Banking Specialist I

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. 

Desired Knowledge, Skills, and Abilities: 

• 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 

Education and Experience: 

• High School Diploma or GED Required 

• 1 – 3 years of banking experience preferred