Operations Clerk - Remote

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, ESOP Banking, Structured Finance and SBA loans—all designed to power a better future. We’re proud to be a Certified B Corporation, a member of 1% for the Planet, and part of the Global Alliance for Banking on Values (GABV), reflecting our deep commitment to sustainability, transparency, and ethical banking.

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.

Under our Holding Company,
Climate First Bancorp
, we are also powered by One Ethos
. One Ethos operates at the intersection of fintech and traditional banking to expand access to inclusive, values‑driven financial services. Regulated by the Federal Reserve Bank, it equips Community Banks, Credit Unions, CDFIs, and Green Banks with ethical lending tools—especially in climate finance and solar lending.

We’reseeking driven, mission-aligned individuals ready to make an impact. If you’re passionate about sustainability, thrive in a fast-paced, results driven environment, and want to be part of something bigger, you will feel right at home.

Our team is one of goal‑setters, go‑getters, problem solvers, thought leaders, and changemakers
. We celebrate wins, tackle challenges head‑on, and push boundaries. Fueled by purpose, we thrive where perseverance and passion turn ambitious goals into reality.

We’reseekingan Operations Clerk to play a key support role across Climate First Bank’s Loan and Deposit Operations teams during an exciting period of growth and system conversion. This entry‑level role is ideal for a detail‑oriented, analytically curious professional eager to learn bank operations from the ground up. You’ll be a go‑to resource for fulfilling customer document requests, ensuring accuracy, timeliness, and excellent internal service while gaining exposure across multiple operational functions.

What You’ll Contribute:

• Monitor and respond to customer requests for statements, check images, and loan documents.
• Retrieve, review, and distribute documents accurately and securely.
• Communicate clearly with internal teams on request status.
• Ensure compliance with privacy and record‑retention standards.

Operational Support Across Teams:

• Provide day‑to‑day support to Loan and Deposit Operations.
• Assist with data cleanup, reporting, and file maintenance.
• Help streamline workflows during and after conversion.
• Support special projects as needs evolve.
• Maintain organized audit‑ready records.

Champion Our Mission, Protect What Matters:

• 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.

What Makes a Stand‑Out Candidate:

Experience & Education

• Strong attention to detail and accuracy.
• Comfort working with Excel and spreadsheets.
• Prior banking or finance experience preferred but not required.

Entrepreneurial Self‑Starter - You take charge of your work product and take pride in delivering consistently great and measurable results. You possess great attention to detail, possess the capacity to manage multiple tasks efficiently and are a logical thinker with a strong ability to solve problems. A high‑pace and high‑expectation environment excites you and you can’t wait to push yourself to new professional heights in a company that rewards high performance.

Organization & Efficiency - You manage your time like a pro and stay focused under pressure. You love a good system but also adapt to changing routines. You’re a master note‑taker and checklist fanatic and stay on top of…