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[Remote] Digital Banking Support Representative (Part-Time)
Note: The job is a remote job and is open to candidates in USA. Climate First Bank is a Florida Benefit Corporation and FDIC-insured commercial bank focused on sustainable, ethical, and values-driven financial services. The Digital Banking Support Representative will provide Tier 1 support for digital banking customers, troubleshoot access issues, assist with onboarding and account openings, and manage inbound and outbound communications. The role also supports deposit growth, compliance, digital adoption, and customer satisfaction goals.
Responsibilities
- Respond to Tier 1 inbound calls and emails for online banking access, login assistance, digital application issues, and general account inquiries
- Provide Tier 1 technical support and basic troubleshooting for mobile and online banking platforms
- Deliver timely, solution-oriented customer service across inbound and outbound interactions to ensure a seamless digital experience
- Identify cross-sell opportunities and conduct outbound calls to support deposit growth and non-interest income
- Assist with overflow requests to open new consumer deposit accounts and establish customer profiles
- Support marketing campaigns and digital banking initiatives, driving adoption and customer engagement
- Maintain accurate documentation of customer interactions and call records within the CRM system
- Verify submitted information during digital onboarding to ensure compliance with bank policies and guidelines
- Monitor and achieve performance metrics including First Call Resolution, Customer Satisfaction, and Cross-Sell Conversion Rate
- Promote the Bank’s mission and values through community engagement and advocacy for clean energy solutions
- Adopt a commitment to environmental, social, economic, and racial justice
- Stay informed of applicable regulatory requirements and complete all mandatory compliance and IT training
- Pursue and demonstrate an understanding of established Bank policies, procedures, and regulations
- Question suspicious activity and collaborate closely with the respective department(s) to help prevent fraudulent activity
Skills
- Respond to Tier 1 inbound calls and emails for online banking access, login assistance, digital application issues, and general account inquiries
- Provide Tier 1 technical support and basic troubleshooting for mobile and online banking platforms
- Deliver timely, solution-oriented customer service across inbound and outbound interactions to ensure a seamless digital experience
- Identify cross-sell opportunities and conduct outbound calls to support deposit growth and non-interest income
- Assist with overflow requests to open new consumer deposit accounts and establish customer profiles
- Support marketing campaigns and digital banking initiatives, driving adoption and customer engagement
- Maintain accurate documentation of customer interactions and call records within the CRM system
- Verify submitted information during digital onboarding to ensure compliance with bank policies and guidelines
- Monitor and achieve performance metrics including First Call Resolution, Customer Satisfaction, and Cross-Sell Conversion Rate
- Promote the Bank's mission and values through community engagement and advocacy for clean energy solutions
- Adopt a commitment to environmental, social, economic, and racial justice
- Stay informed of applicable regulatory requirements and complete all mandatory compliance and IT training
- Pursue and demonstrate an understanding of established Bank policies, procedures, and regulations
- Question suspicious activity and collaborate closely with the respective department(s) to help prevent fraudulent activity
- 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
- You manage your time like a pro and stay focused under pressure
- You communicate with confidence, precision, and professionalism
- You listen deeply and respond thoughtfully and engage stakeholders at all levels efficiently and tactfully
- You are highly educated in financial products and services, applicable regulations and laws, or willing to pursue education promptly
- You learn new tools quickly, are excited by innovation and leverage technology to create efficiencies
- You lift others up, share ideas, and bring positive energy to everything you do
- You know how to operate as a part of a larger team and love contributing to the big picture
- You're dependable and always happy to lend a hand where needed
- Progressive experience in a client centric, high-volume role, ideally in a remote environment
- Comprehensive experience in a client centric, high-volume role, ideally in a remote environment
- Proven, consistent achievement of business growth goals and financial targets
Benefits
- This position may be eligible for an annual bonus, incentives and equity.
- 100% employer-paid health coverage for employees; employer contribution for dependents
- Medical, Dental & Vision Insurance
- Health Savings Account (HSA)
- Free Telemedicine access via Teladoc
- 401(k) with 6% Employer Match — 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 (EVs)
- Referral Incentives
- 2–4 Weeks of Vacation based on officer level plus additional tenure-based time.
- 64 Hours of Paid Sick Time for all full-time employees.
- Company-Paid Life Insurance
- Short- & Long-Term Disability Insurance
- Voluntary Life, Accident & Critical Illness Coverage
- Employee Assistance Program (EAP) with free counseling, legal, and financial services.
- Remote role within the United States; Eastern Standard Hours.
Company Overview
