Banking Specialist

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.

Requirements:

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.