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Banking Specialist I

Associa · Richardson, TX
Full-timeFinance & InsuranceEntry Level$136,000–$184,000/yr
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About the Banking Specialist I role

Banking Specialist I positions focus on delivering results in their domain. This page aggregates open Banking Specialist I roles and what employers typically expect.

The **Banking Specialist** is responsible for receiving and processing requests to open, close and update bank account information. This is an accounting support position in a fast-paced centralized accounting services environment providing financial services to community associations throughout North America. Candidates for this position must meet Associa’s credit requirements. **Duties include but are not limited to:** - Provide comprehensive bank related customer service to US Branch offices - Facilitate client needs with partner banks (Opening/Closing/Maintaining HOA bank accounts) - Work with departments across shared services center to ensure operational efficiency for various accounting functions - Monitor, log, and retrieve HOA bank statements - Transaction research - Manage Bank Information in Complete Control for Communities (C3). - Update signature cards as requested. - Generate banking reports within Complete Control for Communities (C3). - Other duties as assigned. **Desired Knowledge, Skills, and Abilities:** - Good written and verbal communication skills - Proficient in Microsoft Office, especially Excel - Experience in customer service - Basic understanding of accounting functions - Problem solving and time management skills - Complete Control for Communities (C3) software preferred but not required - Experience operating within web-based ticketing service preferred but not required - Understanding of our experience in the Community Association Management Industry preferred but not required - Experience working in an Accounting Shared Services Center environment preferred but not required **Education and Experience:** - High School Diploma or GED Required - 1 – 3 years of banking experience preferred

Salary estimate

$136,000 – $184,000/yr
Provided by the employer.

Skills for this role

ExcelAccountingCommunication

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About Associa

Associa is actively hiring on Jobedly. Explore their open roles and what it's like to work there.

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