Banking Specialist I
Associa Northern California
Banking Specialist – Job Description 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. Responsibilities 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 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. #J-18808-Ljbffr Associa
- Associa, located in Richardson, Texas, is seeking a Banking Specialist responsible for processing requests related to bank accounts and providing comprehensive banking support to our branches. The ideal candidate will have a High School Diploma or GED, with 1-3 years of...SuggestedWork at office
- 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
- ...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...SuggestedWork at officeWorldwide
- Inwood National Bank is looking for a Call Center Representative for the Richardson Operations Center. This role involves providing excellent customer service through inbound and outbound calls, assisting customers with banking products, and ensuring a high level of satisfaction...SuggestedWork at office
- ...professionals for this role. JOB DESCRIPTION Are you looking to make an impact through data-driven insights? Join our Global Private Bank team, where you'll partner with business leaders to shape strategy, enhance analytics, and support critical financial decisions....SuggestedBank staff
- ...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...
- ...Quantitative Analytics Associate The Consumer and Community Banking division at Chase provides a wide range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. Within...Work at officeWork from homeMonday to Friday2 days per week3 days per week
- ...support the development of machine learning models and other tools used to drive strategic decisions across the Consumer and Community Banking Finance organization. As a Data Science Senior Associate at JPMorganChase within the Finance Decision Optimization team, you...
- ...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...
- ...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...Work at officeShift work
$80.8k - $92.2k
Senior Associate, Treasury Management Associate Aligned to one or more Commercial Banking business segments, the Treasury Management Associate (TMA) provides primary sales support to aid in meeting revenue targets. Working throughout the sales cycle with the Treasury Management...Full timePart timeLocal area- ...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 timePart timeLocal area
- ...information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages,...
- ...operations worldwide and assets of approximately $4 trillion. As part of our team, you'll have the opportunity to work in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management....WorldwideVisa sponsorship
- ...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 placementWork at office
- ...inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly...Part time
- 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...
- Job Description 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...Work at officeVisa sponsorship
- JPMorgan Chase is seeking a Compensation Senior Associate in Plano, Texas, to create and execute compensation strategies for Consumer Banking. The role requires a strong understanding of HR and compensation practices combined with exceptional analytical skills. Candidates...
- ...operations worldwide and assets of approximately $4 trillion. As part of our team, you'll have the opportunity to work in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management....WorldwideVisa sponsorship
$41.71k - $50.5k
...Deadline 07/30/2026 Address 2005 W Route 34 Job Family Group Retail Banking Sales & Service Overview Delivers exceptional service to BMO... ...specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver...Local areaDay shift- ...operations worldwide and assets of approximately $4 trillion. As part of our team, you'll have the opportunity to work in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management....WorldwideVisa sponsorship
- ...Senior Associate In Business Banking Lending Finance Bring your analytical expertise to a role where your work directly shapes small business lending strategy. You'll join a team that turns complex performance and pricing questions into clear, decision-ready insights...Visa sponsorship
$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 timePart timeLocal areaFlexible hours- ...world to reach their financial goals. Our advisor‑led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra‑high net worth and high net worth individuals, as well as...
- ...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 placementRemote work
- ...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...
- ...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...
- ...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 timeWork experience placementWork at office
$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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Banking Specialist I. Be the first to apply!
- esports specialist Richardson, TX
- qc specialist Richardson, TX
- mental health specialist Richardson, TX
- continuous improvement specialist Richardson, TX
- helpdesk specialist Richardson, TX
- ehs specialist Richardson, TX
- professional specialist Richardson, TX
- leasing specialist Richardson, TX
- computer specialist Richardson, TX
- video production specialist Richardson, TX


