Deposit Operations Advanced Specialist

Climate First Bank; Oregon; Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental & Vision Insurance

401(k) with employer match

Employee stock options

Paid time off

Life and disability insurance

Job summary

Climate First Bank is seeking a Deposit Operations Advanced Specialist to keep deposit operations running smoothly during daily processing and a system conversion. You will handle ACH, wires, RDC, and card activity, review exceptions, and ensure accurate posting while supporting Treasury Management setup and customer training.

The role emphasizes compliance, detail, and cross‑team collaboration within a fast‑paced environment.

Qualifications

• Prior deposit operations experience is preferred.
• Experience with core banking systems (Phoenix/SilverLake) is a plus.
• High attention to detail in processing transactions and reconciling items.
• Ability to adapt during system conversions and changing priorities.

Responsibilities

• Process ACH, wires, RDC, and card transactions accurately and timely.
• Review and resolve exceptions; ensure proper posting and documentation.
• Maintain compliance with bank policies and regulatory requirements.
• Provide backup support for Treasury Management setup and customer training.
• Document workflows and support audit readiness across operations.

Skills

Deposit operations

Banking core systems

Attention to detail

Adaptability

Tools

Phoenix core

Jack Henry SilverLake

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

• 100% employer-paid for employees; employer contribution for dependents by Us

* 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: Deposit Operations Advanced Specialist

We're looking for a Deposit Operations Advanced Specialist who will keep the engine of our deposit operations running smoothly. In this hands‑on role, you will support daily transaction processing—including ACH, wires, RDC, card activity, and NSF/non‑post items—while contributing to an exciting system conversion. You will collaborate with a seasoned operations team, bring structure and accuracy to fast‑moving workflows, and play a critical role in delivering reliable, customer-centered banking experiences.

What You'll Contribute

• Process ACH, RDC, wires, card transactions, corrections, NSF and non-post items accurately and on time.
• Review, investigate, and resolve exceptions while ensuring timely and accurate transaction posting.
• Maintain compliance with bank policies, procedures, and applicable regulatory requirements.
• Provide backup support for Treasury Management setup, customer training, and customer support, including ACH, Positive Pay, Wire, RDC, and Lockbox.

Operational Excellence & Collaboration

• Maintain thorough documentation and audit readiness across assigned operational workflows.
• Collaborate with teammates and internal partners to support consistent, customer-centered service quality.
• Bring structure, accuracy, and follow-through to fast-moving operational priorities.

Systems & Conversion Support

• Operate on Jack Henry SilverLake core and support post-conversion stabilization.
• Learn and adopt new Jack Henry product modules swiftly.
• Help identify, communicate, and resolve conversion-related issues.

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

• Prior deposit operations experience; banking deposit operations background is a plus.
• Phoenix core or Jack Henry SilverLake experience preferred.
• High attention to detail with strong multitasking abilities.
• Adaptability during core system conversions and fast-changing operational priorities.

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 analytical thinker with a strong focus on data-driven decision making. A high‑pace and high-performance environment excites you and you thrive on defined expectations.

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 engage stakeholders at all levels efficiently and tactfully.

Banking & Fintech Acumen

You are highly educated in financial products and services, applicable regulations and laws. You understand the importance of compliant, accurate deposit operations and are comfortable learning new banking systems and product modules.

Tech‑Forward and Analytical Thinking

You learn new tools quickly, are excited by innovation and leverage technology to create efficiencies, especially in transaction processing, documentation, exception tracking, and core system workflows.

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.

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

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