Operations Clerk

Climate First Bank

8h • Remote

About The Position

We are seeking an 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.

Requirements

• Strong attention to detail and accuracy.
• Comfort working with Excel and spreadsheets.
• 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 things with ease and consistency.
• Master Communicator- You communicate with confidence, precision, and professionalism. You listen deeply and respond thoughtfully and are able to engage efficiently and tactfully with different stakeholders within the organization.
• Banking & Fintech Acumen - You are highly educated in financial products and services, applicable regulations and laws, or are willing to pursue education promptly.
• Tech-Forward and Analytical Thinking - You learn new tools quickly, are excited by innovation and leverage technology to optimize your work product.
• Commitment to Being a Team Player - You lift others up, share ideas, and bring positive energy to everything you do. You know what it takes to operate as a part of a larger team and cherish opportunities to contribute to the big picture. You’re dependable, communicate clearly and always happy to lend a hand where needed.

Nice To Haves

• Prior banking or finance experience preferred but not required.

Responsibilities

• 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.
• Support post-conversion customer service needs.
• 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.
• 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.

Benefits

• In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity.
• 100% employer-paid for employees; employer contribution for dependents by Us
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed