Banking 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

The Banking Specialist supports the management of community association bank accounts by assisting with account maintenance, documentation, and banking-related requests. This role provides administrative and operational support within a fast-paced, centralized accounting services environment serving community associations across North America. The position is ideal for individuals looking to build a foundation in banking operations, customer service, and accounting support. Candidates for this position must meet Associa's credit requirements.

This position is part of Associa's Customer Shared Services Center (CSSC), which provides centralized financial and accounting support across the organization. The role is based onsite in Richardson, TX.

Essential Duties and Responsibilities:

• 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.

Qualifications

Knowledge, Skills, and Abilities:

• Strong written and verbal communication skills.
• Proficiency in Microsoft Office applications, with an emphasis on Excel.
• Customer service experience and a commitment to providing responsive support.
• Basic understanding of accounting principles and financial processes.
• Strong problem-solving, organizational, and time management skills.
• Ability to manage multiple tasks while maintaining accuracy in a fast-paced environment.
• Ability to work independently and collaboratively across departments.
• Experience with Complete Control for Communities (C3) software preferred but not required.
• Experience using web-based ticketing systems preferred but not required.
• Understanding of the Community Association Management industry preferred but not required.
• Experience working in an Accounting Shared Services Center environment preferred but not required.

Education and Experience

• High School Diploma or GED required.
• Associate degree in Accounting, Business, Finance, or a related field preferred but not required.
• 0-3 years of banking, customer service, administrative, or accounting support experience preferred.
• Equivalent combinations of education and experience may be considered.

Company Description

With more than 300 branch offices across North America, Associa is building the future of community for more than 7.5 million residents worldwide. Our 15,000+ team members lead the industry with unrivaled education, expertise, and trailblazing innovation. For more than 48 years, Associa has brought positive impact and meaningful value to communities. To learn more, visit www.associaonline.com.