Banking Specialist

United States·RichardsonSourcingmid

Other

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Quick Summary

Key Responsibilities

Assist with processing requests to open, close, and update community association bank accounts. Provide customer service support to branch offices regarding banking-related inquiries.

Requirements Summary

Assist with processing requests to open, close, and update community association bank accounts. Provide customer service support to branch offices regarding banking-related inquiries.

Technical Tools

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The Banking Specialist I supports the management of community association bank accounts by assisting with account maintenance, documentation, and banking-related requests. This role provides administrative and operational support within a fast-paced, centralized accounting services environment serving community associations across North America. The position is ideal for individuals looking to build a foundation in banking operations, customer service, and accounting support. Candidates for this position must meet Associa's credit requirements.

Responsibilities

~1 min read

→Assist with processing requests to open, close, and update community association bank accounts.
→Provide customer service support to branch offices regarding banking-related inquiries.
→Support communication and coordination with banking partners to maintain account information and documentation.
→Monitor, retrieve, and organize bank statements for community associations.
→Perform basic transaction research and assist with resolving banking discrepancies.
→Maintain accurate bank account information within Complete Control for Communities (C3).
→Process updates to account records, including signature card changes and account maintenance requests.
→Generate standard banking reports within Complete Control for Communities (C3).
→Collaborate with team members and other departments to support daily banking operations.
→Ensure accuracy and compliance with established procedures and documentation requirements.
→Perform other duties and special projects as assigned.

Strong written and verbal communication skills.
Proficiency in Microsoft Office applications, with an emphasis on Excel.
Customer service experience and a commitment to providing responsive support.
Basic understanding of accounting principles and financial processes.
Strong problem-solving, organizational, and time management skills.
Ability to manage multiple tasks while maintaining accuracy in a fast-paced environment.
Ability to work independently and collaboratively across departments.
Experience with Complete Control for Communities (C3) software preferred but not required.
Experience using web-based ticketing systems preferred but not required.
Understanding of the Community Association Management industry preferred but not required.
Experience working in an Accounting Shared Services Center environment preferred but not required.

High School Diploma or GED required.
Associate degree in Accounting, Business, Finance, or a related field preferred but not required.
0-3 years of banking, customer service, administrative, or accounting support experience preferred.
Equivalent combinations of education and experience may be considered.