Digital Relationship Banker

Climate First Bank; United States; À distance; USD 52 000 - 70 000; Plein temps

Avantages offerts par ce poste

401(k) with employer match

Employee stock options

Generous paid time off

Résumé du poste

Climate First Bank is seeking a Digital Relationship Banker to promote consumer lending, deposits, and non-interest income through the Digital Channel. You will build relationships by onboarding digital clients, facilitating loans, and expanding deposits while delivering a high-touch, customer-centric experience.

You will participate in campaigns, training, and the rollout of new digital banking technology, collaborating with internal partners to expand offerings and improve user satisfaction.

Qualifications

• Excellent customer service with a client-first mindset.
• Experience promoting digital onboarding and onboarding workflows.
• Ability to write clear user stories and prioritize product backlogs.

Responsabilités

• Provide high-touch customer service to digital banking clients.
• Support solar lending and values-aligned products.
• Document requirements and help prioritize backlog with the development team.
• Assist with campaigns, training, and adoption of new digital banking tools.
• Promote the bank’s products and services to deepen relationships.

Connaissances

Customer service

Digital onboarding

Backlog prioritization

Documentation

Outils

Monday.com

Description du poste

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, 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.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.

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, and a national 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 the Climate First Bancorp Holding Company, we are proud to be powered by our subsidiary OneEthos, which operates at the intersection of fintech and traditional banking to accelerate access to inclusive, values-driven financial services. Regulated by the Federal Reserve Bank, it empowers Community Banks, Credit Unions, CDFIs, and Green Banks with ethical lending tools — especially in climate finance and solar lending.

Welcome to the Movement

You are joining a team of driven, mission-aligned individuals ready to make an impact. S har ing a passion for sustainability and the ability to thrive in a fast-paced environment , we are fueled by the objective to make finance a force for good.

We are problem solvers, goal-setters, go-getters, thought leaders and changemakers. We celebrate wins, tackle challenges head-on, and push the boundaries of what can be achieved when technology and finance seamlessly integrate. Relentlessly driven and fueled by purpose, we thrive in fast-paced environments where perseverance and passion turn ambitious goals into reality.

How you will thrive at Climate First Bank

At Climate First Bank, we’re not just building a better future for the planet — we’re also investing in yours. We offer an extensive, people-first benefits package that supports your health, finances, and work-life balance, including but not limited to:

• Medical, Dental and Vision Coverage —100% Paid by Us (employee coverage, employer contribution towards dependents)
• Company-paid life insurance, Disability Insurance and an Employee Assistance Program (EAP)with free counseling, legal, and financial services.
• 401(k) with 6% Employer Match— No vesting period
• Employee Stock Options and Grants
• Employee Only Mortgage Product— Access to exclusive below market interest rates and creative terms for eligible employees.
• 0% Financing for Employee Solar and eligible Electric and Hybrid Vehicles (EVs)
• Generous Paid Time Off—2–4 Weeks of vacation plus 64 Hours of paid Sick Time for eligible employees

What to expect as a Digital Relationship Banker

As a Digital Banker, you will be responsible for promoting the Bank’s consumer lending, deposit gathering and non-interest income initiatives for the Digital Branch. You represent the true voice of the client and be at the forefront of delivering a superior experience to our clients. Digital Relationship Bankers establish new relationships by building connections, initiating, and renewing loans, and acquiring deposits to establish a whole well-rounded relationship with the Bank. You will also participate in and assist management with any sales campaign, new digital banking technology roll out, internal training, support, and adoption.

What You’ll Contribute in This Role

Exceptional Customer Service

• Virtually interact with our client base daily to provide high-touch personalized customer service.
• Expertly facilitate digital client onboarding and support.
• Demonstrate deep understanding of our products and services and maintain ownership on customer inquiries, even when other internal resources are required for resolution.
• Exceed customer expectations by creatively leveraging bank’s existing portfolio of products and services.
• Provide full-service banking to digital clients with primary focus on increasing bank’s deposit and consumer lending base.
• Promote new banking opportunities that could be developed into high value strategic relationships.
• Work closely with internal business partners to expand products and services per customer to deepen customer relationships and increase customer retention.
• Assist with marketing strategies as they are related to introducing new products and services to prospective customers via the Digital Channel.
• Promote a favorable image of the Bank in all business activities within the community and social media.

Lending Support

• Assist with all aspects of the solar lending process and other values-aligned products delivered via the Digital Channel.

Reporting and Documentation

• Work with the development team to define detailed requirements, write user stories and help prioritize the backlog on Monday.com.
• Conduct user surveys and collaborate with designers and engineers to identify efficient/scalable customer-centric solutions that drive user satisfaction, conversion rates, and automation.
• Track the results of all campaigns and reports insights to stakeholders.
• Assist with documentation and capturing project approvals.

Champion Our Mission, Protect What Matters

• Embody a commitment to environmental, social, economic, and racial justice.
• Apply curiosity and interest in our core values and pursue education related to sustainability practices.
• Be willing to pursue and demonstrate an understanding of established Bank policies, procedures, and regulations.
• Ensure compliance with all banking laws, rules, regulations, and prescribed policies/ practices/ procedures necessary to reduce risk and uphold ethical standards related to and required by one’s duties.
• Recognize the importance of protecting the organization and our customers.
• Question suspicious activity and stay in close collaboration with our Compliance department to ensure proper investigation and processing of potentially fraudulent activity.
<