solutions aligned with client needs.

Operational Excellence & Risk Management

• Ensure all onboarding and servicing activities adhere to regulatory requirements and internal policies.
• Monitor cash management activity for anomalies or risk indicators, escalating issues as appropriate.
• Maintain accurate records and documentation to support audits and quality control.
• Identify process improvements to enhance efficiency and the overall digital client experience.

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 & Education

• 3-5 years experience in commercial or business banking, treasury management, or a similar client service role.
• Strong understanding of commercial account structures and treasury service products.
• Bilingual proficiency preferred.
• Prior experience working in a digital-first or remote banking environment preferred.

Entrepreneurial Self-Starter - You take charge of your work product and take pride in delivering consistently great and measurable results. You solve problems efficiently, seek operational efficiencies and are an individual with the proven ability to deliver a high-touch, client-focused experience. A high-pace and high-expectation environment excites you and you can’t wait to push yourself to new professional heights in a company that rewards high performance.

Organization & Efficiency- You manage your time like a pro and stay focused under pressure. You love a good system but also adapt to changing routines. You’re a master note-taker and checklist fanatic and stay on top of things with ease and consistency.

Master Communicator- You communicate with confidence, precision, and professionalism. You listen deeply and respond thoughtfully and are able to engage efficiently and tactfully with internal and external stakeholders.

Banking & Fintech Acumen - You are highly educated in financial products and services along with applicable regulations and laws within commercial or business banking. You are proficient in ACH and wire transfer processes, Positive Pay, Remote Deposit Capture (RDC), and sweep account setup.

Tech-Forward and Analytical Thinking - You learn new tools quickly, are excited by innovation and leverage technology to create efficiencies.

Commitment to Being a Team Player - You lift others up, share ideas, and bring positive energy to everything you do. You know how to operate as a part of a larger team and love contributing to the big picture. You’re dependable and always happy to lend a hand where needed.

The Work Environment:

• Remote role within the United States; Eastern Standard Hours.
• 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) and use of PC, including typing or sustained attention to monitor, occasional lifting up to 20 lbs.

The Hiring Process:

• Cognitive and personality assessments
• An application form spanning your full education and work history
• 3 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 chats.

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

Pay Transparency:

The base pay for this role starts at $50,000. and is commensurate based on experience required in the role.

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

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Climate First Bank’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.