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 environment.

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 One year of hands-on Jack Henry banking system experience required; SilverLake and/or Jack Henry Treasury Management experience strongly preferred.

• Minimum Five years of experience in Treasury Management, business banking, electronic banking, deposit operations, or a related banking operations environment preferred.

• Working knowledge of ACH, wires, Positive Pay, Remote Deposit Capture, commercial online banking, user access, permissions, transaction limits, and dual-control concepts.

• Experience with banking-system setup, maintenance, client implementation, and translating approved documentation into accurate system configurations.

• Strong analytical, organizational, problem-solving, client-service, written communication, and verbal communication skills; AAP, CTP, or a related certification is a plus.

Detail-Oriented Problem Solver - You take ownership of requests from documented intake through accurate completion. You identify missing or conflicting information, troubleshoot efficiently, and resolve issues before they create downstream operational or client impact.

Organization & Efficiency - You manage multiple implementations, maintenance requests, and service issues while maintaining accurate documentation, clear priorities, and consistent follow-through.

Master Communicator - You communicate clearly and professionally with commercial clients, bankers, branch personnel, internal operations teams, and third-party vendors. You translate technical or operational issues into practical next steps.

Treasury Management Acumen - You understand commercial payment services and controls, including ACH, wires, Positive Pay, Remote Deposit Capture, online banking, transaction limits, user permissions, and dual control. Working knowledge of NACHA requirements is preferred.

Tech-Forward and Analytical Thinking - You navigate multiple banking platforms with confidence, including hands-on Jack Henry experience. Familiarity with SilverLake, Jack Henry Treasury Management, Treasury Management Back Office v2, and Jack Henry digital banking solutions is strongly valued.

Commitment to Being a Team Player - You collaborate across Treasury Management, banking, branch, operations, and vendor teams; share knowledge; provide backup support; and contribute to continuous process improvement.

The Work Environment:

• Remote role within the United States; Eastern Standard Hours.

• Occasional U.S. travel for company events or leadership sessions.

• 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.

Pay Transparency:

The base pay for this role is commensurate with the experience required for the position and is determined using industry standards, internal salary structures, and other job-related factors.

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