Banking Specialist Team Lead at Associa Canada

Richardson, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Jan, 26

Salary

0.0

Posted On

05 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication Skills, Customer Service, Microsoft Office, Excel, Accounting Functions, Problem Solving, Time Management, Transaction Research

Industry

Real Estate

Description

With more than 225 branch offices across North America, Associa is building the future of community for nearly five million residents worldwide. Our 11,000+ team members lead the industry with unrivaled education, expertise, and trailblazing innovation. For more than 43 years, Associa has brought positive impact and meaningful value to communities. To learn more, visit www.associaonline.com. Job Description TheBanking Specialist Team Leadis 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 Requirements 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 We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

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Responsibilities

The Banking Specialist Team Lead is responsible for receiving and processing requests to open, close, and update bank account information. This role involves providing comprehensive bank-related customer service to US Branch offices and facilitating client needs with partner banks.