What are the responsibilities and job description for the Treasury Management Specialist position at OptimumBank?
Company Description
OptimumBank, part of OptimumBank Holdings, Inc., is a community-focused financial institution offering a wide range of banking services to individuals and businesses in Broward, Miami-Dade, and Palm Beach counties. With its primary funding derived from deposits, loans, and investment securities, OptimumBank specializes in both consumer and commercial banking solutions. The bank is committed to meeting the financial needs of its local communities while fostering economic growth and stability. It upholds a customer-focused culture to deliver personalized and high-quality banking experiences.
Role Description
This is a full-time role for a Treasury Management Specialist, based in Fort Lauderdale, FL. Key responsibilities include managing clients' treasury and cash management accounts, ensuring efficient handling of funds, providing cash flow recommendations, and supporting the delivery of treasury management solutions. The role also requires analyzing financial operations to maximize revenue opportunities, offering client training on treasury services, and coordinating with internal teams to meet client needs.
Qualifications
OptimumBank, part of OptimumBank Holdings, Inc., is a community-focused financial institution offering a wide range of banking services to individuals and businesses in Broward, Miami-Dade, and Palm Beach counties. With its primary funding derived from deposits, loans, and investment securities, OptimumBank specializes in both consumer and commercial banking solutions. The bank is committed to meeting the financial needs of its local communities while fostering economic growth and stability. It upholds a customer-focused culture to deliver personalized and high-quality banking experiences.
Role Description
This is a full-time role for a Treasury Management Specialist, based in Fort Lauderdale, FL. Key responsibilities include managing clients' treasury and cash management accounts, ensuring efficient handling of funds, providing cash flow recommendations, and supporting the delivery of treasury management solutions. The role also requires analyzing financial operations to maximize revenue opportunities, offering client training on treasury services, and coordinating with internal teams to meet client needs.
Qualifications
- Proficiency in Treasury Management, Cash Management, and Money Management
- Strong Analytical Skills to assess and optimize financial processes
- Experience or knowledge in Finance and related financial systems
- Exceptional organizational and multi-tasking abilities with attention to detail
- Customer-focused mindset with excellent communication and relationship-building skills
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field preferred
- Familiarity with banking regulations and financial compliance is an advantage
- Proficiency with financial and treasury software systems is a plus