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