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Skills
Analysis Skillsunmatched
Banking Servicesunmatched
Business Bankingunmatched
Business Portalunmatched
Business Supportunmatched
Communication Skillsunmatched
Credit Unionunmatched
Customer Experienceunmatched
Dental Insuranceunmatched
Establish Prioritiesunmatched
Financial Planningunmatched
Financial Servicesunmatched
Flexible Spending Accountsunmatched
Identify Issuesunmatched
Interpersonal Skillsunmatched
Leadershipunmatched
Legalunmatched
Loan Closingunmatched
Mathematicsunmatched
Microsoft Product Familyunmatched
Needs Assessmentunmatched
Presentation/Verbal Skillsunmatched
Problem Solving Skillsunmatched
Process Improvementunmatched
Quality Assuranceunmatched
System Testunmatched
Team Playerunmatched
Time Managementunmatched
Treasuryunmatched
Treasury Managementunmatched
Vision Planunmatched
Writing Skillsunmatched
Description
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