Accounts and Banking Administrator

RTI/Community Management Associates, Inc.; Plano (TX); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401K

Education reimbursement

Vacation and sick days

Job summary

CMA is seeking an Accounts and Banking Administrator to support banking, tax, audit, association records, and client onboarding activities. This role collaborates with banks, CPAs, association managers, boards, and internal teams to ensure accurate financial processing.

The ideal candidate will have strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment, while delivering reliable service to our clients and stakeholders.

Qualifications

• High school diploma or GED required; some college preferred.
• Two years of related experience and/or training, or an equivalent combination.
• Strong organizational, analytical, problem-solving, and communication skills.
• Ability to prioritize multiple tasks and work with minimal supervision.
• Professional, tactful, and customer-service oriented.
• Proficiency with standard office software and online banking tools.

Responsibilities

• Coordinate opening and closing association bank accounts and manage online banking access.
• Process debit/credit card requests, fraud alerts, wires, and other banking needs.
• Monitor balances, CDs, ACH, e-checks, and payment issues; report variances.
• Obtain, track, and distribute tax returns, audit documents, and approvals.
• Maintain association records, governing documents, and registered agent data.
• Support turnover and onboarding with checklists and documentation.
• Communicate professionally with banks, CPAs, boards, and internal teams.
• Perform other duties to support CMA's mission.

Skills

Organizational skills

Analytical thinking

Communication skills

Problem solving

Education

High school diploma or GED

Tools

Email

Word processing

Spreadsheets

Internet applications

Job description

CMA is seeking an Accounts and Banking Administrator to support banking, tax, audit, association records, and client onboarding activities. This position works under the direction of the Accounts and Banking Administrator Supervisor and collaborates with banks, accountants, association managers, boards, CPAs, and other stakeholders.

Key Responsibilities

• Coordinate opening and closing association bank accounts and manage online banking access.
• Process debit card and credit card requests, fraud alerts, wire transfers, and other banking needs.
• Monitor bank balances and assist with CDs, CDARS, interest rates, ACH, e-checks, and payment issues.
• Obtain, track, and distribute tax returns, audit documents, and related approvals.
• Maintain association records, management certificates, governing documents, and registered agent information.
• Support association turnover and new-client onboarding, including tracking checklists and required documentation.
• Communicate professionally with banks, association boards, management companies, CPAs, and internal teams.
• Perform other duties as needed to support the company's mission.

Qualifications

• High school diploma/GED required; some college preferred.
• Two years of related experience and/or training, or an equivalent combination of education and experience.
• Strong organizational, analytical, problem-solving, and communication skills.
• Ability to prioritize multiple tasks, exercise sound judgment, and work with minimal supervision.
• Professional, tactful, and customer-service oriented.
• Proficiency with email, word processing, spreadsheets, internet applications, and other standard office software.

What we offer

CMA strives to provide competitive compensation and a benefits program that truly invests in our team! We provide on-the-job training, competitive pay, and a full benefits package including Medical, Dental, Vision and Life insurance, as well as 401K, education reimbursement, vacation, sick days and more!

We are Community

Privately owned and founded in 1983, CMA remains true to the values that have set it apart for decades. We strive to set the bar in our industry, serving our external clients (as well as internal team members) with respect, integrity, and urgency. Together, we promote charity, health and wellness, and a lighthearted spirit on the job. We are looking for like-minded professionals to join us.