All Climate First Employees must be willing to embrace the vision of an inclusive, equitable, and regenerative economic system. A Commercial Lender is r esponsible for meeting and exceeding budgeted deposit, fee income, and commercial lending goals. Provide superior professional quality customer service to new and established Climate First Bank customers, including cross

Obtain and maintain a thorough understanding of the financial reporting and general ledger structure of Climate First Bank; Assist the CFO with directing the Bank's accounting functions to include establishing and maintaining its accounting principles and practices; Prepared and maintain the operating budget for the organization; Monitor accounts payable to ensure that in

Manage ALM and capital stress testing modeling initiatives including interest rate risk, liquidity risk, and balance sheet optimization. Direct and organize participation in preparation of the annual operating budget. Maintain budget information in accounting system. Review budget variances and reports results to management. Review and analyze "what if" scenarios for stra

Daily Financial Overview Report. Daily Balancing of correspondent accounts and key general ledger accounts. Daily Journal Entries. Daily Cash Position to help in determining borrowing needs. Review/Approve international wires. Assist Deposit Operations with domestic wires when needed. Distribution of monthly Management Reports. Monthly reconciliation of all balance sheet

Identify new loan opportunities through business development efforts. Responsible for establishing, growing, and managing our attorney and law firm banking portfolio to include both deposit and lending relationships across our markets. Achieve sales meetings and sales call goals and document in Salesforce. Cross sell all applicable financial products, seeking to develop a

Utilize industry knowledge and expertise to recommend mortgage products to clients. Implement strategies that not only result in high profits but also achieve all the relevant sustainability goals including Community Reinvestment Act and multi cultural lending goals. Operate by positively influencing revenue growth, expense adherence and efficiencies. Identify, develop, a

Press Releases Identify and spotlight newsworthy stories and opportunities for media coverage. Identify industry trends to leverage for PR purposes. Assume primary responsibility for fact checking and securing appropriate reviews and approvals for content to ensure accuracy, completeness, and relevance. Influencer and Partnership Relationships Source influencers to build

Conduct regular compliance assessments and quality control reviews to test and monitor compliance with laws and regulations. Centrally track compliance related policies and procedures and provide timely reviews. Interpret existing and emerging regulations and makes procedural recommendations that bring improvement to operations, risk, and compliance functions. Use interna

Ensure thorough understanding of all products and services offered by Climate First Bank; Consistently exceed customer expectations and build rapport with existing and new customers; Open and process accounts, perform account maintenance; Accept and process deposits, withdrawals, transfers, check cashing, loan payments; ensure proper customer identification and Bank Secre

Source, cultivate and manage client relationships with metrics to include loan growth, deposit growth, and non interest income. Network in target market communities to build relationships and promote Climate First Bank and its upcoming physical presence in the market. Partner with lenders in other markets on sales calls to prospective customers. Support branch opening eff

Processing Oversee and manage the processing team during packaging and closing of SBA loans in compliance with SBA and bank guidelines. Portfolio Management Manage SBA Portfolio Management during annual review process, including site visits and financial reviews. Compliance Manage SBA Compliance during post closing and compliance reviews in accordance with the applicable

Develop and structure loan opportunities for Small Business Administration (SBA) eligible small and medium sized businesses. Review customer financials and manage according to SBA guidelines. Structure SBA loan proposals, complete initial underwriting, and prepare credit package in compliance with all applicable regulations and SBA Standard Operating Procedure guidelines.

We are changing FINANCE to finance CHANGE! Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, c

Troubleshoot, diagnose, and resolve hardware, software, and other equipment problems. Provide basic technical support for desktop, laptop, server and networking issues. Ensure all issues are resolved promptly and support tickets are resolved quickly with minimal downtime for internal customers. Assist with the technical onboarding and training of new employees. Specific R

Primary support for Business internet banking, ACH originators, Merchant Capture (RDC) originators, Wire originators, BillPay clients, Check Positive Pay clients, ACH Positive Pay clients, and originated transactions. Secondary support for reviewing and authorizing wires. Assist with creating and updating procedures, welcome packets, and TM forms to improve efficiencies a