Digital Lending Support Representative

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, and SBA loans—all designed to power a better future.

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.

Join the Movement

We're looking for driven, mission-aligned individuals ready to make an impact. Our team is made up of goal-setters, go-getters, and changemakers. We celebrate wins, tackle challenges head-on, and push the boundaries of what banking can do.  

If you're passionate about sustainability, fueled by purpose and excellence and thrive in a fast-paced and results-driven environment, this is your place.

Now Hiring: Digital Lending Support Representative

We're looking for a Digital Lending Support Representative that key contributor to the success of the Bank's clean energy lending and digital banking initiatives. This role provides Tier 1 support to customers navigating loan applications and digital banking platforms, ensuring a smooth onboarding experience and timely resolution of inquiries. With a strong focus on customer care, digital fluency, and operational accuracy, the DLSR assists in verifying loan documentation, supports account creation, and identifies cross-sell opportunities to drive deposit growth. Through proactive engagement, collaboration across departments, and commitment to service excellence, the DLSR helps advance the Bank's mission of building a regenerative and inclusive financial system.

This is more than a job — it's your opportunity to make a difference

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 compensation and 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. To determine the specific salary offered for this role, we consider industry salary ranges, existing salary structures for this job family, background, skill and experience. The total compensation package will be determined based on factors such as position level, experience and other job-related factors.

Health Coverage — 100% Paid by Us (employee coverage, employer contribution towards dependents); includes medical, dental, vision and Telemedicine.

Financial Wellness & Wealth Building — we invest in your future with our 401(k) with a 6% Employer Match and no Vesting Period and Employee Stock Options.

Exclusive Employee Banking Perks —  take advantage of our employee only products like our interest-earning checking account, 0% Financing for Employee Solar Loans and Eligible Electric Vehicles (EVs) or our Employee Mortgage Product.

Generous Paid Time Off — rest, recharge and do good with a minimum of 2 weeks paid vacation plus sick time, paid holidays and paid time off for volunteering.

Protection & Peace of Mind — we help you prepare for whatever life throws at you with our company paid Life Insurance, Short- & Long-Term Disability Insurance, Voluntary Life, Accident & Critical Illness Coverage and our Employee Assistance Program (EAP) with free counseling, legal, and financial services.

What You'll be driving as a Digital Lending Support Representative

• Customer Support & Inquiry Resolution Respond to Tier 1 inbound calls and emails, assisting clients with clean energy loan applications, online banking access, and general account services to ensure a smooth and informed customer experience.
• Technical Assistance & Troubleshooting Provide first-level technical support for the clean energy loan portal and digital banking platforms, helping customers navigate systems and resolve basic functionality issues.
• Loan Application Review & Documentation Conduct initial reviews of loan applications for completeness and compliance, verify required documents, and prepare files for processing teams in alignment with bank policies and clean energy program guidelines.
• Client Onboarding & Profile Creation Support overflow tasks related to creating new customer profiles and assist with digital onboarding processes to facilitate seamless entry into the Bank's services.
• Sales Support & Cross-Selling Identify opportunities to promote deposit products and services, conduct outbound calls, and contribute to deposit and non-interest income growth through proactive engagement.
• CRM Documentation & Performance Monitoring Maintain accurate records of customer interactions in the CRM system and monitor key performance metrics such as First Call Resolution, Customer Satisfaction, and Cross-Sell Conversion rates.

What You'll Leverage in this Role

• Customer Service- True servant mindset and dedication to customer satisfaction. Practices genuine care for the support and care of the customer. Tenacious focus on the delivery of an exceptional client experience.
• Communication- Excellent communication skills, both verbal and in writing. Ability to compose concise and professional correspondence. Comfortable interacting with customers on camera, phone, and chat. Possess effective listening skills.
• Technology and Troubleshooting – Ability to quickly learn and support banking and loan platforms. Basic understanding of online banking tools and digital applications.
• Sales and Cross-Selling – Willingness to promote relevant banking products, identify client needs, and contribute to business growth.
• Efficiency and Organization- A well organized, resourceful self-starter with superior attention to detail and the ability to prioritize and thrive in high volume situations. Excellent time management and self-sufficient organization of one's tasks and workflow.
• Work Environment- Desire, curiosity and ability to work at a high pace, high growth, high pressure environment with limited direction and supervision that requires high accountability for one's work product and excellent independent judgement.
• Team Collaboration – Ability to work independently and collaboratively with multiple departments to resolve customer issues and improve the client experience.

What to expect from your physical environment:

• Remote/ In-Person role.
• Sustained standing and sitting.
• Frequent communication (speaking and listening) in person, via email, text, phone or video chat.
• Frequent use of PC, including typing or sustained attention to monitor.
• Occasional lifting of basic office files or equipment up to 20 lbs.