Climate First Bank

Recruitment

• Request required candidate documentation promptly and accurately
• Administer candidate assessments and compile results for review
• Send candidate notices and help candidates move efficiently through the recruiting process
• Support proactive communication between HR, candidates, and internal stakeholders
• Prepare status update reports, interview preparation documentation, and candidate communications
• Keep department leadership informed and respond to information and update requests
• Maintain organized filing and tracking systems for recruiting activity
• Ensure candidate files are complete, accurate, properly labeled, and up to date
• Log and track recruiting efforts for accurate and timely reporting
• Support job posting management, high-level resume pre-screening, research, auditing, and special projects
• Cross-train on other HR functions and provide backup support for onboarding and critical HR processes
• Provide administrative, recruiting, and reporting support across Climate First Bank, OneEthos, and future holding-company companies
• Practice commitment to social, economic, environmental, and racial justice
• Pursue sustainability-related education and apply curiosity to the bank’s core values
• Stay informed on policies, procedures, compliance requirements, and web-based compliance and IT training
• Question suspicious activity and collaborate with departments to help prevent fraud

Recruiting Coordinator

Loan Processor

• Move SBA loans through application submission, approval, processing and closing
• Serve as primary liaison between the BDO, Underwriter, borrower and SBA for collateral review and loan documentation
• Manage loan application pipelines and coordinate with the Lender Service Provider and Loan Operations for timely closings and funding
• Facilitate loan closings, manage due diligence, follow up and communicate proactively with stakeholders
• Stay current on SBA SOP changes and review loans for SBA eligibility
• Ensure loan files meet SBA and bank standards and are entered into ETRAN for approval
• Build relationships with borrowers and internal stakeholders and address questions, concerns and issues promptly
• Complete compliance and IT training and follow bank policies, procedures and regulations
• Question suspicious activity and collaborate to help prevent fraud

SBA Loan Processor, Closer

Customer Support

• Respond to Tier 1 inbound calls and emails about online banking access, login assistance, digital application issues, and general account inquiries
• Provide Tier 1 technical support and basic troubleshooting for mobile and online banking platforms
• Deliver timely, solution-oriented customer service across inbound and outbound interactions
• Identify cross-sell opportunities and conduct outbound calls to support deposit growth and non-interest income
• Assist with overflow requests to open new consumer deposit accounts and establish customer profiles
• Support marketing campaigns and digital banking initiatives to drive adoption and customer engagement
• Maintain accurate documentation of customer interactions and call records in the CRM system
• Verify submitted information during digital onboarding for compliance with bank policies and guidelines
• Monitor and achieve First Call Resolution, Customer Satisfaction, and Cross-Sell Conversion Rate metrics
• Promote the Bank’s mission and values through community engagement and clean-energy advocacy
• Complete mandatory compliance and IT training and follow bank policies, procedures, and regulations
• Question suspicious activity and collaborate with departments to help prevent fraud

Digital Banking Support Representative – Part-Time

Financial Planning and Analysis

• Develop, maintain, and enhance financial models for budgeting, forecasting, and long-range planning.
• Prepare monthly, quarterly, and annual financial reports analyzing variances, trends, and key performance indicators (KPIs).
• Support budgeting and forecasting processes by gathering data, coordinating with business units, and ensuring accuracy and timeliness.
• Conduct ad hoc financial analyses to support strategic initiatives, capital allocation, and cost management projects.
• Monitor and report on the bank’s financial performance against targets, proactively identifying areas for improvement.
• Assist with regulatory reporting and ensure compliance with internal controls and policies.
• Collaborate with department heads to understand business drivers, risks, and opportunities, providing financial guidance as needed.
• Participate in the development and implementation of financial systems and process improvements.

Financial Planning & Analysis Specialist

• Serve as the primary point of contact for solar installers, delivering empathetic, responsive support across OneEthos and Bodhi platforms
• Build trusted relationships through consistent, human-centered interactions
• Ensure installers feel heard, supported, and confident in every engagement
• Welcome and onboard new installers into the network
• Train sales representatives, owners, and admins on systems and operational processes
• Enable installers to confidently navigate tools and workflows from day one
• Assist installers with loan applications to ensure a seamless pipeline from submission to completion
• Take full ownership of installer issues and follow through to resolution
• Maintain clear communication and accountability throughout the support lifecycle
• Monitor installer engagement and performance signals to identify risks
• Proactively reach out to address concerns before escalation
• Support long-term installer success and retention through early intervention
• Develop deep knowledge of OneEthos and Bodhi products
• Share installer insights and feedback to inform product improvements and innovation
• Identify referral opportunities and collaborate across teams within the organization
• 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

