Treasury Analyst

DORT FINANCIAL CU•Lake Clarke Shores, FL

11d

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. Purpose of Position: The Treasury Analyst is responsible for supporting deposit growth, optimizing cash-management performance, and delivering consultative Treasury Management solutions to business members. This position will work closely with internal lending and branch teams to identify opportunities, analyze members’ needs, and recommend the most effective products and services. Work with new and existing business members, provide expertise that strengthens retention, deepens engagement, and improves overall financial performance for the credit union and its members. 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.
Exceptional organizational skills with the ability to manage multiple priorities in a fast-paced environment.
Demonstrated ability to work independently, apply sound judgment, and maintain strong attention to detail.
Capacity to quickly learn and effectively use current technologies and job-related software applications.
Advanced proficiency in MS Outlook and expert level mastery of Excel.
Strong verbal and written communication skills.
Excellent interpersonal skills with the ability to build positive, productive working relationships.
Bachelor’s degree in Accounting, Business Administration, Economics, Finance, Statistics or equivalent degree is required.
Minimum 5 years of experience in Treasury Management, financial analysis, or related cash-management functions.

Nice To Haves

Certified Treasury Professional Certification is highly preferred.

Responsibilities

supporting deposit growth
optimizing cash-management performance
delivering consultative Treasury Management solutions to business members
Work with internal lending and branch teams to identify opportunities, analyze members’ needs, and recommend the most effective products and services
Work with new and existing business members, provide expertise that strengthens retention, deepens engagement, and improves overall financial performance for the credit union and its members
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