Job Description
We are changing FINANCE to finance CHANGE!
Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more).
We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.
We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.
We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily.
We love what we do, and we love working with people who are just as excited about our objectives as we are!
Come join our team as a Deposit and Treasury Assistant Manager. As the Deposit and Treasury Assistant Manager you will be responsible for managing the wire function, creating reports and processes for monitoring business functions related to Deposit and Treasury Management Operations and assisting with management of daily operations.
Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment.
Candidates must be local to Central Florida.
Primary Functions :
Manages the Wire System
Develop and maintain reports to monitor and review TM Clients and services.
Assist with creating and updating business online banking processes and procedures.
Assist with ensuring compliance with department procedures .
Assist with case creation and monitoring.
Assist with supervising Deposit and Treasury Operations Specialists in Deposit and Treasury Operations Manager's absence.
Assist with Deposit Operations daily tasks as needed.
Provide support to the Commercial S upport M anager as needed.
Assist with creating and updat ing procedures, TM welcome packets, TM forms to improve efficiencies and reduce risk.
Assist with Risk Assessments.
Provide back-up support for reviewing and authorizing wires.
Provide support for Wire end of day processes.
Assist with reconciling Deposit Operations related GL accounts.
Adopt and practice a commitment to social, economic, environmental, and racial equality.
• Demonstrate interest in contributing to and working by Climate First Bank's Core Values;
• Possess the initiative to obtain education related to ESG and sustainability practices;
• Avoid using single-use plastics; recycle diligently; conserve water and energy in office spaces; use local suppliers when possible, particularly those that are ESG compliant;
• Demonstrate an understanding of and follow established Bank policies, procedures, and regulations, cognizant of transactions, inquiries that appear suspicious, obtaining reasonable and verifiable explanations, notifying the Compliance Officer when necessary;
completion of all web-based compliance training; resolution of all issues concerning BSA report reviews of suspicious activity and or cash transactions.
Specific Requirements :
• Strong communication skills characterized by excellent writing and speaking skills with the ability to compose professional correspondence;
• Proficient in Microsoft Office suite of products to include Word, Excel, Outlook as well as other software used in the department;
• Must be well organized and articulate with attention to detail;
• Possess effective listening skills ; multi-tasking skills; and able to function well under pressure;
Excellent attention to detail, ability to multi-task and manage time effectively.
Educated in financial products and services, banking regulations and laws.
Minimum 5 years Deposit and Treasury Management Operations supervisory experience
Ability to work in a fast-paced environment.
Benefits :
Competitive compensation
Employer paid medical, vision and dental insurance
Employer paid disability and life insurance
401k match
Employee Stock Options
Compelling incentive plans
Employee only rates for certain loan products
Working with an amazing team of dedicated and like-minded individuals!
Being part of an exciting venture with amazing opportunities for growth and opportunities!
Physical Demands : In the performance of respective tasks and duties, all Climate First Bank employees are expected to successfully perform the essential functions of the position.
While performing duties, employees are required to sit, talk, hear, lift up to 20 lbs., and may be required to work evenings and / or weekends, attend remote meetings and / or to travel .
Reasonable employee accommodations will be considered on a case-by-case basis .
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.
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-+ 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-+.
Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more).
We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.
We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.
We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily.
We love what we do, and we love working with people who are just as excited about our objectives as we are!
Come join our team as a Deposit and Treasury Assistant Manager. As the Deposit and Treasury Assistant Manager you will be responsible for managing the wire function, creating reports and processes for monitoring business functions related to Deposit and Treasury Management Operations and assisting with management of daily operations.
Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment.
Candidates must be local to Central Florida.
Primary Functions :
Manages the Wire System
Develop and maintain reports to monitor and review TM Clients and services.
Assist with creating and updating business online banking processes and procedures.
Assist with ensuring compliance with department procedures .
Assist with case creation and monitoring.
Assist with supervising Deposit and Treasury Operations Specialists in Deposit and Treasury Operations Manager's absence.
Assist with Deposit Operations daily tasks as needed.
Provide support to the Commercial S upport M anager as needed.
Assist with creating and updat ing procedures, TM welcome packets, TM forms to improve efficiencies and reduce risk.
Assist with Risk Assessments.
Provide back-up support for reviewing and authorizing wires.
Provide support for Wire end of day processes.
Assist with reconciling Deposit Operations related GL accounts.
Adopt and practice a commitment to social, economic, environmental, and racial equality.
• Demonstrate interest in contributing to and working by Climate First Bank's Core Values;
• Possess the initiative to obtain education related to ESG and sustainability practices;
• Avoid using single-use plastics; recycle diligently; conserve water and energy in office spaces; use local suppliers when possible, particularly those that are ESG compliant;
• Demonstrate an understanding of and follow established Bank policies, procedures, and regulations, cognizant of transactions, inquiries that appear suspicious, obtaining reasonable and verifiable explanations, notifying the Compliance Officer when necessary;
completion of all web-based compliance training; resolution of all issues concerning BSA report reviews of suspicious activity and or cash transactions.
Specific Requirements :
• Strong communication skills characterized by excellent writing and speaking skills with the ability to compose professional correspondence;
• Proficient in Microsoft Office suite of products to include Word, Excel, Outlook as well as other software used in the department;
• Must be well organized and articulate with attention to detail;
• Possess effective listening skills ; multi-tasking skills; and able to function well under pressure;
Excellent attention to detail, ability to multi-task and manage time effectively.
Educated in financial products and services, banking regulations and laws.
Minimum 5 years Deposit and Treasury Management Operations supervisory experience
Ability to work in a fast-paced environment.
Benefits :
Competitive compensation
Employer paid medical, vision and dental insurance
Employer paid disability and life insurance
401k match
Employee Stock Options
Compelling incentive plans
Employee only rates for certain loan products
Working with an amazing team of dedicated and like-minded individuals!
Being part of an exciting venture with amazing opportunities for growth and opportunities!
Physical Demands : In the performance of respective tasks and duties, all Climate First Bank employees are expected to successfully perform the essential functions of the position.
While performing duties, employees are required to sit, talk, hear, lift up to 20 lbs., and may be required to work evenings and / or weekends, attend remote meetings and / or to travel .
Reasonable employee accommodations will be considered on a case-by-case basis .
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.
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-+ 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-+.
💡 Quick Summary
Seeking a career-building opportunity? The Manager treasury position is now open for candidates interested in the Bank Jobs sector. This role in Tampa offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
