Treasury Management Specialist

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 , Downtown Orlando 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. Please note that benefit eligibility varies by employment status and that benefits for part-time employees may differ from those listed below. 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 looking for a Treasury Management Specialist who will support the implementation, servicing, and ongoing maintenance of commercial Treasury Management and Business Online Banking clients. This role ensures products and services are established accurately and efficiently in accordance with customer authorization, bank approvals, operational procedures, and internal controls. What You’ll Contribute: Client Implementation & System Administration Implement and maintain Treasury Management and Business Online Banking relationships for new and existing commercial clients. Establish and maintain client profiles, companies, accounts, users, roles, entitlements, transaction limits, and payment services within applicable banking systems. Perform customer and account-level maintenance in Jack Henry systems and support ACH origination, domestic and international wires, Positive Pay, Remote Deposit Capture, Mobile Deposit, Business Bill Pay, and dual-control services. Documentation, Authorization & Quality Control Review enrollment and maintenance documentation for completeness, accuracy, authorization, approved services, accounts, limits, users, and entitlements. Perform quality-control reviews to confirm system setups match approved customer documentation and bank approvals. Identify and resolve incomplete documentation, conflicting instructions, or system discrepancies before services are implemented or changed. Client & Partner Support Troubleshoot client access, entitlement, payment, and system-related issues and take ownership through resolution. Partner with clients, bankers, branch personnel, internal operations teams, and third-party vendors to resolve Treasury Management issues. Escalate system issues to Jack Henry or other vendors when appropriate and assist clients and internal partners with product and system questions. Controls, Documentation & Process Improvement Maintain accurate records of implementations, maintenance requests, approvals, and completed system changes. Follow established dual-control, information security, risk management, and operational procedures. Maintain procedures, job aids, and checklists; participate in initiatives that improve efficiency, accuracy, controls, and the client experience. Team Support Provide backup and support to other members of the Treasury Management team as business needs require. Manage competing implementations, maintenance requests, and service issues while contributing effectively in a collaborative