Digital Relationship Banker

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 national 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 the Climate First Bancorp Holding Company, we are proud to be powered by our subsidiary OneEthos, which operates at the intersection of fintech and traditional banking to accelerate access to inclusive, values-driven financial services. Regulated by the Federal Reserve Bank, it empowers Community Banks, Credit Unions, CDFIs, and Green Banks with ethical lending tools — especially in climate finance and solar lending. 

Welcome to the Movement 

You are joining a team of driven, mission-aligned individuals ready to make an impact. Sharing 
a passion for sustainability and the ability to thrive in a fast-paced environment, we are fueled by the objective to make finance a force for good. 

 
We are problem solvers, goal-setters, go-getters, thought leaders and changemakers. We celebrate wins, tackle challenges head-on, and push the boundaries of what can be achieved when technology and finance seamlessly integrate. Relentlessly driven and fueled by purpose, we thrive in fast-paced environments where perseverance and passion turn ambitious goals into reality. 

How you will thrive at Climate First Bank 

At Climate First Bank, we’re not just building a better future for the planet — we’re also investing in yours. We offer a comprehensive, people-first benefits package that supports your health, finances, and work-life balance, including but not limited to: 

• Medical, Dental and Vision Coverage — 100% Paid by Us (employee coverage, employer contribution towards dependents) 

• Company-paid life insurance, Disability Insurance and an Employee Assistance Program (EAP) with free counseling, legal, and financial services. 

• 401(k) with 6% Employer Match — No vesting period 

• Employee Stock Options and Grants  

• Employee Only Mortgage Product — Access to exclusive below market interest rates and creative terms for eligible employees. 

• 0% Financing for Employee Solar and eligible Electric and Hybrid Vehicles (EVs)  

• Generous Paid Time Off— 2–4 Weeks of vacation plus 64 Hours of paid Sick Time for eligible employees  

What to expect as a Digital Relationship Banker: 

As a Digital Banker, you will be responsible for promoting the Bank’s consumer lending, deposit gathering and non- interest income initiatives for the Digital Branch. You represent the true voice of the client and be at the forefront of delivering a superior experience to our clients. Digital Relationship Bankers establish new relationships by building connections, initiating, and renewing loans, and acquiring deposits to establish a whole well-rounded relationship with the Bank. You will also participate in and assist management with any sales campaign, new digital banking technology roll out, internal training, support, and adoption. 

What You’ll Contribute in This Role: 

Exceptional Customer Service 

• Virtually interact with our client base daily to provide high-touch personalized customer service. 

• Expertly facilitate digital client onboarding and support. 

• Demonstrate deep understanding of our products and services and maintain ownership on customer inquiries, even when other internal resources are required for resolution. 

• Exceed customer expectations by creatively leveraging bank’s existing portfolio of products and services. 

Growth & Innovation 

• Provide full-service banking to digital clients with primary focus on increasing bank’s deposit and consumer lending base. 

• Promote new banking opportunities that could be developed into high value strategic relationships. 

• Work closely with internal business partners to expand products and services per customer to deepen customer relationships and increase customer retention. 

• Assist with marketing strategies as they are related to introducing new products and services to prospective customers via the Digital Channel. 

• Promote a favorable image of the Bank in all business activities within the community and social media. 

Lending Support 

• Assist with all aspects of the solar lending process and other values-aligned products delivered via the Digital Channel. 

Reporting and Documentation 

• Work with the development team to define detailed requirements, write user stories and help prioritize the backlog on Monday.com. 

• Conduct user surveys and collaborate with designers and engineers to identify efficient/scalable customer-centric solutions that drive user satisfaction, conversion rates, and automation. 

• Track the results of all campaigns and reports insights to stakeholders. 

• Assist with documentation and capturing project approvals. 

 

Champion Our Mission, Protect What Matters 

• Embody a commitment to environmental, social, economic, 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.  

• Ensure compliance with all banking laws, rules, regulations, and prescribed policies/ practices/ procedures necessary to reduce risk and uphold ethical standards related to and required by one’s duties. 

• 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 You’ll Leverage in this Role: 

Education and Experience requirements 

• Progressive experience in a client centric, high-volume role, ideally in a remote environment 

•  Comprehensive knowledge of bank digital banking systems 

• Proven, consistent achievement of business growth goals and financial targets 

Entrepreneurial Self-Starter Mentality - You take charge of your work product and take pride in delivering consistently great and measurable results. You learn quickly, solve problems efficiently, and work well independently, under limited direction and supervision, exercising independent judgement, referencing available resources, and demonstrating a high level of accuracy and attention to detail. 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 and flexible under pressure. You organize yourself and your task list with ease, possess excellent multi-tasking skills and adapt well to changing routines. You’re a master note-taker and checklist fanatic and stay on top of things with ease, consistency and exceptional attention to detail. 

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 stakeholders at all levels of the organization. Additionally, you masterfully build relationships and develop business with strong influencing and decision-making skills. Above all, you exhibit tenacious focus on delivering  

Banking & Fintech Acumen- You are highly educated in financial products and services, applicable regulations and laws or willing to pursue education promptly. You also possess strong overall business acumen and an understanding of consultative sales. 

Tech-Forward and Analytical Thinking - You learn new tools quickly, are excited by innovation and leverage technology to optimize your work product.  

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. You’re dependable, communicate clearly and always happy to lend a hand where needed. You also possess a demonstrated ability to inspire team members to meet business objectives 

How We Work Together at Climate First Bank 

At Climate First Bank, we believe that how we work is just as important as what we do. Every team member is expected to deliver high-quality results on time—whether independently or in collaboration with others. You’ll be part of a collaborative, mission-driven team where professionalism, excellence, and high-performance are key to our collective success. 

You’ll also be expected to stay informed and compliant with all regulatory policies, including BSA, AML, CIP, and OFAC. These aren’t just checkboxes — they’re essential to maintaining the trust and integrity that define our bank. 

What to Expect in Your Work Environment: 

• 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.