Banking Operations Specialist for Community Associations

Associa; Richardson (TX); On-site; USD 42,000 - 54,000; Full time

Job summary

Associa in Richardson, TX is seeking a Banking Specialist I to support management of community association bank accounts, handling maintenance, documentation, and banking requests within a centralized accounting services environment serving North America.

Ideal candidates will have strong communication, Excel proficiency, basic accounting knowledge, and the ability to multitask in a fast-paced setting while ensuring accuracy and compliance with procedures.

Qualifications

• Strong written and verbal communication skills.
• Proficiency in Microsoft Excel and other MS Office apps.
• Customer service experience with a responsive approach.
• Basic understanding of accounting and financial processes.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Assist with opening, closing, and updating community banking accounts.
• Provide customer service support to branches on banking inquiries.
• Coordinate with banking partners to maintain account information and docs.
• Organize bank statements and perform basic transaction research.
• Maintain bank info in C3 and update account records as needed.
• Generate standard banking reports in C3.
• Collaborate across departments to support daily banking operations.
• Ensure compliance with procedures and documentation requirements.

Skills

Communication

Excel

Customer service

Accounting basics

Time management

Multitasking

Team collaboration

C3 software

Education

High School Diploma

Associate degree in Accounting/Finance

Tools

C3 software

Ticketing systems

Job description

Associa in Richardson, TX is seeking a Banking Specialist I to support management of community association bank accounts, handling maintenance, documentation, and banking requests within a centralized accounting services environment serving North America.

Ideal candidates will have strong communication, Excel proficiency, basic accounting knowledge, and the ability to multitask in a fast-paced setting while ensuring accuracy and compliance with procedures.