Banking Specialist

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.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

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.

MINIMUM REQUIREMENTS:

• High School Diploma or GED Required
• 1 – 3 years of banking experience preferred

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES:

• Detail-oriented
• 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

DESIRED KNOWLEDGE, SKILLS AND ABILITIES:

• Complete Control for Communities (C3) software preferred but not required
• Experience operating within web-based ticketing service preferred but not required
• Understanding of or experience in the Community Association Management Industry preferred but not required
• Experience working in an Accounting Shared Services Center environment preferred but not required