Climate First Bank

General

• Commercial Lender role within Climate First Bank’s Commercial Banking department
• Specific day-to-day responsibilities are not provided in the posting
• Climate First Bank provides personal and business banking services, including solar, residential, commercial, ESOP Banking, Structured Finance and SBA loans
• Work contributes to the bank’s sustainability-focused, ethical banking mission

Commercial Lender

Banker

• Serve as the primary contact for new commercial and business clients throughout account opening
• 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 with setup and management of digital treasury services
• Train clients on digital platforms and tools
• Partner with internal teams to ensure accurate and efficient service implementation
• Provide Tier 1 service and technical support for online and mobile banking platforms
• Troubleshoot digital banking tools
• Monitor and respond to support queues and shared inboxes
• Support call-handling performance and drive digital channel engagement
• Deliver proactive, concierge-level client support by responding to inquiries and resolving issues
• Build and maintain commercial client relationships to drive engagement and retention
• Identify opportunities to introduce additional banking solutions aligned with client needs
• Ensure onboarding and servicing activities comply with regulatory requirements and internal policies
• Monitor cash management activity for anomalies or risk indicators and escalate issues
• Maintain accurate records and documentation for audits and quality control
• Identify process improvements to enhance efficiency and the digital client experience
• Complete mandatory compliance and IT training and follow bank policies and regulations
• Question suspicious activity and collaborate with departments to help prevent fraud
• Support the bank’s environmental, social, economic, and racial justice mission

Commercial Solutions Banker

Assistant

• Manage the loan process from origination through closing
• Ensure documentation accuracy and completeness and resolve documentation exceptions
• Input financial information into the loan system and update financial statements
• Prepare files for portfolio review
• Maintain prospect lists and run reports tracking maturing lines and loans
• Monitor past-due accounts and ensure communication and follow-up
• Provide sales support and identify sales and cross-sell opportunities
• Coordinate presentation materials and assist with scheduling sales calls
• Handle daily routine tasks, ad-hoc requests and CRM management
• Keep the lender on track and ensure timely completion of requests and requirements
• Coordinate opening deposit and other banking services with branch and deposit operations partners
• Build internal relationships for quick turnaround times
• Serve as the primary resource for borrowers and respond to inquiries or issues
• Support the lender with administrative tasks, reporting and HR-related matters
• Commit to environmental, social, economic and racial justice
• Complete mandatory compliance and IT training and follow bank policies, procedures and regulations
• Question suspicious activity and collaborate to help prevent fraud

Commercial Lender

Commercial Solutions Banker

Commercial Lending Assistant