Installer Support Specialist

Director

• Originate ESOP and employee ownership lending and deposit opportunities, including buyouts, refinancings, recapitalizations, and growth financings
• Build referral relationships with ESOP advisors, attorneys, trustees, valuation firms, investment bankers, and other industry partners
• Develop a national ESOP pipeline through networking, thought leadership, and industry involvement
• Represent the bank at ESOP conferences, events, and educational forums
• Be the primary relationship manager for ESOP clients and trusted advisor to owners and employee-owned companies
• Lead discussions related to transaction structure, capital needs, timing, and bank requirements
• Coordinate onboarding, documentation, and closing with internal partners
• Maintain long-term client relationships post close with high service standards
• Lead deal structuring with clients, ESOP advisors, and internal credit teams
• Act as liaison between clients and underwriting, credit, legal, and loan operations
• Maintain accountability for relationship health, satisfaction, and credit compliance
• Partner on reviews, amendments, and ongoing monitoring
• Identify risks or growth opportunities and escalate as needed
• Support development of the bank’s ESOP lending strategy and go-to-market approach
• Educate internal teams on ESOP structures, market dynamics, and client needs
• Contribute to best practices and scalable growth processes
• Embody a commitment to environmental, social, economic, and racial justice
• Pursue education related to sustainability practices
• Understand and follow Bank policies, procedures, and regulations
• Protect the organization and its customers by identifying and escalating suspicious or fraudulent activity

Director of ESOP Lending

• Be the primary administrator and SME for Jack Henry SilerLake, Bannor, related Jack Henry applications and integrated solutions, Finastra’s DecisionPro and MortgageBot.
• Manage the implementation of Jack Henry’s Enterprise Workflow Solutions.
• Maintain core parameters, product setups, system configurations, business rules, and operational settings.
• Manage user security, access administration, and related system controls in coordination with IT.
• Coordinate Silverlake releases, upgrades, patches, testing, and implementation activities.
• Maintain documentation of system configurations, procedures, changes, testing, and recurring administrative activities.
• Own loan and deposit product creation and development through system configuration, testing, and deployment.
• Collaborate with Marketing to ensure customer experience objectives can be supported within the Bank’s core systems.
• Lead core system data conversions and validations.
• Ensure system administration practices comply with Bank policies, internal controls, and regulatory requirements.
• Support audit requests, examinations, compliance reviews, and operational control testing.

Director of Core Systems

Operations

• Lead day-to-day operations for all deposit operations functions, including but not limited to: Deposit account onboarding and maintenance, wires, debit card operations, ACH, Check processing and returns, and online banking.
• Lead the Treasury Management team and maintain responsibility for commercial treasury management operations.
• Plan operational improvements, resolve operational problems, and take corrective action to ensure effective operations. Determine staffing requirements; oversight of selection, development, and management of staff; direct training and development of staff to ensure operational depth and maximize use of strengths and abilities. Assist in the development of the department budget, monitor expenditures, and explain variances.
• Develop and maintain all department policies and procedures. Ensure compliance with department procedures and control standards, adjusting existing and/or implementing additional controls as needed.
• Coordinate department preparation and short/long-term responses to internal and external audits and exams.
• Manage Treasury Management and Deposit Operations responsibilities related to conversions, project plans, product enhancements and implementations, process integration with other departments, and Treasury Management and Deposit Operation’s disaster recovery plan(s).
• Coordinate with other departments on the implementation of new products and services. Remain knowledgeable of banking industry trends or issues in order to assist in the assessment of needs and opportunities for service enhancements or new products.

Director, Deposit Operations – Treasury Management

• Process residential clean energy loan applications in line with internal policies and regulatory standards.
• Review applications for completeness and program compliance.
• Collect, verify, and organize supporting documentation (e.g., pay stubs, utility bills, contracts, IDs).
• Ensure adherence to bank lending policies, program guidelines, and regulatory requirements.
• Route completed loan files to Document Preparation and Underwriting teams.
• Manage the Clean Energy Lending inbox to ensure timely responses.
• Provide exceptional customer service through informed, timely, solution-oriented interactions (inbound and outbound).
• Identify cross-sell opportunities and conduct outbound sales calls to drive revenue growth.
• Support sales campaigns, digital banking initiatives, and training/adoption efforts.
• Promote the bank’s mission through community engagement and advocacy for clean energy financing.
• 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.

