Job Information
FirstService Residential Banking Supervisor in Dallas, Texas
Job Overview:
The Banking Supervisor interacts closely with on-site managers and boards, Client GL Accountants, and AP/AR departments to ensure all the associations managed by FirstService Residential receive superior, specialized banking services and be a reliable resource of support for our property manager partners in the field. Responsible for ensuring all required documentation is collected by the assigned banking coordinator and submitted based on each bank's specifications. Identify opportunities to simplify processes and increases efficiency while remaining within the established company policies and FirstService.
Your Responsibilities:
- Supervise Banking Coordinators and provide training and guidance as needed.
- Onboard and train new associates. Identify gaps and training opportunities among current associates and develop individual learning plans.
- Review and track all new account requests for all associations statewide.
- Ensure all account closure requests for all associations statewide are completed.
- Coordinate banking transactions for new takeover associations (opening accounts) and for terminating associations (closing accounts and final funds coordination).
- Interface with FirstService Financial (FFI) for the setup of new financial institutions that facilitate client investment strategies.
- Process changes to association petty cash debit cards, or PCards (whichever is appropriate).
- Responsible for reviewing all dormant accounts to ensure they are active for use.
- Administers bank control functions for partner banks including but not limited to updating authorized signers and maintaining legal documentation
- Review & Complete internal bank transfers.
- Execute bank-to-bank ACH and wire transfers.
- Manage email received from internal customers and banking partners.
- Assist with special projects, research, and ad hoc reporting as instructed by Client Accounting leadership.
- Other duties as assigned.
- Practice and adhere to FirstService Residential Global Service Standards and Core Values.
- Conduct business with the highest standards of personal, professional, and ethical conduct.
- Perform or assist with any operations as required to maintain workflow and to meet schedules. Notify the supervisor of unusual equipment or operating problems and the need for additional material and supplies.
- May participate in any variety of meetings and work groups to integrate activities, communicate issues, obtain approvals, resolve problems and maintain a specified level of knowledge pertaining to new developments, requirements, policies, and regulatory guidelines.
- Ensure all safety precautions are followed while performing the work.
- Follow all policies and Standard Operating Procedures as instructed by Management.
Skills & Qualifications:
Education/Training:
- High School degree required. Associate in accounting or related business degree a plus.
- Minimum of 3-5 years prior banking or treasury experience, or experience in a related field
Experience/Knowledge/Abilities:
- Basic knowledge of Microsoft Applications (Outlook, Access, Excel and Word). Good verbal and written communication skills. Excellent general math skills.
What We Offer :
As a full-time non-exempt associate, you will be eligible for comprehensive benefits to include your choice of multiple medical plans, dental, vision. In addition, you will be eligible for time off benefits, paid holidays, and a 401k with company match. Occasional travel may be required to attend training and other company functions.
Compensation : $26 - $28 / hour
Disclaimer:
This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time.
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