Customer Service Rep 27

Climate First Bank is seeking a Customer Service Representative in Montana to provide exceptional support to customers via phone and email. The role emphasizes a customer-first mindset and compliance with banking standards. The bank is committed to sustainability and ethical banking practices, offering a comprehensive benefits package, including health coverage and a 401(k) plan. This position is part of a mission-driven team focused on making a positive impact.
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, with a growing physical and nationwide digital presence, we offera full suite of personal and business services designed to prove that banking can be a force for good.
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.


Under our Holding Company, Climate First Bancorp, we are also powered by OneEthos.
Operating at the intersection of fintech and traditional banking, and regulated by the Federal Reserve Bank, it expands access to inclusive, values-driven financialservices and equips Community Banks, Credit Unions, CDFIs, and Green Banks with ethical lending toolsespecially in climate finance and solar lending.


Join the Movement

We're seeking driven, mission-aligned individuals ready to make an impact.
If you're passionate about sustainability, thrive in a fast-paced, result 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 turn ambitious goals into reality.


Thrive at Climate First Bank

At Climate First Bank we offer a comprehensive, people-first compensation and benefits package that supports your health, finances, and work-life balance, including but not limited to:


CompensationIn addition to the base salary, this position may be eligible for an annual bonus, incentives and equity.
Actual compensation is based on industry standards, internal salary structures, experience, and other job-related factors.
Medical, Dental and Vision Coverage 100% Employer paid for the employee, contribution towards dependents Company-paid life insurance, disability insurance and an Employee Assistance Program (EAP) with free counseling, legal, and financial services.
401(k) with 6% Employer Match No vesting period Employee Stock Options and Grants Employee Only Mortgage Product Access to exclusive below market interest rates 0% Financing for Employee Solar and eligible Electric and Hybrid Vehicles (EVs) Paid Time Off A minimum of 2 weeks of vacation plus paid sick time for eligible employees Now Hiring:
Customer Service Representative

We're seeking a Customer Service Representative to join our Customer Service team.
You'll be one of our front faces of the Bank and the first line of defense for callers and incoming email requests from customers.
Handling all incoming calls to the main phone line with resourcefulness, urgency and most importantly exceptional customer service will provide meaningful support to our branches and will serve as an extension of our in-branch services.
You'll be empowered to promote Climate First Bank's full suite of products and services, while ensuring compliance, accuracy, and a customer-first mindset in every interaction.


What You'll Contribute:


You ARE Climate First Bank

Embody our mission and business principles and keep your customers coming back for more.
Expertly answer customer questions, liaising with other teams/departments, if necessary, while owning the external communication to the customer.
Leverage your exceptional knowledge of our products and services to consult callers, make product recommendations or refer them to the appropriate resources within the Bank.
Exceptional Service

Efficiently and expertly answer all incoming phone calls through our main phone number.
Handle account maintenance requests, answer product or rate questions and resolve simple troubleshooting requests.
Make all callers feel welcome and well taken care of with your professional, customer-obsessed and efficient demeanor.
Keep call times to a minimum while providing incredible service to our customers by utilizing your outstanding efficiency and deep knowledge of the Bank, our services and organizational structure.
Monitor the main info email inbox and respond to all inquiries timely and professionally.
Prevent call backlogs at all costs; avoid calls going to voicemails and return all voicemails before end of day.
Champion Our Mission, Protect What Matters

Embody a commitment to social, economic, environmental, and racial justice.
Apply curiosity and interest in our core values and pursue education related to sustainability practices.
Be willing to pursue and demonstrate an understanding of established Bank policies, procedures, and regulations.
Recognize the importance of protecting the organization and our customers.
Question suspicious activity and stay in close collaboration with our Compliance department to ensure proper investigation and processing of potentially fraudulent activity.
Stay informed on legal context and regulatory requirements and prioritize completing all web-based compliance and IT training.
What makes a stand-out candidate:


Experience & Education

Prior experience in customer service .