Job Description

The Banking Specialist is responsible for receiving and processing requests to open, close and update bank account information. This is an accounting support position in a fast-paced centralized accounting services environment providing financial services to community associations throughout North America. Candidates for this position must meet Associa's credit requirements.


Duties include but are not limited to:

• Provide comprehensive bank related customer service to US Branch offices

• Facilitate client needs with partner banks (Opening/Closing/Maintaining HOA bank accounts)

• Work with departments across shared services center to ensure operational efficiency for various accounting functions

• Monitor, log, and retrieve HOA bank statements

• Transaction research

• Manage Bank Information in Complete Control for Communities (C3).

• Update signature cards as requested.

• Generate banking reports within Complete Control for Communities (C3).

• Other duties as assigned.

• Good written and verbal communication skills
• Proficient in Microsoft Office, especially Excel
• Experience in customer service
• Basic understanding of accounting functions
• Problem solving and time management skills
• Complete Control for Communities (C3) software preferred but not required
• Experience operating within web-based ticketing service preferred but not required
• Understanding of our experience in the Community Association Management Industry preferred but not required
• Experience working in an Accounting Shared Services Center environment preferred but not required

• High School Diploma or GED Required

• 1 - 3 years of banking experience preferred

Job Tags

Similar Jobs