Systems Automation 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. Now Hiring: Systems Automation Specialist We’re seeking a highly motivated, detail-oriented Enterprise Workflow & Systems Automation Specialist to lead the design, implementation, and optimization of automated workflows. You'll support system administration across enterprise banking systems, ensuring seamless integration and operational efficiency during our upcoming core conversion. You'll also collaborate with cross-functional teams to drive automation, compliance, and process improvement. Thrive at Climate First Bank At Climate First Bank, we invest 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. What You’ll Contribute as the Systems Automation Specialist Workflow Design & Optimization • Develop & deploy automated workflows using JHA Enterprise Workflow & other approved platforms. • Map current processes, identify inefficiencies, & implement scalable automation solutions. • Serve as the SME on workflow best practices & governance. Core Conversion & System Administration Support • Ensure workflow readiness & alignment during the upcoming Jack Henry & Associates core conversion. • Support system administration tasks for enterprise banking systems, maintaining workflow integration. • Translate business requirements into technical specs for workflow automation within the JHA ecosystem. Training & Documentation • Create step-by-step guides, interactive tutorials, & video walkthroughs for automated workflows. • Draft & maintain SOPs for all automated processes, including initiation, monitoring, troubleshooting, & escalation procedures. • Design detailed flowcharts & process maps to visually represent workflows. • Maintain an internal knowledge base with FAQs, troubleshooting tips, & best practices. • Deliver live or virtual training, including hands-on demos, Q&A, & scenario exercises. • Collaborate with IT, Operations, Compliance, & others to ensure regulatory and business alignment. Champion Our Mission, Protect What Matters • Embody a commitment to environmental, social, economic, and racial justice. • Apply curiosity and interest in our core values & pursue education related to sustainability practices. • Pursue and demonstrate an understanding of established Bank policies, procedures, and regulations. • Recognize the importance of protecting the organization and our customers. • Question suspicious activity & collaborate with proper department(s) to ensure prevention of fraudulent activity. • Stay informed on legal context & regulatory requirements; prioritize completing all web-based compliance and IT training. What You’ll Leverage in this Role: Experience & Education • Bachelor’s degree in Information Systems, Business Administration, or related field; 3+ years of experience in workflow automation, business process improvement, or systems analysis acceptable. • Familiarity with loan and deposit systems is a plus. • Experience with SQL or related query language preferred. • Ability to translate business needs into scalable technical solutions preferred. • Experience with Jack Henry & Associates Enterprise Workflow is a strong plus. Entrepreneurial Self-Starter Mentality - You take charge of your work product and take pride in delivering consistently great and measurable results. You possess the strong ability to work independently and manage multiple projects simultaneously. 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 possess excellent communication skills allowing you to communicate with confidence, precision, and professionalism. You listen deeply, respond thoughtfully and possess strong problem-solving skills. Banking & Fintech Acumen - You are highly educated in banking operations, compliance standards, and customer service workflows. You are able to showcase your proven experience with workflow automation platforms. Tech-Forward and Analytical Thinking - Proficiency with Excel, databases, and form-building tools is a tool that you have in your back pocket. You learn new tools quickly, are excited by innovation and leverage technology to optimize both your workflow and that of the bank’s operations. 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. What to expect from your physical environment • Remote role within the United States; Eastern Standard Hours. • Occasional U.S. travel for company events or leadership sessions. • 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. What to expect from the hiring process: Our process follows the Topgrading Methodology — we hire A-Players through a structured, transparent process. • Credit and background checks conducted upfront. • 3 conversation stages with key team members. We welcome questions and dialogue! • Cognitive and personality assessments, as well as in-depth application spanning your full education and work history. • Final Step: Connect us with former mentors and managers for brief reference chats. HOW TO APPLY: Apply through the official application link. Resumes sent via unofficial channels may be delayed or not reviewed. All applicants receive confirmation upon submission. Due to high volume, processing times may vary. We will email or text updates throughout the process. 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. Apply tot his job Apply To this Job