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Banking Specialist I at Associa

Richardson, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Feb, 26

Salary

0.0

Posted On

15 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Written Communication, Verbal Communication, Microsoft Office, Excel, Customer Service, Accounting Functions, Problem Solving, Time Management, Complete Control for Communities, Web-Based Ticketing Service, Community Association Management, Accounting Shared Services Center

Industry

Real Estate

Description

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. Qualifications 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

Responsibilities

The Banking Specialist is responsible for receiving and processing requests to open, close, and update bank account information. This role involves providing comprehensive bank-related customer service and ensuring operational efficiency across various accounting functions.