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Open nowFirst seen 2 days ago

Banking Specialist

Associa400 open roles

Where
Richardson, TX, USA
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Your applicationOpen nowBanking SpecialistAssocia · Richardson, TX, USA

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Associa's own form.

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The clock on this job

Early applications get read.

12.1% of postings close within 7 days. Measured by our own scanner across the market. Associa postings stay open a median of 1 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.1%7 days
  4. 19.1%14 days
  5. 35.6%30 days
  6. 52.7%60 days
This job: first seen 2 days ago

Associa median: 1 days open

The posting

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.

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.
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