[Hiring] Customer Service Representative @Climate First Bank

Role Description

We’re seeking a Customer Service Representative to join our Customer Service team. You’ll be one of our front faces of the Bank and the first line of defense for callers and incoming email requests from customers. Handling all incoming calls to the main phone line with resourcefulness, urgency and most importantly exceptional customer service will provide meaningful support to our branches and will serve as an extension of our in-branch services. You’ll be empowered to promote Climate First Bank’s full suite of products and services, while ensuring compliance, accuracy, and a customer-first mindset in every interaction.

Qualifications

• Prior experience in customer service or sales; banking experience preferred.
• Strong sales instincts and knowledge of consultative sales techniques.
• Exceptional service obsession; natural at making people feel heard, valued, and supported.
• Entrepreneurial self-starter; takes charge of work product and delivers great results.
• Strong organization and efficiency skills; manages time effectively and stays focused under pressure.
• Master communicator; engages efficiently and tactfully with customers.
• Banking and fintech acumen; educated in financial products and services.
• Tech-forward and analytical thinker; learns new tools quickly and leverages technology for efficiencies.
• Commitment to being a team player; shares ideas and brings positive energy.

Requirements

• Efficiently and expertly answer all incoming phone calls through our main phone number.
• Handle account maintenance requests, answer product or rate questions, and resolve simple troubleshooting requests.
• Monitor the main info email inbox and respond to all inquiries timely and professionally.
• Prevent call backlogs; avoid calls going to voicemails and return all voicemails before end of day.
• Embody a commitment to social, economic, environmental, and racial justice.
• Stay informed on legal context and regulatory requirements; complete all web-based compliance and IT training.

Benefits

• 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.
• Generous Paid Time Off: 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.
• Employee Assistance Program (EAP) with free counseling, legal, and financial services.