Customer Service Representative
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AI Summary
We are changing FINANCE to finance CHANGE!
At Climate First Bank, we’re redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services—including solar, residential, commercial, ESOP Banking, Structured Finance and SBA loans—all designed to power a better future. We’re proud to be a Certified B Corporation, a member of 1% for the Planet, and part of the Global Alliance for Banking on Values (GABV), reflecting our deep commitment to sustainability, transparency, and ethical banking.
With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we’re proving that banking can be a force for good. We don’t just support environmental and social causes—we’re built on them.
Under our Holding Company, Climate First Bancorp, we are also powered by OneEthos. OneEthos operates at the intersection of fintech and traditional banking to expand access to inclusive, values-driven financial services. Regulated by the Federal Reserve Bank, it equips Community Banks, Credit Unions, CDFIs, and Green Banks with ethical lending tools—especially in climate finance and solar lending.
Join the Movement
We’re seeking driven, mission-aligned individuals ready to make an impact. If you’re passionate about sustainability, thrive in a fast-paced, results driven environment, and want to be part of something bigger, you will feel right at home.
Our team is one of goal-setters, go-getters, problem solvers, thought leaders, and changemakers. We celebrate wins, tackle challenges head-on, and push boundaries. Fueled by purpose, we thrive where perseverance and passion turn ambitious goals into reality.
Thrive at Climate First Bank
At Climate First Bank, we’re investing in your future. We offer a comprehensive, people-first benefits package that supports your health, finances, and work-life balance.
Compensation — In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. Actual compensation is based on industry salary ranges, internal salary structures, experience, skills and other job-related factors.
Health Coverage — 100% employer-paid for employees; employer contribution for dependents by Us
- Medical, Dental & Vision Insurance
- Health Savings Account (HSA)
- Free Telemedicine access via Teladoc
Financial Wellness & Wealth Building
- 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.
Protection & Peace of Mind
- 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.
Now Hiring: Customer Service Representative
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.
What You’ll Contribute:
You ARE Climate First Bank
- Embody our mission and business principles and keep your customers coming back for more.
- Expertly answer customer questions, liaising with other teams/departments, if necessary, while owning the external communication to the customer.
- Leverage your exceptional knowledge of our products and services to consult callers, make product recommendations or refer them to the appropriate resources within the Bank.
Exceptional Service
- 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.
- Make all callers feel welcome and well taken care of with your professional, customer-obsessed and efficient demeanor.
- Keep call times to a minimum while providing incredible service to our customers by utilizing your outstanding efficiency and deep knowledge of the Bank, our services and organizational structure.
- Monitor the main info email inbox and respond to all inquiries timely and professionally.
- Prevent call backlogs at all costs; avoid calls going to voicemails and return all voicemails before end of day.
Champion Our Mission, Protect What Matters
- Embody a commitment to social, economic, environmental, and racial justice.
- Apply curiosity and interest in our core values and pursue education related to sustainability practices.
- Be willing to pursue and demonstrate an understanding of established Bank policies, procedures, and regulations.
- Recognize the importance of protecting the organization and our customers.
- Question suspicious activity and stay in close collaboration with our Compliance department to ensure proper investigation and processing of potentially fraudulent activity.
- Stay informed on legal context and regulatory requirements and prioritize completing all web-based compliance and IT training.
What makes a stand-out candidate:
Experience & Education
- Prior experience in customer service or sales. Banking experience preferred. Retail or sales environment acceptable.
- Strong sales instincts and knowledge of consultative sales techniques.
Service Obsession - You’re a natural at making people feel heard, valued, and supported. You thrive on delivering exceptional service. Our customers are your top priority, and you take pride in the white glove support you provide for them.
Entrepreneurial Self-Starter - You take charge of your work product and take pride in delivering consistently great and measurable results. You solve problems efficiently, seek operational efficiencies and are a customer-centric thinker with a strong focus on providing white-glove service and providing resourceful solutions. A high-pace and high-expectation environment excites you and you can’t wait to push yourself to new professional heights in a company that rewards high performance.
Organization & Efficiency- You manage your time like a pro, stay focused under pressure, and keep your workflow humming. You love putting your head down and getting into the groove but also appreciate changing routines. You’re a master note-taker and checklist fanatic and consider “dropped balls” a four-letter word.
Master Communicator- Whether it’s in-person, on camera, phone, or chat — you communicate with confidence, precision, and professionalism. You listen deeply and respond thoughtfully and are able to engage efficiently and tactfully with customers. Additionally, you masterfully build relationships and develop business with strong influencing and decision-making skills.
Banking & Fintech Acumen - You are highly educated in financial products and services, applicable regulations and laws. You relentlessly seek and expand your understanding of our products and services and never miss an opportunity to speak eloquently about the Bank.
Tech-Forward and Analytical Thinking - You learn new tools quickly, are excited by innovation 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. You know what it takes to operate as a part of a larger team and cherish opportunities to contribute to the big picture.
The Work Environment:
- Remote role within the United States; Eastern Standard Hours.
- Occasional U.S. travel for company events.
- Tobacco-Free employer. All employees must affirm to be non-smokers or affirm commitment to cessation within 90-days of offer acceptance.
- Sustained standing and sitting, frequent communication (speaking and listening) and use of PC, including typing or sustained attention to monitor, occasional lifting up to 20 lbs.
Equal Opportunity Statement:
At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans
E-Verify Statement: This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9
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