Banking Coordinator (Hybrid)
Dania Beach, FL Dania Beach, FL Full-time Full-time $24 - $26 an hour $24 - $26 an hour 13 days ago 13 days ago 13 days ago Job Overview:
As a Banking Coordinator, you'll be responsible for supporting treasury functions, providing administrative support, and working within the limits of standard operating procedures.
Your
Responsibilities:
Review, process, and reply to all assigned Treasury requests from the customer relationship management (CRM) ticketing system.
Support FirstService Financial relationship management team with opening bank accounts for management clients.
Analyze, and prepare various banking documents containing clients' personal information.
Work with banking partners to open bank accounts for management clients.
Provide new account information to local Treasury Departments to ensure accounts are set up in Accounting Platforms.
Provide account funding instructions to local Treasury Departments to transfer funds into new accounts.
Provide account closure requests to local Treasury Departments.
Updates various Excel, SharePoint, Smartsheet, and other databases for informational and tracking purposes.
Liaison between FirstService Financial relationship management teams and banking partners to identify possible issues and inconsistencies and suggest appropriate corrective standard operating procedures.
Assist Treasury leaders in the preparation of standing operating procedures.
Assist with special projects and other treasury functions as needed.
Essential Duties:
Conduct business always with the highest personal, professional, and ethical standards.
May participate in various meetings and work groups to integrate activities, communicate issues, obtain approvals, resolve problems, and maintain specified knowledge of new developments, requirements, policies, and Treasury standard operating procedures.
Ensure all safety precautions are followed while performing the work.
Skills and
Qualifications:
Bachelor's Degree in Accounting, Finance, Business, or related field from an accredited college or university, 3 years or more of functional experience in Banking or Cash Management; Or equivalent combination of education and experience.
Experience in Property Management is a plus.
Must have a demonstrated ability to understand effective cash management processes and be proactive in improving workflows to support & enhance cash processes and establish best practices.
Must have excellent critical thinking skills and time-management skills to complete duties accurately and by established deadlines; and a proven ability to perform various complicated tasks with the ability to change gears frequently & work independently with strong attention to detail.
Excellent customer service skills Strong verbal and written communication skills.
Strong computer skills with programs such as MS Excel, Customer Relations Management (CRM) Ability to work with sensitive or confidential information.
Ability to meet deadlines and work well under pressure.
Ability to work in a team environment, independently, and be self-driven.
What We Offer:
As a full-time associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, and vision.
In addition, you will be eligible for time off benefits, paid holidays, and a 401k with a company match.
Compensation:
$24 - $26 / hour #LI-JD1 #LI-Hybrid Pay:
$24.
00 - $26.
00 per hour
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Paid time off Referral program Retirement plan Vision insurance Physical setting:
Office Schedule:
8 hour shift Monday to Friday Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
As a Banking Coordinator, you'll be responsible for supporting treasury functions, providing administrative support, and working within the limits of standard operating procedures.
Your
Responsibilities:
Review, process, and reply to all assigned Treasury requests from the customer relationship management (CRM) ticketing system.
Support FirstService Financial relationship management team with opening bank accounts for management clients.
Analyze, and prepare various banking documents containing clients' personal information.
Work with banking partners to open bank accounts for management clients.
Provide new account information to local Treasury Departments to ensure accounts are set up in Accounting Platforms.
Provide account funding instructions to local Treasury Departments to transfer funds into new accounts.
Provide account closure requests to local Treasury Departments.
Updates various Excel, SharePoint, Smartsheet, and other databases for informational and tracking purposes.
Liaison between FirstService Financial relationship management teams and banking partners to identify possible issues and inconsistencies and suggest appropriate corrective standard operating procedures.
Assist Treasury leaders in the preparation of standing operating procedures.
Assist with special projects and other treasury functions as needed.
Essential Duties:
Conduct business always with the highest personal, professional, and ethical standards.
May participate in various meetings and work groups to integrate activities, communicate issues, obtain approvals, resolve problems, and maintain specified knowledge of new developments, requirements, policies, and Treasury standard operating procedures.
Ensure all safety precautions are followed while performing the work.
Skills and
Qualifications:
Bachelor's Degree in Accounting, Finance, Business, or related field from an accredited college or university, 3 years or more of functional experience in Banking or Cash Management; Or equivalent combination of education and experience.
Experience in Property Management is a plus.
Must have a demonstrated ability to understand effective cash management processes and be proactive in improving workflows to support & enhance cash processes and establish best practices.
Must have excellent critical thinking skills and time-management skills to complete duties accurately and by established deadlines; and a proven ability to perform various complicated tasks with the ability to change gears frequently & work independently with strong attention to detail.
Excellent customer service skills Strong verbal and written communication skills.
Strong computer skills with programs such as MS Excel, Customer Relations Management (CRM) Ability to work with sensitive or confidential information.
Ability to meet deadlines and work well under pressure.
Ability to work in a team environment, independently, and be self-driven.
What We Offer:
As a full-time associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, and vision.
In addition, you will be eligible for time off benefits, paid holidays, and a 401k with a company match.
Compensation:
$24 - $26 / hour #LI-JD1 #LI-Hybrid Pay:
$24.
00 - $26.
00 per hour
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Paid time off Referral program Retirement plan Vision insurance Physical setting:
Office Schedule:
8 hour shift Monday to Friday Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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