Digital Loan Processor

• Handle incoming calls to the main phone line with urgency and exceptional customer service.
• Manage customer inquiries via phone and email.
• Provide meaningful support to branches and ensure compliance and accuracy.
• Promote Climate First Bank’s suite of products and services while maintaining a customer-first mindset.

Customer Service Representative

General

• Lead the design, implementation, and optimization of enterprise-wide workflows on the Jack Henry Silverlake Core System
• Collaborate with business units to map current processes, identify inefficiencies, and implement scalable automation solutions
• Serve as the subject matter expert on workflow best practices and governance
• Develop documentation and training materials for all automated processes including flow diagrams, SOPs, and risk assessments
• Partner with the Core Banking Systems Administrator on managing core changes
• Translate business requirements into technical specifications for workflow automation within the Jack Henry & Associates ecosystem
• Work closely with IT, Operations, Compliance, and other departments to ensure workflows meet regulatory and business requirements
• Adopt a commitment to environmental, social, economic, and racial justice

Core Systems Workflow Specialist

Banker

• 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
• 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
• 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
• 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
• 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
• Adopt a commitment to environmental, social, economic, and racial justice

Commercial Solutions Banker

Attorney

• Provide strategic legal counsel
• Advise executive leadership and business units on a wide range of legal matters, delivering practical, business-oriented guidance
• Translate complex laws and regulations into clear recommendations that support decision-making and organizational growth
• Partner on strategic initiatives, new products, and operational changes to ensure legal soundness and regulatory alignment
• Manage collection litigation from initial strategy through judgment execution, ensuring efficient and effective recoveries
• Evaluate enforcement options and collaborate with credit and risk teams to optimize outcomes
• Drive consistency and discipline in collections processes while minimizing legal exposure
• Serve as lead litigation counsel in Florida, handling pleadings, discovery, motions, and court appearances
• Direct multi-state litigation by managing outside counsel, budgets, and case strategy
• Represent the Bank in negotiations, mediations, and settlements while proactively identifying and mitigating dispute risks
• Draft, review, and negotiate commercial loan and real estate financing documents
• Conduct legal due diligence and identify risks related to collateral, title, and transaction structure
• Work closely with lenders and business stakeholders to ensure transactions are compliant and aligned with business objectives
• Prepare and review a variety of agreements, including vendor, partnership, and confidentiality agreements
• Ensure contracts appropriately mitigate risk and comply with legal and regulatory standards
• Support improved contract processes, consistency, and risk awareness across the organization
• Advise on potential disputes, regulatory developments, and operational risks before they escalate
• Partner with compliance and risk functions to strengthen policies, controls, and governance practices
• Provide balanced recommendations that align risk management with business priorities
• Work closely with teams across lending, operations, compliance, and leadership to address legal issues early
• Contribute to business initiatives by offering solutions that balance legal considerations with practical outcomes
• Build strong relationships and serve as a trusted legal partner throughout the organization
• Assist in maintaining sound corporate governance and adherence to applicable regulations
• Contribute to policy development and updates to reflect evolving legal requirements
• Provide training and guidance to employees to strengthen understanding of legal risk and compliance expectations
• 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.

Commercial Lending Attorney – SVP

Analyst

• Analyze personal and business financials for potential and existing loan customers.
• Evaluate financial documents, reports, causalities, and scenarios with strong logic, context, and attention to detail.
• Apply sound mathematical, analytical, and big-picture thinking to support lending recommendations.
• Create comprehensive loan approval packages that clearly summarize credit analysis and recommendations.
• Identify policy exceptions and ensure documentation is accurate, complete, and organized.
• Present recommendations to senior management and credit committees with clarity and professionalism.
• Perform required monitoring of existing loan portfolio performance.
• Assist in the due diligence process for audits and exams.
• Handle customer, employee, and management interactions effectively and tactfully.
• Maintain various loan-related databases with accuracy and consistency.
• Use Microsoft Excel and Power BI to create, update, and analyze loan reports.
• Complete assignments with limited oversight while exercising sound judgment on when to ask questions or escalate.
• 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.