Climate First Bank · 1 week ago
Director of Specialty Finance
Climate First Bank is redefining banking with a commitment to sustainability and ethical practices. They are seeking a Director of Specialty Finance to drive growth and innovation in the division, working to build and scale a high-performing team while managing risk and supporting clients.
Responsibilities
Maintain a personal pipeline, meet/exceed production goals, and model disciplined opportunity management
Identify and execute on division staffing needs to support growth objectives
Build, coach, and motivate a results-driven sales team
Expand networks of centers of influence (COIs) locally and nationally
Own pipeline governance and forecasting accuracy
Cross-sell all financial products, including deposits
Review existing processes and technology to optimize throughput, control, and client experience
Maintain and expand divisional policies and procedures and ensure clarity in authorities, risk limits, documentation, and audit trails
Manage internal and external reporting and present insights to senior leadership and the Board
Maintain robust underwriting standards, collateral verification processes, concentration limits, and risk monitoring to protect the Bank and clients
Pursue and demonstrate an understanding of all established Bank policies, procedures, and regulations, but especially those defined by BSA, AML, CIP, and OFAC
Adopt and practice a commitment to social, economic, environmental, and racial justice
Apply curiosity and interest in our core values and pursue education related to sustainability practices
Qualification
Required
Entrepreneurial Self-Starter Mentality - 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-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 - 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 masterfully build relationships and develop business with strong influencing and decision-making skills
Banking & Fintech Acumen - You are highly educated in financial products and services, applicable regulations and laws. You also possess strong overall business acumen and the ability to interpret financial reports and legal documents. Strong knowledge of unique industries and markets in conjunction with a broad knowledge of business banking products and services is required
Tech-Forward and Analytical Thinking - You learn new tools quickly, are excited by innovation and leverage technology to optimize your work product and streamline your creative process
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
Preferred
Bachelor's degree in business, finance, or accounting strongly preferred (or equivalent experience)
10+ years of experience in factoring and asset-based lending
Factoring Generalist with proven leadership experience in factoring and asset-based lending
Benefits
Health Coverage — 100% employer‑paid for employees; employer contribution for dependents
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 withexclusive interest rates and terms
0% Financing for Eligible Electric Vehicles (EVs)
Referral Incentives
Generous Paid Time Off
2–4 Weeks of Vacation based on 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
Company
Climate First Bank
Climate First Bank is a values-based community bank that provides a full range of traditional banking products.
Funding
Current Stage
Growth StageTotal Funding
$76MKey Investors
EJF Capital
2025-10-31Debt Financing· $30M
2025-07-07Series Unknown· $46M
2021-04-30Series Unknown
Leadership Team
Recent News
2025-12-08
Company data provided by crunchbase