Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Banking Specialist I

Associa Northern California

Banking Specialist

With more than 225 branch offices across North America, Associa is building the future of community for nearly five million residents worldwide. Our 11,000+ team members lead the industry with unrivaled education, expertise, and trailblazing innovation. For more than 43 years, Associa has brought positive impact and meaningful value to communities.

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 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
  • 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.

Requirements

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

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Associa
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Banking Specialist I in Richardson, TX vacancy
  •  ...Fifth Third Bank is looking for a Personal Banker II in Richardson, Texas. The role focuses on providing exceptional customer experiences by maintaining relationships and offering tailored financial solutions. Ideal candidates will have customer service experience, preferably... 
    Suggested

    Fifth Third

    Richardson, TX
    1 day ago
  • Indotronix UK is seeking a Client Migration Specialist based in Plano, Texas to support Banking Payments Migration and Transformation initiatives. The ideal candidate will have excellent communication skills and prior banking process experience. This role involves coordinating... 
    Suggested

    Indotronix UK

    Plano, TX
    4 days ago
  • JPMorgan Chase Bank, N.A. in Plano, Texas is looking for a Virtual Banker II to enhance client relationships through memorable experiences. This role requires a strong commitment to hospitality and superior customer service, ensuring clients feel welcomed and valued. The... 
    Suggested

    JPMorgan Chase Bank, N.A.

    Plano, TX
    2 days ago
  • Marcus by Goldman Sachs, Tier I Specialist | Richardson, TX Job Description Marcus by Goldman Sachs As the online consumer banking business of Goldman Sachs, Marcus operates as a digital bank, providing high‑yield savings accounts and Certificates of Deposit (CDs) directly... 
    Suggested
    Work at office
    Monday to Friday
    Shift work
    Weekend work
    3 days per week

    Goldman Sachs Group, Inc.

    Richardson, TX
    1 day ago
  • Susser-Bank in Plano, Texas is seeking a dedicated Banking Professional responsible for overseeing loan and credit files and providing clerical support to customers. The role requires strong attention to detail, leadership abilities, and knowledge of bank products and... 
    Suggested

    Susser-Bank

    Plano, TX
    4 days ago
  • Marcus by Goldman Sachs, Tier II Specialist | Richardson, TX As the online consumer banking business of Goldman Sachs, Marcus operates as a digital bank, providing high‑yield savings accounts and Certificates of Deposit (CDs) directly to individual consumers. Marcus combines... 
    Work at office
    Monday to Friday
    Shift work
    Weekend work
    3 days per week

    Goldman Sachs Group, Inc.

    Richardson, TX
    1 day ago
  •  ...and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. Bonus Type BOKF Performance Plan (D02) Summary... 
    Apprenticeship
    Work at office
    Local area

    BOK Financial

    Plano, TX
    1 day ago
  •  ...a critical role in our growth strategy. You will assist the International Payments Specialists and provide credit and financing, treasury and payment services, and international banking services to clients including corporations, municipalities, institutions, real estate... 

    Chase

    Plano, TX
    5 days ago
  •  ...Reengineering Senior Associate Job Description Join the Automation & Process Excellence (APEX) team within the Commercial & Investment Bank's (CIB) Securities Operations to deliver cutting-edge automation and workflow solutions that reshape how work gets done. You will... 
    Work at office

    Chase

    Plano, TX
    2 days ago
  • $120.8k - $137.9k

     ...Principal Associate, Commercial Bank Marketing Strategist Capital One, one of Fortune Magazine’s “100 best companies to work for” is seeking a Principal Associate to fill a position within Capital One’s Commercial Banking Marketing organization to drive marketing strategy... 
    Full time
    Part time
    Local area
    Flexible hours

    Capital One

    Plano, TX
    6 hours ago
  • Job Description We have an exciting opportunity to join our JPMorgan Global Private Bank Finance & Business Management (“GPB F&BM”) team where you will report directly to the Headcount & Expense lead, providing consolidated financial analysis and reporting largely centered... 
    Full time
    Bank staff
    Local area
    Immediate start
    Relocation
    Visa sponsorship
    Relocation package

    JPMorganChase

    Plano, TX
    5 days ago
  • $108.9k - $124.3k

    Principal Associate, Small Business Bank Credit Operations The Principal Associate will play a critical role in supporting the Small Business Banking (SBB) leading a team of associates for the loan Closing process. This people leader will be responsible for managing a... 
    Full time
    Part time
    Work at office
    Local area

    Capital One

    Plano, TX
    4 days ago
  •  ...external data feeds. Interact and liaise with internal partners across global locations. Required Qualifications Work experience in banking or financial services industry. Experience with risk management, compliance, internal audit or controls. Understanding of... 
    Work experience placement
    Work at office

    JPMorgan Chase

    Plano, TX
    5 days ago
  •  ...solution delivery in a collaborative environment. As an Agility Senior Associate in the Corporate Technology - Consumer and Community Banking- Risk Tech team, you will be a servant leader, coach, and strategic partner who drives the adoption and scaling of Agile and Lean... 
    Work at office
    Local area

    JPMorgan Chase & Co.

