Process Optimization Analyst

Climate First Bank is seeking a Process Optimization Analyst to enhance operational efficiency across various departments in St. Petersburg, FL. The role involves analyzing workflows, identifying inefficiencies, and implementing automation solutions to improve productivity and customer experience. Candidates should have a bachelor's degree and 1-2 years of relevant experience. This position offers competitive benefits and opportunities for growth in a mission-driven banking environment.
We are changing FINANCE to finance CHANGE!

Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. We are the first commercial bank with a mission of reducing atmospheric CO2. Climate First Bank is the third bank started and scaled by serial bank entrepreneur, Ken LaRoe. Having started and sold Florida Choice Bank and First Green Bank, Mr. LaRoe has launched Climate First Bank as a built to last, values based, financial institution. Our first branch opened for business on June 1, 2021, in St. Petersburg, Florida and we have since expanded into the Central Florida market.

We are looking for a Process Optimization Analyst to drive cross-departmental efficiency and optimization projects. Rotating through various key departments across the organization, this role will be tasked with learning workflows, uncovering inefficiencies and implementing high-impact solutions. Using modern automation and no-code/low-code tools, this role will drive measurable improvements that enhance productivity, streamline operations, and elevate customer experience.

Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. Please send a resume to apply.

Benefits
• Competitive compensation
• Employer paid medical, vision and dental insurance
• Employer paid disability and life insurance
• 401k match
• Employee Stock Options
• Compelling incentive plans
• Employee only rates for certain loan products
• Working with an amazing team of dedicated and like-minded individuals!
• Being part of an exciting venture with amazing opportunities for growth and opportunities!

Responsibilities
• Departmental Immersion: Spend 3-6 months embedded within an assigned banking department to understand end-to-end processes, policies, and systems.
• Process Assessment: Conduct root cause analysis, workflow mapping, and process benchmarking to identify operational inefficiencies and improvement opportunities.
• Solution Design & Implementation: Design and implement automation and process improvements using AI models, Airtable workflows, LogicApps, and other business process automation tools.
• Collaboration: Work cross-functionally with department leaders, IT, compliance, and third-party vendors to align solutions with business needs and regulatory requirements.
• Impact Measurement: Track and report on key performance indicators (KPIs) to measure the success of implemented solutions and refine as needed.
• Documentation: Maintain thorough records of workflows, process maps, create implementation roadmaps, and training materials to ensure sustainability of improvements.
• Knowledge Transfer: Support internal change management by training staff in new tools and processes and documenting best practices.

Requirements
• Bachelor's degree in business or an administrative field.
• 1-2 years of experience in Operations or Business Analysis.
• Strong affinity for analytical and strategic thinking as well as exceptional practical and theoretical problem-solving skills.
• Proven ability to quickly grasp concepts, workflows and processes. Strong operational understanding.
• Ability and desire to thrive in a fast-paced, high-pressure environment with frequent routine changes. Ability to multi-task and prioritize with ease.
• Highly organized self-starter with impeccable attention to detail and the ability to complete assignments with little oversight and supervision. Exceptional drive and motivation.
• Effective communicator with strong active listening skills, excellent writing and speaking skills and the ability to compose professional correspondence. Must be able to communicate tactfully and empathetically with customers, employees, and Bank management.
• Proficient in AI models, Airtable workflows, LogicApps, and other business process automation tools.

Physical Demands
• Sustained standing and sitting;
• Frequent use of PC, including typing or sustained attention to monitor;
• Occasional lifting of basic office files or equipment up to 20 lbs.

Climate First Bank recognizes that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. We place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Required

Preferred

Job Industries
• Other