Sales Support Specialist

Climate First Bank•Winter Park, FL

4h•Hybrid

About The Position

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 OneEthos. OneEthos 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’re seeking 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. As the Sales Support Specialist, you will spearhead the sales support for the Executive Chairman’s “opportunities” (KO) team. Working directly with our Executive Chairman, you will support the contact maintenance and CRM management for the entire KO Team through appointment setting, data entry, sales operations, data mining and sales calls. You will also liaise closely with Marketing to help coordinate Marketing and Sales efforts. The position will be primarily remote with occasional presence in our physical branches.

Requirements

Recent college graduate with a Bachelor’s degree in Business, Marketing, or Communications
Strong proficiency in sales techniques and processes
Entrepreneurial Self-Starter Mentality - You take charge of your work product and take pride in delivering consistently great, measurable and scalable results. You are a true people person while also possessing strong data and project management skills. You are able to transform minimal direction into actionable plans and tackle tasks proactively and with minimal supervision. 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. You possess excellent project management abilities and leverage those to stay on top of a variety of fast moving tasks and projects requiring flexibility, rigorous follow-up and the ability to manage various stakeholders respectfully and outcome focused.
Master Communicator - Whether it’s in-person, on camera, phone, or chat — you communicate with confidence, precision, and professionalism. You listen deeply and respond thoughtfully and are able to engage efficiently and tactfully with stakeholders at all levels of the organization. Additionally, you have a strong ability to build relationships, manage expectations and drive outcomes.
Banking & Fintech Acumen - You are highly educated in financial products and services, applicable regulations and laws, or willing to pursue related education promptly. You possess strong business acumen and understand the importance of strong sales support and aftercare.
Tech-Forward and Analytical Thinking – You learn new tools quickly, are excited by innovation and leverage technology to optimize your work product. You have a strong working knowledge of CRM tools, especially SalesForce.
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 happy to offer hands-on support when needed including the acquisition of new prospects when applicable.

Nice To Haves

Working knowledge of banking products and services strongly preferred

Responsibilities

Data entry and management; write up sales calls and keep track of sales activities in Salesforce.
Own operational aspects of the sales functions including outreach projects and merchandise management.
Proactively assist with sales calls as directed, schedule sales calls and rigorous follow-up.
Source customers as directed, research and find creative ways to mine data within the legal requirements.
Assist with new business-related projects.
Maintain all contact marketing programs.
Liaise closely with the Marketing team on marketing support and a seamless integration of Marketing and Sales activities.
Embody a commitment to environmental, social, economic, 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.

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.