Executive Assistant to the Chief Technology Officer - Climate First Bank
Tampa, FL 33602
About the Job
We are changing FINANCE to finance CHANGE!Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!Come join our team as the Executive Assistant to our Chief Technology Officer. As the Executive Assistant to our Chief Technology Officer you will critical administrative support to the CTO, proactively anticipate needs and act as a strategic and reliable partner in a fast-moving, technology driven environment.Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. Candidates must be able to reliably travel to St. Petersburg, FL regularly.Primary Functions:Inbox and Calendar Management: Manage and prioritize executive's email inbox and calendar,
ensuring efficient scheduling and coordination of meetings, appointments, and travel
arrangements.
* Task Management: Participate in technology meetings, assist with note taking and follow up
activities. Review reports and assist with escalations. Track, prioritize, and follow action items,
ensuring deadlines are met and commitments are honored.
* Communications: Draft and edit correspondence, emails, presentations, social media, and
other documents as needed. Serve as a liaison between executive and internal/external
stakeholders. Assist with outreach via digital channels.
* Expense Reports: Prepare and submit accurate and timely expense reports, ensuring adherence
to company policies.
* Research and Projects: Conduct research on various topics as assigned, compile findings, and
present summaries to support decision-making processes. Handle project-based tasks from
inception to completion with minimal supervision.
* Sales Support: Attend sales meetings, assist with follow-up activities and outreach campaigns.
* Other duties as assigned
Secondary Functions:
* Make every effort to autonomously handle situations within your outlined scope of work.
* Maintain thorough and organized filing systems for all relevant documentation and
correspondence in executive's office.
* Act as a "gatekeeper" and exercise judgement in prioritizing time sensitive matters and identify
the appropriate method of communication and level of urgency.
* Prioritize staying abreast of topics, meetings, and tasks in the executive's orbit and maintain
thorough task lists and updates with urgency levels, next steps and instructions at all times.
* Ask questions when uncertain to ensure proper task completion.
* Exercise discretion, proper judgement and confidentiality at all times.
* Adopt and practice a commitment to social, economic, environmental, and racial justice.
* Demonstrate interest in contributing to and working by Climate First Bank's Core Values.
* Possess the initiative to obtain education related to sustainability practices. Commit to the
Sustainability Pledge.
* Demonstrate an understanding of and follow established Bank policies, procedures, and
regulations, cognizant of transactions, inquiries that appear suspicious, obtaining reasonable and
verifiable explanations, notifying the Compliance Officer when necessary; completion of all webbased compliance training; resolution of all issues concerning BSA report reviews of suspicious
activity and or cash transactions.
Specific Requirements:Bachelor's Degree in a business-related field preferred.Proven and extensive experience supporting one or more C-Suite level executives in a fast-paced
organization.Expert level proficiency in Microsoft Office 365 including Excel, Microsoft Word, Power Point, and
Teams.Technically savvy; an interest in technology and banking are preferred.Impeccable verbal and written communication skills.Strong interpersonal skills, ability to thrive under pressure, time management skills and detail oriented mindset.Mission/values aligned.Proven resourceful and an extremely organized self-starter.Solid ability to anticipate needs.Superior ability to exercise judgement, sense of urgency and discretion with regard to escalating
relevant information and managing Bank President availability and needs.Ability to pivot and adapt quickly and change gears at a moment's notice.Benefits:Competitive compensationEmployer paid medical, vision and dental insuranceEmployer paid disability and life insurance401k matchEmployee Stock OptionsCompelling incentive plansEmployee only rates for certain loan productsWorking with an amazing team of dedicated and like-minded individuals!Being part of an exciting venture with amazing opportunities for growth and opportunities!Physical Demands: In the performance of respective tasks and duties, all Climate First Bank employees are expected to successfully perform the essential functions of the position. While performing duties, employees are required to sit, talk, hear, lift up to 20 lbs., and may be required to work evenings and/or weekends, attend remote meetings and/or to travel. Reasonable employee accommodations will be considered on a case-by-case basis.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/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 Form I-9.
ensuring efficient scheduling and coordination of meetings, appointments, and travel
arrangements.
* Task Management: Participate in technology meetings, assist with note taking and follow up
activities. Review reports and assist with escalations. Track, prioritize, and follow action items,
ensuring deadlines are met and commitments are honored.
* Communications: Draft and edit correspondence, emails, presentations, social media, and
other documents as needed. Serve as a liaison between executive and internal/external
stakeholders. Assist with outreach via digital channels.
* Expense Reports: Prepare and submit accurate and timely expense reports, ensuring adherence
to company policies.
* Research and Projects: Conduct research on various topics as assigned, compile findings, and
present summaries to support decision-making processes. Handle project-based tasks from
inception to completion with minimal supervision.
* Sales Support: Attend sales meetings, assist with follow-up activities and outreach campaigns.
* Other duties as assigned
Secondary Functions:
* Make every effort to autonomously handle situations within your outlined scope of work.
* Maintain thorough and organized filing systems for all relevant documentation and
correspondence in executive's office.
* Act as a "gatekeeper" and exercise judgement in prioritizing time sensitive matters and identify
the appropriate method of communication and level of urgency.
* Prioritize staying abreast of topics, meetings, and tasks in the executive's orbit and maintain
thorough task lists and updates with urgency levels, next steps and instructions at all times.
* Ask questions when uncertain to ensure proper task completion.
* Exercise discretion, proper judgement and confidentiality at all times.
* Adopt and practice a commitment to social, economic, environmental, and racial justice.
* Demonstrate interest in contributing to and working by Climate First Bank's Core Values.
* Possess the initiative to obtain education related to sustainability practices. Commit to the
Sustainability Pledge.
* Demonstrate an understanding of and follow established Bank policies, procedures, and
regulations, cognizant of transactions, inquiries that appear suspicious, obtaining reasonable and
verifiable explanations, notifying the Compliance Officer when necessary; completion of all webbased compliance training; resolution of all issues concerning BSA report reviews of suspicious
activity and or cash transactions.
Specific Requirements:Bachelor's Degree in a business-related field preferred.Proven and extensive experience supporting one or more C-Suite level executives in a fast-paced
organization.Expert level proficiency in Microsoft Office 365 including Excel, Microsoft Word, Power Point, and
Teams.Technically savvy; an interest in technology and banking are preferred.Impeccable verbal and written communication skills.Strong interpersonal skills, ability to thrive under pressure, time management skills and detail oriented mindset.Mission/values aligned.Proven resourceful and an extremely organized self-starter.Solid ability to anticipate needs.Superior ability to exercise judgement, sense of urgency and discretion with regard to escalating
relevant information and managing Bank President availability and needs.Ability to pivot and adapt quickly and change gears at a moment's notice.Benefits:Competitive compensationEmployer paid medical, vision and dental insuranceEmployer paid disability and life insurance401k matchEmployee Stock OptionsCompelling incentive plansEmployee only rates for certain loan productsWorking with an amazing team of dedicated and like-minded individuals!Being part of an exciting venture with amazing opportunities for growth and opportunities!Physical Demands: In the performance of respective tasks and duties, all Climate First Bank employees are expected to successfully perform the essential functions of the position. While performing duties, employees are required to sit, talk, hear, lift up to 20 lbs., and may be required to work evenings and/or weekends, attend remote meetings and/or to travel. Reasonable employee accommodations will be considered on a case-by-case basis.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/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 Form I-9.
Source : Climate First Bank