Banking Specialist

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

With more than 225 branch offices across North America, Associa is building the future of community for nearly five million residents worldwide. Our 11,000+ team members lead the industry with unrivaled education, expertise, and trailblazing innovation. For more than 43 years, Associa has brought positive impact and meaningful value to communities. To learn more, visit www.associaonline.com.

Job Description

The Banking Specialist I 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.

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.

Requirements

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.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.