Banking Coordinator

FirstService Residential; Town of Florida (NY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits

Paid time off

401(k) with company match

Holidays

Job summary

FirstService Residential seeks a Banking Coordinator to support Global Treasury Services with daily banking operations, cash management, and client account administration. You will coordinate with banks, process electronic transfers, and ensure accurate onboarding across platforms.

The role requires 1–2 years in treasury or banking, strong analytical skills, and proficiency with Excel. Travel is minimal, with comprehensive benefits and a multi-entity environment exposure.

Qualifications

• 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
• 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

Responsibilities

• 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)

Skills

Treasury operations

Banking knowledge

Excel proficiency

Attention to detail

Communication skills

Education

Finance/Accounting degree

Tools

DocuSign

Smartsheet

Zendesk

SharePoint

Job description

Description

Job Overview:

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.

Skills & Qualifications:

• 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).

Knowledge & Skills:

• 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
• 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

Travel:

5%

Travel to local/regional offices when necessary.

What We Offer:

As an associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, vision. In addition, you will be eligible for time off benefits, paid holidays, and a 401k with company match.

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

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.