Jobs · Finance · Texas

Banking Specialist I

Associa · Richardson, TX · 2 wk ago
FinanceFull-time

Duties

  • 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
  • Manage Bank Information in Complete Control for Communities (C3)
  • Update signature cards as requested
  • Generate banking reports within Complete Control for Communities (C3)

Requirements

  • 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

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