Banking Specialist

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 U.S. 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

With more than 300 branch offices across North America, Associa is building the future of community for more than 7.5 million residents worldwide. Our 15,000+ team members lead the industry with unrivaled education, expertise, and trailblazing innovation. For more than 45 years, Associa has brought positive impact and meaningful value to communities. To learn more, visit .

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