Treasury Analyst

DORT FINANCIAL CULake Clarke Shores, FL
2d

About The Position

Dort Financial Credit Union is seeking team members who will carry out our mission of enriching the lives of our members, employees, and communities, and who will aim to achieve our vision of being a leader in the industry by providing quality financial services, fostering an empowered and diverse team, and making our communities a better place to live. At Dort Financial, we uphold a culture of excellence with opportunities of engagement and advancement for our team members. We abide by our core values of Empowerment, Accountability, Transparency, Collaboration, and Volunteerism each day, and have a strong focus in community involvement. We offer a competitive benefits package immediately upon hire including medical, dental, and vision insurance; Life/AD&D and Disability Insurance, Supplemental Life insurance for employee/spouse/dependent; HSA and FSA plans; and tuition reimbursement for full-time team members. LegalShield, Pet Benefits, Employee Assistance Program, Telemedicine. We also offer a matching 401 (k) including a safe harbor, a referral bonus program, and paid time off including holidays. Come join our team. Apply today! Purpose of Position: Responsible for overall Commercial cash management. Provides specialized operational support for large and/or complex commercial deposit relationships. Provide internal telephone support and troubleshoots for Treasury Operations. Provides analytical, operational and/or project support for Treasury Operations. Conduct detailed analysis of product offerings, including but not limited to key metrics, financial performance, monthly activities, and contribution to product strategies. Responsible for leading data gathering process and conducting competitive analysis in support of the Credit Union’s strategic plans. Compile documentation and procedures for the set up and maintenance of products and services and ensure all external and internal support materials are current and accurately provided.

Requirements

  • Must be bondable.
  • Good organization skills to handle multiple tasks in a fast-paced environment.
  • Ability to work independently, exercise sound judgment, and detail oriented.
  • Ability to use/learn current technology and software applications related to position.
  • Proficient with MS Outlook, Excel.
  • Effective verbal and written communication skills.
  • Good interpersonal skills.
  • Minimum 5 years of experience in a financial institution, preferably in Treasury Management, commercial banking, or financial services.
  • Preferred minimum of an Associate's degree (A. A.) in Business Administration, Finance or equivalent combination of education and/or experience.

Responsibilities

  • Responsible for overall Commercial cash management.
  • Provides specialized operational support for large and/or complex commercial deposit relationships.
  • Provide internal telephone support and troubleshoots for Treasury Operations.
  • Provides analytical, operational and/or project support for Treasury Operations.
  • Conduct detailed analysis of product offerings, including but not limited to key metrics, financial performance, monthly activities, and contribution to product strategies.
  • Responsible for leading data gathering process and conducting competitive analysis in support of the Credit Union’s strategic plans.
  • Compile documentation and procedures for the set up and maintenance of products and services and ensure all external and internal support materials are current and accurately provided.

Benefits

  • medical, dental, and vision insurance
  • Life/AD&D and Disability Insurance
  • Supplemental Life insurance for employee/spouse/dependent
  • HSA and FSA plans
  • tuition reimbursement for full-time team members
  • LegalShield
  • Pet Benefits
  • Employee Assistance Program
  • Telemedicine
  • matching 401 (k) including a safe harbor
  • referral bonus program
  • paid time off including holidays
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