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Climate First Bank

Commercial Solutions Banker

RemoteUnited States only· UTC-5…UTC-5
Published
Role
Finance
Experience
Mid
Employment
Full-time
Salary not disclosed
Check eligibility

Open to US only · UTC-5…UTC-5. Set where you work from to check your eligibility.

No BS summary

Commercial banker with 3-5 years of experience in commercial/business banking or treasury management. Must understand commercial account structures and treasury services. Bilingual proficiency preferred. Experience in digital-first/remote banking is a plus. Must be a self-starter, organized, and a strong communicator.

Core skills

commercial bankingtreasury managementdigital banking

Required skills

ACHwire transfer processesPositive PayRemote Deposit Capture (RDC)sweep account setup

Optional skills

Bilingual proficiencydigital-first or remote banking environment

Required languages

English

What you'll do

  • Deliver a seamless, high-touch digital banking experience for our commercial clients while advancing our mission of a more inclusive and regenerative economy.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Advise opportunities to introduce additional banking solutions aligned with client needs.
  • 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.
  • 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.

What they require

  • 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.
  • 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 an individual with the proven ability to deliver a high-touch, client-focused experience.
  • 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 and stay focused under pressure.
  • You love a good system but also adapt to changing routines.
  • You’re a master note-taker and checklist fanatic and stay on top of things with ease and consistency.
  • Master Communicator- You communicate with confidence, precision, and professionalism.
  • You listen deeply and respond thoughtfully and are able to engage efficiently and tactfully with internal and external stakeholders.
  • Banking & Fintech Acumen - You are highly educated in financial products and services along with applicable regulations and laws within commercial or business banking.
  • You are proficient in ACH and wire transfer processes, Positive Pay, Remote Deposit Capture (RDC), and sweep account setup.
  • 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 how to operate as a part of a larger team and love contributing to the big picture.
  • You’re dependable and always happy to lend a hand where needed.
  • Remote role within the United States; Eastern Standard Hours.
  • Occasional U.S. travel for company events or leadership sessions.
  • 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.
  • Our process follows the Topgrading Methodology — we hire A-Players through a structured, transparent process that includes:
  • Cognitive and personality assessments
  • An application form spanning your full education and work history
  • 3 conversation stages with key team members- get to know us!
  • Credit and background checks conducted before the final interview
  • Final Step: Connect us with former mentors and managers of our choice for reference chats.
  • We do not offer visa sponsorship and will not pursue candidates without valid work authorization.

Benefits

  • 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 by Us
  • 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.

bank that is part of Net-Zero Banking Alliance

🇺🇸 United StatesBankingMid-sizeclimatefirstbank.com/

Details

Visa sponsorshipNo
Salary not disclosed