Treasury Analyst

DORT FINANCIAL CU • Grand Blanc, MI

9d

About The 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

• Minimum 5 years of experience in Treasury Management, financial analysis, or related cash-management functions.
• Bachelor’s degree in Accounting, Business Administration, Economics, Finance, Statistics or equivalent degree is required.
• 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.

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 closely with internal lending and branch teams to identify opportunities
• analyze members’ needs
• 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

Benefits

• medical, dental, and vision insurance
• Life/AD&D and disability coverage
• supplemental life insurance for employees, spouses, and dependents
• HSA and FSA plans
• tuition reimbursement for full-time team members
• LegalShield
• pet benefits
• Employee Assistance Program
• telemedicine services
• matching 401(k) plan with safe harbor provisions
• referral bonus program
• paid time off, including holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees