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Commercial Solutions Banker
Climate First Bank. Serve as the primary contact for new commercial and business clients throughout account opening .
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 3–5 years of 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
- Highly educated in financial products and services and applicable regulations and laws within commercial or business banking
- Proficiency in ACH and wire transfer processes, Positive Pay, Remote Deposit Capture (RDC), and sweep account setup
- Ability to learn new tools quickly and leverage technology to create efficiencies
- Valid U.S. work authorization; the employer does not offer visa sponsorship
- Must affirm being a non-smoker or commit to cessation within 90 days of offer acceptance
- Completion of cognitive and personality assessments, full education and work history, three conversation stages, credit and background checks, and reference checks as part of the hiring process
Benefits
Comp & perks- Annual bonus, incentives and equity may be available
- 100% employer-paid medical, dental and vision coverage for employees; employer contribution for dependents
- Health Savings Account (HSA)
- Free Teladoc telemedicine access
- 401(k) with 6% employer match and 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
- Referral incentives
- 2–4 weeks of vacation based on officer level plus additional tenure-based time
- 64 hours of paid sick time for full-time employees
- Company-paid life insurance
- Short- and long-term disability insurance
- Voluntary life, accident and critical illness coverage
- Employee Assistance Program with free counseling, legal and financial services