Installer Support Specialist

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, 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.

Join the Movement

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.

Thrive at Climate First Bank

At Climate First Bank, we’re investing in your future. We offer a comprehensive, people-first benefits package that supports your health, finances, and work-life balance.

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 salary ranges, internal salary structures, experience, skills and other job-related factors.

Health Coverage — 100% employer-paid for employees; employer contribution for dependents by Us

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.

Now Hiring: Installer Support Specialist

We’re looking for a Installer Support Specialist who loves helping people solve problems and walking away knowing they made someone’s day easier. In this role, you’ll be the trusted, dependable voice our solar installers rely on—supporting them across the OneEthos loan platform and Bodhi customer experience software. You will onboard and train new installers, monitor installer health, and proactively step in to resolve issues before they escalate. Above all, you’ll create a warm, human-centered support experience that reflects our commitment to ethical, transparent solar financing.

What You’ll Contribute:

Installer Support & Relationship Management

Serve as the primary point of contact for solar installers, delivering empathetic, responsive support across OneEthos and Bodhi platforms

Build trusted relationships through consistent, human-centered interactions

Ensure installers feel heard, supported, and confident in every engagement

Installer Onboarding & Training

Welcome and onboard new installers into the network

Train sales representatives, owners, and admins on systems and operational processes

Enable installers to confidently navigate tools and workflows from day one

Operational Support & Issue Resolution

Assist installers with loan applications to ensure a seamless pipeline from submission to completion

Take full ownership of installer issues and follow through to resolution

Maintain clear communication and accountability throughout the support lifecycle

Installer Health Monitoring & Proactive Support

Monitor installer engagement and performance signals to identify risks

Proactively reach out to address concerns before escalation

Support long-term installer success and retention through early intervention

Continuous Improvement & Cross-Functional Collaboration

Develop deep knowledge of OneEthos and Bodhi products

Share installer insights and feedback to inform product improvements and innovation

Identify referral opportunities and collaborate across teams within the organization

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.

What makes a stand-out candidate:

Experience & Core Skills

Strong customer support or installer-facing experience with a focus on relationship building

Excellent verbal and written communication skills with active listening ability

Proven problem-solving mindset with ownership of issues through resolution

Ability to learn and adapt quickly to new technologies and platforms

Familiarity with financial services, lending, or banking regulations is a plus

Entrepreneurial Self-Starter

You take initiative, work independently with minimal supervision, and thrive in a fast-paced startup environment with shifting priorities.

Organization & Efficiency

You manage time effectively, multitask with ease, and maintain strong attention to detail while handling competing priorities.

Master Communicator

You communicate with clarity, empathy, and professionalism, building trust and maintaining strong relationships at every level.

Banking & Fintech Curiosity

You bring (or are eager to build) knowledge of financial products, services, and regulations while supporting a mission-driven lending model.

Tech-Forward Mindset

You embrace new tools, adapt quickly to change, and leverage technology to improve processes and experiences.

Team Player Mentality

You collaborate effectively, bring positive energy, and contribute to shared goals while supporting colleagues and installers alike.

The Work Environment:

Remote role within the United States; Eastern Standard Hours.

Occasional U.S. travel for company events or leadership sessions.

Tobacco-Free employer. All employees must affirm to be non-smokers or affirm commitment to cessation within 90-days of offer acceptance.

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.

We do not offer visa sponsorship and will not pursue candidates without valid work authorization.

Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce 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/Veterans

E-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 Form I-9