Treasury Specialist

DORT FINANCIAL CU•Lake Clarke Shores, FL

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: The Treasury Specialist is responsible for supporting the delivery, implementation, and ongoing servicing of treasury management products and services. This role works closely with branch teams and business members to understand cash management needs, recommend appropriate treasury solutions, and provide training and support to ensure a positive member experience. The Treasury Specialist helps strengthen member relationships, ensures compliance with applicable regulations, and stays informed on industry trends and emerging technologies.

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 3 years of experience in a financial institution, preferably in Treasury Management, commercial banking, or financial services.

Nice To Haves

Preferred minimum of an Associate's degree (A. A.) in Business Administration, Finance or equivalent combination of education and/or experience.

Responsibilities

supporting the delivery, implementation, and ongoing servicing of treasury management products and services
works closely with branch teams and business members to understand cash management needs
recommend appropriate treasury solutions
provide training and support to ensure a positive member experience
helps strengthen member relationships
ensures compliance with applicable regulations
stays informed on industry trends and emerging technologies