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Banking Specialist I
Associa
Banking Specialist responsible for processing bank account requests and providing financial services to community associations.
21d ago
Expert & Leadership (13+ years), Junior (1-3 years)
Full Time
Richardson, TX
Office Full-Time
Company Size
15,000 Employees
Service Specialisms
Community Management
Property Management
Consulting
Technical Services
HOA Management
Employee Development
On‑Call Maintenance
Roadside Assistance
Sector Specialisms
Industrial
Energy
Infrastructure
Buildings
Residential
Commercial
Water Resources
Heavy Civil
Role
What you would be doing
banking reports
signature cards
bank information
client needs
bank statements
customer service
- Generate banking reports within Complete Control for Communities (C3).
- Update signature cards as requested.
- Manage Bank Information in Complete Control for Communities (C3).
- Facilitate client needs with partner banks (Opening/Closing/Maintaining HOA bank accounts)
- Monitor, log, and retrieve HOA bank statements
- Provide comprehensive bank related customer service to US Branch offices
- Work with departments across shared services center to ensure operational efficiency for various accounting functions
What you bring
high school diploma
excel proficient
customer service
problem solving
banking experience
accounting functions
- High School Diploma or GED Required
- Basic understanding of accounting functions
- 1 – 3 years of banking experience preferred
- Experience operating within web-based ticketing service preferred but not required
- Good written and verbal communication skills
- Experience in customer service
- Complete Control for Communities (C3) software preferred but not required
- Understanding of our experience in the Community Association Management Industry preferred but not required
- Proficient in Microsoft Office, especially Excel
- Experience working in an Accounting Shared Services Center environment preferred but not required
- Problem solving and time management skills
Information not given or found
Training + DevelopmentInformation not given or found
Interview process
Information not given or found
Visa SponsorshipInformation not given or found
Security clearance- credit check
- employment verification
- criminal background check
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Company
Overview
1979
Year Founded
The company was established in 1979 in Dallas.
300+ Branches
Branches Globally
Associa has expanded to over 300 locations worldwide through steady growth and acquisitions.
7.5M Residents
Residents Served
They provide property management services to over 7.5 million residents globally.
- It emerged as a pioneer in comprehensive community management.
- It oversees operations for homeowners associations, condos, master-planned communities, and mixed-use developments.
- Its financial backbone supports large-scale budgeting, accounting, insurance, and administrative services.
- Routine projects include maintenance coordination, property restoration, lifestyle programming, and financial oversight.
- They’ve built a proprietary training platform, Associa University, to upskill staff and maintain service excellence.
- Unusually, they've integrated social sponsorships—like youth-sports grants—to enhance neighborhood engagement.
- Service
- Innovation
- Family
- Integrity
- Loyalty
$100,000
Disaster Relief Contribution
Provided disaster relief funds to support communities affected by Central Texas floods in July 2025.
- No explicit net‑zero or sustainability targets found on corporate site
- Corporate Responsibility section highlights support for communities during disasters
- No specific data‑driven environmental goals or net zero target date publicly disclosed
58% female
Employee Demographics
Refers to the percentage of female employees in the company's workforce.
52% people of color
Employee Diversity
Indicates the percentage of employees who identify as people of color.
- Established Associa Women’s Network to support women’s career growth and education
- Established Associa Multicultural Network to support cultural and ethnic understanding
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