Banking Coordinator

at  FirstService Residential

JOB OVERVIEW:

The Banking Coordinator provides treasury and banking support for our homeowner’s association. This includes depositing payments received for homeowner accounts and other misc. payments, executing authorized banking transactions, and monitoring assigned invoices during the accounts payable process.
Compensation: $19-19.50/hr

SKILLS & QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Basic knowledge of Microsoft Applications, (Outlook, Access, Excel and Word).
• Good written and verbal communication skills.
• Prior banking or bookkeeping experience; or experience in a related field.
• Use all tools provided and instructed for tracking requests and monitoring progress.
• Follows quality system procedures.
• Timely for work and meetings.
• Professionalism exhibited in dress and demeanor.
• Works collaboratively within a team and individually.
• Adherence to service principle.
• Use of forms and procedures established by the company.
• Write correspondence to the standards established by the company.
• Organization of workspace.
• Attendance at all mandatory company functions.
• Other duties as assigned.

EDUCATION & EXPERIENCE:

• Bachelor’s Degree preferred or equivalent combination of education and experience.

PHYSICAL REQUIREMENTS AND WORKING ENVIRONMENT:

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Must be able to lift 25 lbs.
• Must have finger dexterity for typing/using a keyboard.
• Work duties may require the ability to sit for prolonged periods of time.
• Consistent and regular attendance required.

Tools & Equipment Used:

• Computer and peripherals, standard and customized software applications and tools, and usual office equipment.

ABOUT US:

FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United States and Canada.
Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace culture. Our 19,000 associates can count on competitive salaries, top-tier medical, dental, and retirement benefits, career training, and support for continued professional development.

EXPERIENCE EXCEPTIONAL SERVICE WITH A FULFILLING CAREER IN PROPERTY MANAGEMENT WITH FIRSTSERVICE RESIDENTIAL.

To learn more about our company and culture, please visit www.fsresidential.com/california

DISCLAIMER

The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties, and responsibilities to this job at any time.
FirstService Residential is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status.
Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with federal and state laws, as well as applicable local ordinances. All offers of employment with FirstService Residential are contingent upon a satisfactory background check.

YOUR RESPONSIBILITIES:

The department consists of a team of Banking Coordinators who will rotate into one of the job’s core functions for a pre-determined period of time. At any given time, each individual Banking Coordinator will be assigned to one or more of the below core functions.

Core Function: DEPOSITS

• Remote deposit processing via check scanner
• Preparation of manual deposits where applicable
• Process on-line electronic deposit checks for clients and monitor the destruction of checks on a monthly basis.
• Research and handling of unidentified items.
• Reconciliation

Core Function: BANK ACCOUNTS

• Maintain association bank accounts, including opening and closing of accounts as authorized by association board of directors
• Facilitate updates to bank signature cards when requested
• Manage notices of dormant accounts / address changes
• Scanning and retention of bank documents

Core Function: MAIL

• Perform mail duties, including:
• Pick-up of all checks/mail from deposit drop sites and office mailboxes.
• Sort and distribute mail to appropriate parties for processing.
• Opening of mail and batching checks in preparation for deposit.
• Research and handling of unidentified items.
• Manage email requests.
• Order bank supplies when needed.

Core Function: TRANSFERS

• Execute bank-to-bank transfers and related transactions, including:
• ACH and wire transfers
• Check requests to banks
• Code vendor invoices in AP Workflow process
• Timely and diligent follow-up on uncompleted items or transactions

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Basic knowledge of Microsoft Applications, (Outlook, Access, Excel and Word).
• Good written and verbal communication skills.
• Prior banking or bookkeeping experience; or experience in a related field.
• Use all tools provided and instructed for tracking requests and monitoring progress.
• Follows quality system procedures.
• Timely for work and meetings.
• Professionalism exhibited in dress and demeanor.
• Works collaboratively within a team and individually.
• Adherence to service principle.
• Use of forms and procedures established by the company.
• Write correspondence to the standards established by the company.
• Organization of workspace.
• Attendance at all mandatory company functions.
• Other duties as assigned

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Must be able to lift 25 lbs.
• Must have finger dexterity for typing/using a keyboard.
• Work duties may require the ability to sit for prolonged periods of time.
• Consistent and regular attendance required