[Hiring] Director of Employee Ownership Finance @Climate First Bank

Role Description

The Director of Employee Ownership Finance is a senior commercial banking role responsible for originating and managing ESOP (Employee Stock Ownership Plan) and employee ownership lending relationships. This role mirrors traditional commercial banking with specialized ESOP expertise. You’ll serve as the primary client-facing lead for ESOP borrowers.

Qualifications

• Bachelor’s degree in finance, business, accounting, or a related field.
• 8+ years of commercial banking or corporate finance experience.
• Experience with ESOPs or complex middle-market lending structures.
• Proven ability to source, manage, and close complex transactions.

Requirements

• Prior ESOP lending or advisory experience.
• Familiarity with ESOP trustees, valuation firms, and ERISA counsel.
• Experience working remotely or in distributed teams.
• Success building national referral networks.
• Entrepreneurial self-starter mentality.
• Master communicator.
• Banking & fintech acumen.
• Tech-forward and analytical thinking.
• Commitment to being a team player.

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.
• 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.
• 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.
• Voluntary Life, Accident & Critical Illness Coverage.
• Employee Assistance Program (EAP) with free counseling, legal, and financial services.