Business & Treasury Support Specialist

Business & Treasury Support Specialist

Join the DFCU Financial team today, and discover the benefits, rewards, and development opportunities from one of the largest and best managed credit unions in the country.

The Opportunity: We are seeking a full time Business & Treasury Support Specialist to join our team in Florida. Under general supervision, this role will deliver an exceptional experience every interaction for the member support of business banking and treasury management products including but not limited to deposit products, digital banking, ACH and wire origination, positive pay, remote deposit and other treasury management solutions.

What You'll Do:

• Provides superior member experience in a professional and responsive manner for business members, ensuring accuracy, quality and expediency through various communication channels; e.g., phone or written channels.
• Provide primary support and troubleshooting for business remote (non-branch) channels, including DFCU Business Online and Mobile, Business ACH, Business wires, Business RDC, and other treasury management solutions.
• Conduct quality assurance for business membership and deposit account documents and data.
• Recommend process improvements for internal and external member support.
• Identify training needs based on trends in incoming requests.
• Maintain a high level of policy, process, procedural, and product knowledge.
• Maintain a high level of user knowledge on all banking systems.
• Interface with other departments to provide problem resolution for members.
• Special projects, system testing, and project tasks, as assigned.
• Saturday hours, as required.

What You'll Need:

• Two years of college; Associate degree preferred.
• Demonstrated knowledge of business financial products and services.
• Ability to prioritize competing responsibilities and manage time effectively.
• Basic reasoning and mathematical skills.
• Proficient in Microsoft 365.
• Demonstrated analytical and problem-solving skills.
• Able to initiate and embrace change.
• Excellent interpersonal skills, including written and verbal communication, and ability to work in a team environment.

What We Offer:

• Potential for a hybrid work schedule
• 401k plan match, dollar for dollar up to 4%
• 401k additional employer contribution after one year at 5%
• Employee bonus program
• Medical, dental and vision insurance effective date of hire
• Health savings account (HSA)
• Flexible spending accounts for medical and dependent care expenses
• Adoption assistance for qualified expenses maximum $10,000 per child
• Wellness initiatives and reimbursements
• Pre-paid legal services plan
• Identity protection plan
• Accident supplemental plan
• Short & long term disability plans paid for by company
• Company provided basic life insurance of $50,000 plus supplemental for employee, spouse and child
• Pet Insurance
• Free financial planning assistance
• Numerous fun employee events throughout the year
• Volunteer and community engagement opportunities
• Employee loan discounts (closed-end loans)
• Service / anniversary awards
• Employee discounts for company logo wear
• Employee referral payouts for recruiting your friends and family
• Paid lunch time
• Tuition reimbursement / Education assistance
• Ongoing training opportunities
• Leadership development program
• Paid time off
• Paid holidays (13 per year)
• Flexible scheduling for students

Equal Opportunity Employer / Disabled / Veterans