Operations Clerk
Location
United States
Posted
32 days ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
Operations Clerk
Climate First Bank
Role Description We’re 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. What You’ll Contribute: - Customer Document Support & Fulfillment: - 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. - Operational Support Across Teams: - 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. - Champion Our Mission, Protect What Matters: - 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. Qualifications - Strong attention to detail and accuracy. - Comfort working with Excel and spreadsheets. - Prior banking or finance experience preferred but not required. Requirements - Entrepreneurial Self-Starter - You take charge of your work product and take pride in delivering consistently great and measurable results. - Organization & Efficiency - You manage your time like a pro and stay focused under pressure. - Master Communicator - You communicate with confidence, precision, and professionalism. - 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 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. Benefits - Compensation: In addition to the base salary, this position may be eligible for an annual bonus, incentives, and equity. - Health Coverage: 100% employer-paid for employees; employer contribution for dependents. - Medical, Dental & Vision Insurance - Health Savings Account (HSA) - Free Telemedicine access via Teladoc - Financial Wellness & Wealth Building: - 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 - Generous Paid Time Off: - 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. - Protection & Peace of Mind: - 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.
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