What are the responsibilities and job description for the Commercial Services Analyst position at DORT FINANCIAL CU?
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 Commercial Services Analyst Role
The Commercial Services focused 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.
What Are We Looking For
Experience:
- Minimum 5 years of experience in Treasury Management, financial analysis, or related cash-management functions within commercial/business banking
Minimum Formal Education:
- Bachelor’s degree in Accounting, Business Administration, Economics, Finance, Statistics or equivalent degree is required.
- Certified Treasury Professional Certification is highly preferred.
Other 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.
*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 : $40 - $45