Banking Coordinator

Banking CoordinatorThe Banking Coordinator supports the Global Treasury Services in managing daily banking operations, cash management activities, and client account administration. This role is responsible for processing and reconciling electronic transfers, coordinating with banking partners, and ensuring accurate setup of client accounts across platforms. The Banking Coordinator serves as a key liaison between internal teams and external banks, ensuring compliance with company policies and providing exceptional service to management clients.Essential Duties:Review, process, and respond to all assigned Treasury requests through the CRM ticketing system.Support the relationship management team with opening, funding, and closing bank accounts for management clients.Prepare and analyze banking documents containing clients' personal information.Work with banking partners to facilitate account openings, fundings, closures, and resolve account issues.Ensure new accounts are set up accurately in accounting platforms and provide account information to local Treasury Departments.Process daily electronic transfers (ACH, wires, internal transfers) for management clients.Monitor daily cash activity, ensure proper funding, and investigate discrepancies.Assist with forecasting cash needs and maintaining adequate liquidity.Maintain and update Excel, SharePoint, Smartsheet, and other databases for tracking and reporting purposes.Monitor transactions to ensure supporting documentation is submitted and expenses are approved each month.Liaise with banking partners and internal teams to identify issues, suggest corrective procedures, and implement solutions.Assist Treasury leaders with the development and maintenance of Standard Operating Procedures (SOPs).Participate in special projects and support additional treasury functions as assigned.Skills & Qualifications:Strong analytical and problem-solving skills with the ability to interpret financial data and recommend solutionsExcellent organizational skills and attention to detail; ability to manage multiple priorities in a fast-paced environmentEffective written and verbal communication skills, with the ability to interact professionally with internal teams and external partnersProficiency in Microsoft Excel and other Office applications; experience with platforms such as DocuSign, Smartsheet, and Zendesk is preferredSelf-motivated and proactive, with a collaborative mindset and a commitment to continuous improvementFamiliarity with banking platforms and treasury functions such as account management, signature authority, and cash management is strongly preferredEducation & Experience:Bachelor's degree in Finance, Accounting, Business Administration, or a related field1-2 years of relevant experience in treasury, banking, finance, or operations; experience in a multi-entity or shared services environment is a plus2-3 years of customer service experience in a service industry setting.Must have strong proficiency in Windows and Microsoft Office, (Outlook, Word, OneNote, Teams, and Excel, etc.).Real estate experience a plus.Physical Requirements & Working Environment:Sitting at a desk for extended periods of timeDexterity for keyboard and mouse useAbility to lift up to 30 lbs.Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Hours over and above normal office hours will occur, including evenings. The schedule is subject to change based on business needs.Tools & Equipment Used:General office equipmentWhat We Offer:Medical, dental, and vision plans (full time and those working 30+ hours)Part time 20+ hours qualify for dental and vision401K matchTime off including vacation, sick, and company paid holidaysPet insurance availableTuition reimbursementLegal servicesFree emotional wellbeing and daily life assistance support for all associatesDomestic partner coverageHealth savings accountFlexible spending accountAbout Us:FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United States and Canada.Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace culture. Our 19,000 associates can count on competitive salaries, top-tier medical, dental, and retirement benefits, career training, and support for continued professional development.