Treasury Management Specialist at Climate First Bank

United States

We are changing FINANCE to finance CHANGE! At Climate First Bank, we’re redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services—including solar, residential, commercial, ESOP Banking, Structured Finance and SBA loans—all designed to power a better future. We’re proud to be a Certified B Corporation, a member of 1% for the Planet, and part of the Global Alliance for Banking on Values (GABV), reflecting our deep commitment to sustainability, transparency, and ethical banking. With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we’re proving that banking can be a force for good. We don’t just support environmental and social causes—we’re built on them. Under our Holding Company, Climate First Bancorp, we are also powered by OneEthos. OneEthos operates at the intersection of fintech and traditional banking to expand access to inclusive, values-driven financial services. Regulated by the Federal Reserve Bank, it equips Community Banks, Credit Unions, CDFIs, and Green Banks with ethical lending tools—especially in climate finance and solar lending. Join the Movement We’re seeking driven, mission-aligned individuals ready to make an impact. If you’re passionate about sustainability, thrive in a fast-paced, results driven environment, and want to be part of something bigger, you will feel right at home. Our team is one of goal-setters, go-getters, problem solvers, thought leaders, and changemakers. We celebrate wins, tackle challenges head-on, and push boundaries. Fueled by purpose, we thrive where perseverance and passion turn ambitious goals into reality. Thrive at Climate First Bank At Climate First Bank, we’re investing in your future. We offer a comprehensive, people-first benefits package that supports your health, finances, and work-life balance. Compensation — In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. Actual compensation is based on industry salary ranges, internal salary structures, experience, skills and other job-related factors. Health Coverage — 100% employer-paid for employees; employer contribution for dependents by Us Medical, Dental & Vision Insurance Health Savings Account (HSA) Free Telemedicine access via Teladoc Financial Wellness & Wealth Building 401(k) with 6% Employer Match — No Vesting Period. Employee Stock Options Exclusive Employee Banking Perks 0% Financing for Employee Solar Loans Employee Only Mortgage Product with exclusive interest rates and terms. 0% Financing for Eligible Electric Vehicles (EVs) Referral Incentives Generous Paid Time Off 2–4 Weeks of Vacation based on officer level plus additional tenure-based time. 64 Hours of Paid Sick Time for all full-time employees. Protection & Peace of Mind Company-Paid Life Insurance Short- & Long-Term Disability Insurance Voluntary Life, Accident & Critical Illness Coverage Employee Assistance Program (EAP) with free counseling, legal, and financial services. Now Hiring: Treasury Management Specialist We’re seeking a Treasury Management Specialist who’ll be a part of our Deposit & Treasury Operations team and will serve as the subject matter expert for treasury products and services. You will uphold and enhance our standards for exceptional support is provided for both business Online Banking clients and branch staff. You will monitor the onboarding and training of business online banking clients, manage the account and customer reviews, report reviews processes, and assist with escalations through researching online banking and TM service issues to resolution. What You’ll Contribute: Risk Management Assist with risk assessments & help achieve positive audit outcomes. Ensure that clients are notified annually regarding updates to NACHA rules and regulations. Ensure reports are reviewed for service usage and transaction limits to identify underutilized services and reduce fraud risk. Review increase logs for TM services to ensure approvals are documented and updated as required. Procedures & Reporting Develop and improve procedures, welcome packets, and TM forms to promote efficiencies and reduce risk. Create and update reports within the Reporting Model System and BI, especially those to monitor and review Treasury Management Clients and services to ensure ACH services which require compliance with NACHA regulations. Review service usage and transaction limits to identify underutilized services and reduce fraud risk. Treasury Management Ensure efficient management of the daily operations for the department including business internet banking, ACH originators, Merchant Capture (RDC), wire originators, Bill Pay, Check/ACH Positive Pay, Insured Cash Sweep and Lockbox, ensuring set-up, troubleshooting, training and regular reviews. Review customer requests, schedule new payments, modify existing payments, process returns, process wires and balance the originated entries. Champion Our Mission, Protect What Matters Adopt a commitment to environmental, social, economic, and racial justice. Stay informed of applicable regulatory requirements and complete all mandatory compliance and IT training. Pursue and demonstrate an understanding of established Bank policies, procedures, and regulations. Question suspicious activity and collaborate closely with the respective department(s) to help prevent fraudulent activity. What Makes a Stand-Out Candidate: Experience & Education Minimum of 5+ years of progressive experience within treasury operations. Experience primarily in banking sales, service and management and ideally supported by an AAO certification. Jack Henry Silverlake experience preferred. Entrepreneurial Self-Starter - You take charge of your work product and take pride in delivering consistently great and measurable results. You proactively drive projects to completion while solving problems efficiently and operate with great attention to detail and limited supervision. A high-pace and high-expectation environment excites you and you can’t wait to push yourself to new professional heights in a company that rewards high performance. Organization & Efficiency- You manage your time expertly, stay focused under pressure, and stay agile in an ever-changing environment. You’re a master multitasker and consider “dropped balls” a four-letter word. Dynamic, creative and high growth environments inspire you and allow you to perform at your best. You operate with maximum precision and ensure that your work product is error free. Master Communicator- You communicate with confidence, precision, and professionalism. You listen deeply and respond thoughtfully and engage stakeholders at all levels efficiently and tactfully. Banking & Fintech Acumen - Your background is primarily in banking, and you understand banking, banking processes and products deeply. You are also a compliance wiz with excellent knowledge of regulatory requirements. Tech-Forward and Analytical Thinking - You learn new tools quickly, are excited by innovation and leverage technology to optimize your work product and streamline processes. You are well versed in Microsoft Office programs, especially Excel. Commitment to Being a Team Player - You lift others up, share ideas, and bring positive energy to everything you do. You know what it takes to operate as a part of a larger team and cherish opportunities to contribute to the big picture. You’re dependable, communicate clearly and always happy to lend a hand where needed. The Work Environment: Remote role within the United States; Eastern Standard Hours. Occasional U.S. travel for company events. Tobacco-Free employer. All employees must affirm to be non-smokers or affirm commitment to cessation within 90-days of offer acceptance. Sustained standing and sitting, frequent communication (speaking and listening) and use of PC, including typing or sustained attention to monitor, occasional lifting up to 20 lbs. The Hiring Process: Applications must be submitted through the official application link. Resumes sent via other channels may be delayed or bypassed. Processing times may vary. Candidates selected to move forward will be contacted by the hiring team. Our process follows the Topgrading Methodology — we hire A-Players through a structured, transparent process that includes: Cognitive and personality assessments An application form spanning your full education and work history 3 conversation stages with key team members- get to know us! Credit and background checks conducted before the final interview Final Step: Connect us with former mentors and managers of our choice for reference chats. We do not offer visa sponsorship and will not pursue candidates without valid work authorization. Equal Opportunity Statement: At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. Equal Opportunity Employer/Disability/Veterans E-Verify Statement: This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9