[Hiring] Commercial Solutions Banker @Climate First Bank

Role Description

We’re seeking a Commercial Solutions Banker to deliver a seamless, high-touch digital banking experience for our commercial clients while advancing our mission of a more inclusive and regenerative economy. You’ll guide clients through a smooth and confident client experience by supporting with everyday digital banking needs, serving as a trusted resource from day one. Collaborating across teams, you’ll manage communications, support client interactions, and contribute to growth in commercial deposits and treasury services.

What You’ll Contribute:

• Client Onboarding & Account Opening:
  • 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.
• Cash Management & Treasury Service 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.
• Digital Banking Support:
  • 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.
  • Support call handling performance and drive digital channel engagement.
• Relationship Management & Servicing:
  • 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.
• Operational Excellence & Risk Management:
  • 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.
• Champion Our Mission, Protect What Matters:
  • 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.

Qualifications

• 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.

Requirements

• Entrepreneurial Self-Starter - You take charge of your work product and take pride in delivering consistently great and measurable results.
• Organization & Efficiency - You manage your time like a pro and stay focused under pressure.
• Master Communicator - You communicate with confidence, precision, and professionalism.
• Banking & Fintech Acumen - You are highly educated in financial products and services along with applicable regulations and laws.
• Tech-Forward and Analytical Thinking - You learn new tools quickly and leverage technology to create efficiencies.
• Commitment to Being a Team Player - You lift others up, share ideas, and bring positive energy to everything you do.

Benefits

• Compensation: In addition to the base salary, this position may be eligible for an annual bonus, incentives, and equity.
• Health Coverage: 100% employer-paid 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.