Treasury Management Specialist

W e 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, and SBA loans—all designed to power a better future.

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.

Join the Movement

We’re looking for  driven, mission-aligned individuals  ready to make an impact. Our team is made up  of goal-setters, go-getters, and changemakers . We celebrate wins, tackle challenges head-on, and push the boundaries of what banking can do.

If you’re passionate about sustainability, fueled by purpose and excellence and thrive in a fast-paced and results-driven environment, this is your place.

Now Hiring: Treasury Management Specialist 

We’re looking for a Remote Treasury Management Specialist , you’ll play a key role in delivering exceptional support for our Treasury Management services. You’ll be the go-to expert for business online banking clients and branch teams, ensuring smooth onboarding, top-notch training, and outstanding client experiences.

This role is perfect for someone who thrives in a fast-paced environment, loves problem-solving, and is excited to lead a team toward excellence. If you’re ready to combine your financial expertise with a commitment to sustainability and innovation, we’d love to meet you!

This is more than a job — it’s your opportunity to make a difference!

Thrive at Climate First Bank

At Climate First Bank, we’re not just building a better future for the planet — we’re also investing in yours. We offer a comprehensive, people-first compensation and 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. To determine the specific salary offered for this role, we consider industry salary ranges, existing salary structures for this job family, background, skill and experience. The total compensation package will be determined based on factors such as position level, experience and other job-related factors.

Health Coverage — 100% Paid by Us (employee coverage, employer contribution towards dependents); includes medical, dental, vision and Telemedicine.

Financial Wellness & Wealth Building — we invest in your future with our 401(k) with a 6% Employer Match and no Vesting Period and Employee Stock Options.

Exclusive Employee Banking Perks — take advantage of our employee only products like our interest-earning checking account, 0% Financing for Employee Solar Loans and Eligible Electric Vehicles (EVs) or our Employee Mortgage Product.

Generous Paid Time Off — rest, recharge and do good with a minimum of 2 weeks paid vacation plus sick time, paid holidays and paid time off for volunteering.

Protection & Peace of Mind — we help you prepare for whatever life throws at you with our company paid Life Insurance, Short- & Long-Term Disability Insurance, Voluntary Life, Accident & Critical Illness Coverage and our Employee Assistance Program (EAP) with free counseling, legal, and financial services.

What You’ll be driving as a Treasury Management Specialist

  Lead & Support: Guide and mentor the Treasury Management Support Team to deliver exceptional client service.

Drive Compliance & Risk Management: Monitor ACH services for compliance with NACHA regulations, identify underutilized services, and reduce fraud risk.

Client Education: Ensure clients receive annual updates on NACHA rules and regulations.

Oversee Daily Operations: Manage business internet banking, ACH originators, Merchant Capture (RDC), wire originators, Bill Pay, and Positive Pay services—ensuring seamless setup, troubleshooting, and training.

Transaction Oversight: Review and process originated transactions, schedule new payments, handle returns, and balance entries.

Continuous Improvement: Develop and refine procedures, welcome packets, and forms to boost efficiency and minimize risk.

Reporting & Analysis: Create and maintain reports in the Reporting Model System and BI tools.

Risk & Audit Readiness: Assist with risk assessments and ensure successful audit outcomes.

Champion Sustainability: Embrace and promote Climate First Bank’s core values, ESG principles, and eco-friendly practices in your daily work.

What You’ll Leverage in this Role

Experience: 5+ years in Treasury Management Operations leadership or supervisory roles.

Banking Expertise: Prior experience in banking sales, service, and management.

Certifications: AAP certification is a big plus!

Skills: Strong accounting and math skills, excellent organizational and communication abilities, and proficiency in Microsoft Office.

Mindset: Adaptable, detail-oriented, and ready to thrive in a dynamic environment.

What to expect from your physical environment:

• Remote role.
• Sustained standing and sitting.
• Frequent communication (speaking and listening) in person, via email, text, phone or video chat.
• Frequent use of PC, including typing or sustained attention to monitor.
• Occasional lifting of basic office files or equipment up to 20 lbs.

What to expect from the hiring process:

• Our process follows the Topgrading Methodology — we hire A-Players, follow an in-depth structured process and prioritize transparency and honesty.
• We check credit and background upfront — as a financial institution, mitigating risk is at the center of everything we do. In accordance with all applicable laws and regulations, we conduct credit and background checks as the first step of the hiring process.
• You will learn a lot more about us! Through 3 conversation stages, you will meet key players in the process and have an opportunity to truly get to know us. We welcome questions and transparent dialogue!
• We want to get to know you! You will complete cognitive and personality assessments, as well as an in-depth application spanning your full education and work history — a process designed to help us understand the whole you, not just snapshots in time.
• As the last step in the process, we will ask you to connect us to former mentors and managers for a brief chat.
• HOW TO APPLY:
  • You can easily apply through the official application link. Resumes sent via email or other unofficial channels may be reviewed with significant delays or not at all.
  • All applicants will receive confirmation that their application has been received.
  • We can’t wait to meet you! But we often receive large volumes of applications that can significantly impact processing times. We appreciate your patience!
  • We will email or text you with updates on your application and will be alongside you every step of the way!

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.