Treasury Specialist jobs in United States
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Dort Financial Credit Union · 1 week ago

Treasury Specialist

Dort Financial Credit Union is seeking a Treasury Specialist to support the delivery and servicing of treasury management products and services. This role involves collaborating with branch teams to understand cash management needs and ensuring compliance with regulations while enhancing member relationships.

Financial Services
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Comp. & Benefits
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Responsibilities

Supporting the delivery, implementation, and ongoing servicing of treasury management products and services
Working closely with branch teams and business members to understand cash management needs
Recommending appropriate treasury solutions
Providing training and support to ensure a positive member experience
Helping strengthen member relationships
Ensuring compliance with applicable regulations
Staying informed on industry trends and emerging technologies

Qualification

Treasury ManagementFinancial ServicesMS ExcelMS OutlookCommunication SkillsInterpersonal SkillsOrganizational SkillsDetail Oriented

Required

Preferred minimum of an Associate's degree (A. A.) in Business Administration, Finance or equivalent combination of education and/or experience
Minimum 3 years of experience in a financial institution, preferably in Treasury Management, commercial banking, or financial services
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

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

Company

Dort Financial Credit Union

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Dort Financial Credit Union (DFCU) is a not-for-profit financial cooperative whose mission is to open doors to our members by providing quality financial services.

Funding

Current Stage
Growth Stage

Leadership Team

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Brian Waldron
President and CEO
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Company data provided by crunchbase