What are the responsibilities and job description for the Deposit Operations Advanced Specialist position at Climate First Bank?
We are changing FINANCE to finance CHANGE!
At Climate First Bank, we’re redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, with a growing physical and nationwide digital presence, we offer a full suite of personal and business services designed to prove that banking can be a force for good. 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.
Under our Holding Company, Climate First Bancorp, we are also powered by OneEthos. Operating at the intersection of fintech and traditional banking, and regulated by the Federal Reserve Bank, it expands access to inclusive, values-driven financial services and equips Community Banks, Credit Unions, CDFIs, and Green Banks with ethical lending tools—especially in climate finance and solar lending
.
Join the Moveme
ntWe’re seeking driven, mission-aligned individuals ready to make an impact. If you’re passionate about sustainability, thrive in a fast-paced, result driven environment, and want to be part of something bigger, you will feel right at hom
e.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 turn ambitious goals into realit
y.
Thrive at Climate First B
ankAt Climate First Bank we offer a comprehensive, people-first compensation and benefits package that supports your health, finances, and work-life balance, including but not limited
- to:Compensation — In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. Actual compensation is based on industry standards, internal salary structures, experience, and other job-related facto
- rs.Medical, Dental and Vision Coverage — 100% Employer paid for the employee, contribution towards depende
- ntsCompany-paid life insurance, disability insurance and an Employee Assistance Program (EAP) with free counseling, legal, and financial servic
- es.401(k) with 6% Employer Match — No vesting per
- iodEmployee Stock Options and Gra
- ntsEmployee Only Mortgage Product — Access to exclusive below market interest ra
- tes0% Financing for Employee Solar and eligible Electric and Hybrid Vehicles (E
- Vs)Paid Time Off— A minimum of 2 weeks of vacation plus paid sick time for eligible employ
ees
Now Hiring: Deposit Operations Advanced Specia
listWe’re looking for a Deposit Operations Advanced Specialist who will keep the engine of our deposit operations running smoothly. In this hands-on role, you will support daily transaction processing—including ACH, wires, RDC, card activity, and NSF/non-post items—while contributing to an exciting system conversion. You will collaborate with a seasoned operations team, bring structure and accuracy to fast-moving workflows, and play a critical role in delivering reliable, customer-centered banking experien
ces.
What You’ll Contri
bute:Deposit Operations Exec
- utionProcess ACH, RDC, wires, card transactions, corrections, NSF and non-post items accurately and on
- time.Review, investigate, and resolve exceptions while ensuring timely and accurate transaction pos
- ting.Maintain compliance with bank policies, procedures, and applicable regulatory requirem
- ents.Provide backup support for Treasury Management setup, customer training, and customer support, including ACH, Positive Pay, Wire, RDC, and Loc
kbox.Operational Excellence & Collabor
- ationMaintain thorough documentation and audit readiness across assigned operational workf
- lows.Collaborate with teammates and internal partners to support consistent, customer-centered service qua
- lity.Bring structure, accuracy, and follow-through to fast-moving operational priori
ties.Systems & Conversion Su
- pportOperate on Jack Henry SilverLake core and support post-conversion stabiliza
- tion.Learn and adopt new Jack Henry product modules swi
- ftly.Help identify, communicate, and resolve conversion-related is
sues.Champion Our Mission, Protect What Ma
- ttersAdopt a commitment to environmental, social, economic, and racial jus
- tice.Stay informed of applicable regulatory requirements and complete all mandatory compliance and IT trai
- ning.Pursue and demonstrate an understanding of established Bank policies, procedures, and regulat
- ions.Question suspicious activity and collaborate closely with the respective department(s) to help prevent fraudulent acti
vity.
What makes a stand-out cand
idate:Experience & Edu
- cationPrior deposit operations experience; banking deposit operations background is a
- plus.Phoenix core or Jack Henry SilverLake experience pref
- erred.High attention to detail with strong multitasking abil
- ities.Adaptability during core system conversions and fast-changing operational prior
ities.Entrepreneurial Self-Starter - You take charge of your work product and take pride in delivering consistently great and measurable results. You solve problems efficiently, seek operational efficiencies, and are an analytical thinker with a strong focus on data-driven decision making. A high-pace and high-performance environment excites you and you thrive on defined expecta
tions.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 consis
tency.Master Communicator- You communicate with confidence, precision, and professionalism. You listen deeply and respond thoughtfully and engage stakeholders at all levels efficiently and tact
fully.Banking & Fintech Acumen - You are highly educated in financial products and services, applicable regulations and laws. You understand the importance of compliant, accurate deposit operations and are comfortable learning new banking systems and product mo
dules.Tech-Forward and Analytical Thinking - You learn new tools quickly, are excited by innovation and leverage technology to create efficiencies, especially in transaction processing, documentation, exception tracking, and core system work
flows.Commitment to Being a Team Player - You lift others up, share ideas, and bring positive energy to everything you do. You know how to operate as a part of a larger team and love contributing to the big picture. You’re dependable and always happy to lend a hand where n
eeded.
The Work Envir
- onment:Remote role within the United States; Eastern Standard
- Hours.Occasional U.S. travel for company events or leadership se
- ssions.Tobacco-Free employer. All employees must affirm to be non-smokers or affirm commitment to cessation within 90-days of offer acce
- ptance.Sustained standing and sitting, frequent communication (speaking and listening) and use of PC, including typing or sustained attention to monitor, occasional lifting up to
20 lbs.
The Hiring
Process:Applications must be submitted through the official application link. Resumes sent via other channels may be delayed or bypassed. Processing times may vary. Candidates selected to move forward will be contacted by the hiri
ng team.Our process follows the Topgrading Methodology — we hire A-Players through a structured, transparent process that i
- ncludes:Cognitive and personality ass
- essmentsAn application form spanning your full education and work
- history3 conversation stages with key team members- get to
- know us!Credit and background checks conducted before the final i
- nterviewFinal Step: Connect us with former mentors and managers of our choice for referenc
e chats.We do not offer visa sponsorship and will not pursue candidates without valid work author
ization.
Equal Opportunity Statement: We believe that the diverse backgrounds of our employees 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
/VeteransE-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