    Plano, TX
    4 days ago
  •  ...and Enablement Platform Product Job Information Job Identification 210743628 Job Category Agility Business Unit Consumer & Community Banking Posting Date 05/08/2026, 07:43 PM Locations 8181 Communications Pkwy Bldg F, Plano, TX, 75024, US Job Schedule Full time Job... 
    Full time
    Local area

    JPMorgan Chase & Co.

    Plano, TX
    2 days ago
  • Job Responsibilities Support and lead partnerships with Area Product Owner and product delivery teams with strong understanding of business drivers, underlying data and processes Lead development and reporting of model performance metrics & KPIs. Use analytical tools ...

    JPMorgan Chase

    Plano, TX
    5 days ago
  • The Consumer & Community Banking Compensation team has an exciting opportunity for a high‑energy, experienced Compensation Senior Associate to create and execute compensation strategies for Consumer Banking. As a Compensation Senior Associate, you must have a critically... 
    Work at office
    Visa sponsorship

    JPMorgan Chase & Co.

    Plano, TX
    5 days ago
  • As a Quantitative Analytics Senior Associate, you will have the opportunity to shape the future of banking for over 40 million Chase customers. You will be an integral part of our team dedicated to modernizing the bank's deposits infrastructure through data-driven insights... 

    JPMorgan Chase

    Plano, TX
    1 day ago
  •  ...values innovation, collaboration, and continuous improvement. As a Senior Associate Control Manager within the Consumer and Community Banking (CCB) organization, you will play a crucial role in identifying and mitigating compliance and operational risks. You will... 

    Chase

    Plano, TX
    3 days ago
  •  ...values innovation, collaboration, and continuous improvement. As a Sr. Associate Control Manager within the Consumer and Community Banking (CCB) organization, you will play a crucial role in identifying and mitigating compliance and operational risks. You will collaborate... 

    JPMorgan Chase Bank, N.A.

    Plano, TX
    5 days ago
  •  ...part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million... 
    Work experience placement
    Remote work

    JPMorgan Chase

    Plano, TX
    3 days ago
  • $90.25k - $130k

     ...government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a... 
    Work at office

    JPMorgan Chase

    Plano, TX
    4 days ago
  •  ...Workforce Screening Associate - Business Analysis & Reporting Specialist Job Identification 210741513 Job Category Investigations Business...  ..., capabilities and skills: 4 years’ work experience in banking or financial services industry Ability to evaluate options and... 
    Full time
    Work experience placement
    Work at office

    JPMorgan Chase & Co.

    Plano, TX
    4 days ago
  •  ...Analyst to manage and analyze Treasury activities. This role involves daily cash positioning, tracking KPI metrics, and administering banking portals including Kyriba and PeopleSoft. The ideal candidate should possess a Bachelor’s degree in Finance or Accounting, over 1... 

    Mary Kay

    Addison, TX
    4 days ago
  •  ...Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver... 
    Work at office
    Local area
    Day shift

    Bank OZK

    Parker, TX
    2 days ago
  • $87.7k - $100.1k

     ...founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit.
    Full time
    Part time
    Local area

    Capital One

    Plano, TX
    20 hours ago
  • The Global Corporate Banking (GCB) Events team partners with business stakeholders to ensure the strategic positioning and flawless execution of events, deliver consistent and best-in-class relationship and business development opportunities for our clients and ultimate... 

    Chase

    Plano, TX
    3 days ago
  • $119.4k - $136.2k

     ...Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We’re succeeding because they’re... 
    Full time
    Part time
    Local area
    Relocation

    Capital One National Association

    Plano, TX
    3 days ago
  •  ...skills and a commitment to innovation in financial solutions for clients. The ideal candidate will have over 3 years of experience in banking, with a focus on developing profitable relationships and a deep knowledge of banking products. The position emphasizes teamwork and... 

    JPMorgan Chase

    Plano, TX
    4 days ago
  •  ...providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Emerging Middle Market Banking, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. You will be... 

    Chase

    Plano, TX
    5 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Banking Specialist I. Be the first to apply!