Virtual Receptionist

Climate First Bank

4d•Remote

About The Position

By joining our growing Customer Service team, you will help redefine what community banking means — meaningful impact fueled by our passion for uncompromising customer service and relentless efficiency. We’re looking for a Virtual Receptionist who will be the first line of defense for all incoming phone calls through our main phone number. You will expertly route phone calls and answer simple customer inquiries with a smile and a first impression that leaves nothing to be desired.

Requirements

Service Obsession – You’re a natural at making people feel heard, valued, and supported. You thrive on delivering exceptional service. Our customers are your top priority, and you take pride in the white glove support you provide for them.
Entrepreneurial Self-Starter Mentality - You take charge of your work product and take pride in delivering consistently great and measurable results. Once you know what is expected of you, you run with it — independently helping customers across various channels in a high-volume environment. You understand what it takes to bring tasks to completion, have the ability to anticipate and mitigate slowdowns and have a unique ability to balance efficiency and attention to detail. 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.
Master Communicator - You’re a miracle worker on the phone. Unphased in any scenario with nerves of steel and the kind confidence that will leave even the most stressed or disgruntled customer defenseless. You’re warm, concise, and professional. You listen deeply and respond thoughtfully.
Banking & Fintech Acumen- You understand banking or have the ability and curiosity to quickly attain such knowledge. Once you understand a process, you consistently look for ways to improve it or to complete it more efficiently. You are also committed to becoming a compliance wiz and actively strive for excellent knowledge of regulatory requirements and branch protocols. Lastly, you relentlessly seek and expand your understanding of our products and services and never miss an opportunity to speak eloquently about the Bank.
Tech-Forward and Analytical Thinking - You learn new tools quickly, are excited by innovation and leverage technology to optimize your work process.
Organization & Efficiency Guru Status - You manage your time like a pro, stay focused under pressure, and keep your workflow humming. You love putting your head down and getting into the groove but also appreciate changing routines. You’re a master note-taker and checklist fanatic and consider “dropped balls” a four-letter word.
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.

Responsibilities

Efficiently and expertly answer all incoming phone calls through our main phone number.
Handle simple inquiries like account balance checks and route more substantial requests to the appropriate team members.
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.
Smoothly answer all calls and prevent call backlogs at all costs; avoid calls going to voicemails.
Embody a commitment to social, economic, environmental, and racial justice.
Be willing to pursue and demonstrate an understanding of established Bank policies, procedures, and regulations.
Apply curiosity and interest in our core values and pursue education related to sustainability practices.
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.