Digital Banking Support Representative – Part-Time

Climate First Bank

Digital banking support representative helping U.S. clients access online banking at Climate First Bank, a sustainability-focused commercial bank.

Posted 8/11/2026part-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in providing Tier 1 technical support for online banking platforms, ensuring compliance with bank policies while achieving customer satisfaction and cross-sell conversion metrics. Possesses strong communication and organizational skills to effectively engage with clients and support business growth initiatives.

Highest-signal resume keywords

Tier 1 Technical SupportCustomer Service ExcellenceCross-Sell OpportunitiesFinancial Product KnowledgeCompliance Adherence

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

Technical SupportTroubleshootingCRM DocumentationDigital Onboarding VerificationBusiness Growth Achievement

Soft Skills

Professional CommunicationRelationship BuildingTime ManagementAttention to DetailIndependent Judgment

Industry Keywords

Client-CentricHigh-Volume RoleRemote EnvironmentFinancial RegulationsCommunity Engagement

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Progressive experience in a client-centric, high-volume role, ideally in a remote environment
Comprehensive experience in a client-centric, high-volume role, ideally in a remote environment
Proven, consistent achievement of business growth goals and financial targets
Ability to work independently under limited direction and exercise independent judgment
High level of accuracy and attention to detail
Strong organization, time-management, note-taking, and checklist-management skills
Confident, precise, professional communication and stakeholder engagement skills
Strong influencing, decision-making, relationship-building, and consultative sales skills
Knowledge of financial products, services, applicable regulations, and laws, or willingness to pursue education promptly
Overall business acumen and ability to learn new tools quickly
Commitment to environmental, social, economic, and racial justice
Dependability and ability to work as part of a larger team
Must be a non-smoker or affirm commitment to cessation within 90 days of offer acceptance
Must have valid U.S. work authorization; visa sponsorship is not offered
Ability to meet physical requirements including sustained standing and sitting, frequent communication and PC use, typing or sustained monitor attention, and occasional lifting up to 20 lbs.
Willingness to complete cognitive and personality assessments, credit and background checks, and reference checks

Benefits

Comp & perks

Annual bonus, incentives and equity may be available
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 and 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
Occasional U.S. travel for company events