Banking Coordinator

Firstservice-Residential; Irvine (CA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401K match

Medical, dental, and vision plans

Paid holidays

Tuition reimbursement

Pet insurance

Job summary

FirstService Residential is seeking a Banking Coordinator to support Global Treasury Services in daily banking operations, cash management, and client account administration. You will process electronic transfers, coordinate with banks, and ensure client accounts are set up accurately across platforms.

The role requires strong analytical skills, proficiency in Excel, and experience in treasury or banking operations; real estate experience is a plus.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• 1–2 years of treasury, banking, finance, or operations experience; multi-entity/shared services a plus.
• 2–3 years of customer service experience in a service industry.
• Strong proficiency in Windows and Microsoft Office (Outlook, Word, OneNote, Teams, Excel).
• Real estate experience is a plus.

Responsibilities

• Review, process, and respond to Treasury requests via the CRM ticketing system.
• Open, fund, and close bank accounts for management clients.
• Process daily electronic transfers (ACH, wires, internal transfers).
• Monitor daily cash activity and maintain liquidity.
• Maintain Excel, SharePoint, Smartsheet, and databases for tracking and reporting.

Skills

Analytical skills

Organizational skills

Communication

Banking platforms

Problem solving

Proficiency in Excel

Education

Bachelor’s degree in Finance

Bachelor’s degree in Accounting

Business Administration

Tools

Excel

DocuSign

Smartsheet

Zendesk

Job description

Description

The Banking Coordinator supports the Global Treasury Services in managing daily banking operations, cash management activities, and client account administration. This role is responsible for processing and reconciling electronic transfers, coordinating with banking partners, and ensuring accurate setup of client accounts across platforms. The Banking Coordinator serves as a key liaison between internal teams and external banks, ensuring compliance with company policies and providing exceptional service to management clients.

Your Responsibilities

The job duties listed are typical examples of the work performed by positions in this job classification. Not all duties assigned to every position are included, nor is it expected that all positions will be assigned to every duty.

Essential Duties

• Review, process, and respond to all assigned Treasury requests through the CRM ticketing system.
• Support the relationship management team with opening, funding, and closing bank accounts for management clients.
• Prepare and analyze banking documents containing clients’ personal information.
• Work with banking partners to facilitate account openings, fundings, closures, and resolve account issues.
• Ensure new accounts are set up accurately in accounting platforms and provide account information to local Treasury Departments.
• Process daily electronic transfers (ACH, wires, internal transfers) for management clients.
• Monitor daily cash activity, ensure proper funding, and investigate discrepancies.
• Assist with forecasting cash needs and maintaining adequate liquidity.
• Maintain and update Excel, SharePoint, Smartsheet, and other databases for tracking and reporting purposes.
• Monitor transactions to ensure supporting documentation is submitted and expenses are approved each month.
• Liaise with banking partners and internal teams to identify issues, suggest corrective procedures, and implement solutions.
• Assist Treasury leaders with the development and maintenance of Standard Operating Procedures (SOPs).
• Participate in special projects and support additional treasury functions as assigned.

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.

• Strong analytical and problem-solving skills with the ability to interpret financial data and recommend solutions
• Excellent organizational skills and attention to detail; ability to manage multiple priorities in a fast-paced environment
• Effective written and verbal communication skills, with the ability to interact professionally with internal teams and external partners
• Proficiency in Microsoft Excel and other Office applications; experience with platforms such as DocuSign, Smartsheet, and Zendesk is preferred
• Self-motivated and proactive, with a collaborative mindset and a commitment to continuous improvement
• Familiarity with banking platforms and treasury functions such as account management, signature authority, and cash management is strongly preferred

Education & Experience

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
• 1-2 years of relevant experience in treasury, banking, finance, or operations; experience in a multi-entity or shared services environment is a plus
• 2-3 years of customer service experience in a service industry setting.
• Must have strong proficiency in Windows and Microsoft Office, (Outlook, Word, OneNote, Teams, and Excel, etc.).
• Real estate experience a plus.

Physical Requirements & Working Environment

• Sitting at a desk for extended periods of time
• Dexterity for keyboard and mouse use
• Ability to lift up to 30 lbs.

Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Hours over and above normal office hours will occur, including evenings. The schedule is subject to change based on business needs.

Tools & Equipment Used

• General office equipment

What We Offer

• Medical, dental, and vision plans (full time and those working 30+ hours)
• Part time 20+ hours qualify for dental and vision
• 401K match
• Time off including vacation, sick, and company paid holidays
• Pet insurance available
• Tuition reimbursement
• Legal services
• Free emotional wellbeing and daily life assistance support for all associates
• Domestic partner coverage
• Health savings account
• Flexible spending account

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.

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. All offers of employment with FirstService Residential are contingent upon a satisfactory background check.

Automated Employment Decision Tool (AEDT) Usage

We may utilize an Automated Employment Decision Tool (AEDT) in connection with the assessment or evaluation of candidates. The AEDT is designed to assist in objectively evaluating candidate qualifications based on specific job-related characteristics.

Job Qualifications and Characteristics Assessed

The AEDT evaluates candidates based on job qualifications and characteristics pertinent to the role, including skills, experience, and competencies relevant to the position requirements. These qualifications are determined by the unique needs of each role within our company.

Alternative Selection Process or Reasonable Accommodations

Candidates who require an alternative selection process or a "reasonable accommodation," as defined under applicable disability laws, may make a request through our designated contact channel [e-mail].

Requesting Information About the AEDT - NYC Local Law 144

Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies. To submit a request, please contact us at [e-mail]; we will respond in accordance with Local Law 144, within 30 days.