Commercial Solutions Banker

Climate First Bank

Commercial Solutions Banker at Climate First Bank delivering high-touch digital banking experiences for commercial clients while supporting sustainability efforts.

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in commercial banking and treasury management, with a strong focus on client onboarding, digital banking solutions, and regulatory compliance. Proven ability to build client relationships and enhance the digital client experience through effective communication and support.

Highest-signal resume keywords

Commercial Banking ExperienceTreasury Management KnowledgeDigital Banking ProficiencyClient Relationship ManagementBilingual Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account OpeningDocumentation RequirementsDigital Treasury ServicesTroubleshooting Digital ToolsCash Management Monitoring

Soft Skills

Client EngagementProactive SupportProcess Improvement

Tools & Technologies

Digital Banking PlatformsOnline Banking Tools

Industry Keywords

Commercial AccountsBusiness BankingRegulatory ComplianceQuality ControlEnvironmental Justice

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

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