What are the responsibilities and job description for the Treasury Specialist position at Dort Financial Credit Union?
Join a Team That Makes a Difference
At Dort Financial Credit Union, we are seeking team members who share our commitment to enriching the lives of our members, employees, and the communities we serve. Our mission drives everything we do, and our vision is to be a leader in the industry by delivering high-quality financial services, fostering a diverse and empowered workplace, and making a positive impact in our communities.
We take pride in our culture of excellence, which offers meaningful opportunities for engagement, growth, and advancement. Our work is guided by strong core values — Empowerment, Accountability, Transparency, Collaboration, and Volunteerism — and we actively encourage community involvement as a reflection of those values.
We are proud to offer a comprehensive and competitive benefits package beginning on day one of employment. Benefits include medical, dental, and vision insurance; Life/AD&D and disability coverage; supplemental life insurance for employees, spouses, and dependents; HSA and FSA plans; and tuition reimbursement for full-time team members. Additional offerings include LegalShield, pet benefits, an Employee Assistance Program, and telemedicine services. Team members also enjoy a matching 401(k) plan with safe harbor provisions, a referral bonus program, and paid time off, including holidays.
About the Treasury Analyst Role
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, commercial lenders, and internal partners to assess business needs, understand cash management needs, recommend the most effective 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. This position will support new and existing relationships, provide expertise to enhance retention and strengthen engagement, and improve overall financial outcomes for the organization and its business members.
What We Are Looking For
Experience: Minimum 3 years of experience in Treasury Management, commercial banking support, or related cash-management functions.
Minimum Formal Education: Associate's degree (A. A.) in Accounting, Business Administration, Economics, Finance, Statistics or equivalent is highly preferred.
Other 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 and Excel.
- Effective verbal and written communication skills.
- Good interpersonal skills.
*Sponsorship for work authorization is not available for this position. Candidates are responsible for ensuring they have the legal authorization to work in the location where they apply.*
Salary : $27 - $30