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Client Banking Specialist

Remote / Online - Candidates ideally in
Cape Coral, Lee County, Florida, 33904, USA
Listing for: Imagine360, LLC
Full Time, Remote/Work from Home position
Listed on 2026-06-19
Job specializations:
  • Finance & Banking
    Banking & Finance, Accounting & Finance
  • Accounting
    Banking & Finance, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 10000 - 60000 USD Yearly USD 10000.00 60000.00 YEAR
Job Description & How to Apply Below

To support the financial operations of GPA clients, the full-time hourly Client Banking Specialist will compile, calculate, reconcile, and post financial data while producing check run reports and ensuring timely client notifications in a remote work environment.

Key responsibilities
  • Produce and update tracking for client check run reports and distribute notifications daily
  • Perform quality assurance by reviewing and auditing colleagues' work to meet procedural standards
  • Assist the Director of Client Banking with daily activities and participate in meetings to enhance client financial standards
Required qualifications
  • High School Diploma required
  • 2+ years of related work experience required
  • Prior bank reconciliation experience strongly preferred
  • Working knowledge of Excel, Word, and Access
  • Basic bookkeeping knowledge
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