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Attorney Banking Specialist
Attorney Banking SpecialistClimate First Bank • Tampa, FL, United States
Attorney Banking Specialist

Attorney Banking Specialist

Climate First Bank • Tampa, FL, United States
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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, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.

We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.

We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!

Come join our team as Commercial Lender / Attorney Banking Specialist (ABS) in Jacksonville market and take your career to a level unattainable in a traditional bank environment! In this role, you will meet and exceed budgeted deposit, fee income, and commercial lending goals. Provide superior professional quality customer service to new and established Climate First Bank customers, including cross-selling of products and services. Develop new business opportunities, structuring, and closing of commercial loans, as well as maintaining and servicing a commercial loan portfolio. Represent Climate First Bank in its market through active participation in community affairs.

The Commercial Lender / ABS position will be primarily remote but does require physical presence in the Jacksonville area. Candidates must be local to the area to be considered. Please send a resume to apply.

J ob Responsibilities :

  • 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 and service desirable and profitable loans.
  • Solicit, negotiate, and coordinate closings.
  • Grow energy efficient loan production (PV panels, EV charging, LEED certified buildings).
  • Ensure production goals are met, including DDA growth goals.
  • Guide borrowers through the application process and advise on financial status and methods of payment.
  • Monitor credit quality of loan portfolios.
  • Monitor past due loans and collect payments.
  • Develop referral relationships with realtors, CPA's, builders, and other sources to proactively solicit business and conduct sales-related activities.
  • Evaluate, authorize, and recommend approval of commercial loans and lines of credit.
  • Contribute to achieving all the relevant sustainability goals including Community Reinvestment Act and multi-cultural lending goals.
  • Adopt and practice a commitment to social, economic, environmental, and racial justice.
  • Demonstrate interest in contributing to and working by Climate First Bank's Core Values.
  • Demonstrate an understanding of and follow established Bank policies, procedures, and regulations in accordance with all BSA and Compliance requirements.

Specific Requirements :

  • Excellent sales, interpersonal, communication and supervisory skills.
  • Superior customer service skills.
  • Prior commercial lending experience required.
  • Excellent attention to detail, ability to multi-task and manage time effectively.
  • Educated in financial products and services, banking regulations and laws.
  • Ability to work in a fast-paced environment.
  • Solid organizational skills.
  • 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!
  • 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.
  • Equal Opportunity Statement :

    At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. 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.

    Equal Opportunity Employer / Disability / Veterans

    E-Verify Statement :

    This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

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