Customer Service Representative

Climate First Bank

Customer Service Representative responsible for managing customer inquiries via phone and email. Providing exceptional support for Climate First Bank's products and services.

Posted 7/27/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service and sales skills, with a focus on compliance and sustainability practices. Possesses knowledge of banking policies and the ability to engage with customers effectively while promoting products and services.

Highest-signal resume keywords

Customer Service ExperienceSales TechniquesBanking KnowledgeCompliance CollaborationSustainability Practices

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Consultative Sales TechniquesBank Policies UnderstandingRegulatory Compliance Knowledge

Soft Skills

UrgencyCustomer-First MindsetCuriosity

Industry Keywords

Customer InquiriesSuspicious Activity QuestioningSocial Justice CommitmentEnvironmental Justice CommitmentEconomic Justice CommitmentRacial Justice Commitment

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Prior experience in customer service or sales; banking experience preferred.
Strong sales instincts and knowledge of consultative sales techniques.
Commitment to social, economic, environmental, and racial justice.
Curiosity and interest in core values and sustainability practices.
Understanding of established Bank policies, procedures, and regulations.
Ability to question suspicious activity and collaborate with Compliance department.

Benefits

Comp & perks

100% employer-paid health coverage for employees; employer contribution for dependents.
Medical, Dental & Vision Insurance.
Health Savings Account (HSA).
Free Telemedicine access via Teladoc.
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.
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.
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.