Banking & Accounts Support Specialist

Associa; Richardson (AL); Sur place; USD 42 000 - 54 000; Plein temps

Résumé du poste

Associa is seeking a Banking Specialist to support community association bank accounts within our Customer Shared Services Center (CSSC). The role focuses on account maintenance, documentation, and banking-related requests in a fast-paced environment.

Based onsite in Richardson, TX, the position offers exposure to banking operations, customer service, and accounting support across North America. Prior Excel and office software skills are valued for accuracy and efficiency.

Qualifications

• High School Diploma or GED required.
• Associate degree in Accounting, Business, Finance, or a related field preferred.
• 0-3 years banking, customer service, administrative, or accounting support experience preferred.
• C3 software experience preferred but not required.
• Web-based ticketing systems experience preferred but not required.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office, especially Excel.
• Ability to manage multiple tasks in a fast-paced environment.
• Understanding of accounting principles and financial processes.
• Ability to work independently and across departments.

Responsabilités

• Assist with processing requests to open, close, and update community association bank accounts.
• Provide customer service support to branch offices regarding banking-related inquiries.
• Support communication and coordination with banking partners to maintain account information and documentation.
• Monitor, retrieve, and organize bank statements for community associations.
• Perform basic transaction research and assist with resolving banking discrepancies.
• Maintain accurate bank account information within Complete Control for Communities (C3).
• Process updates to account records, including signature card changes and account maintenance requests.
• Generate standard banking reports within Complete Control for Communities (C3).
• Collaborate with team members and other departments to support daily banking operations.
• Ensure accuracy and compliance with established procedures and documentation requirements.
• Perform other duties and special projects as assigned.

Connaissances

Communication

Excel proficiency

Customer service

Accounting fundamentals

Time management

Organizational skills

Multitasking

Team collaboration

C3 software

Formation

High School Diploma or GED

Associate degree in Accounting/Business/Finance

Outils

Microsoft Excel

Complete Control for Communities (C3)

Web-based ticketing systems

Description du poste

Associa is seeking a Banking Specialist to support community association bank accounts within our Customer Shared Services Center (CSSC). The role focuses on account maintenance, documentation, and banking-related requests in a fast-paced environment.

Based onsite in Richardson, TX, the position offers exposure to banking operations, customer service, and accounting support across North America. Prior Excel and office software skills are valued for accuracy and efficiency.