Commercial Services Specialist

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 Commercial Services focused 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.

Minimum Formal Education: Associate's degree (A. A.) in Accounting, Business Administration, Economics, Finance, Statistics or equivalent is highly preferred.

Experience: Minimum 3 years of experience in Treasury Management, commercial banking support, or related cash-management functions.

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.*