About the Role:

The Banking Associate supports community banking operations by opening and closing Certificate of Deposit (CD) accounts, processing maturity notices for time deposit accounts, and communicating directly with HOA board members. This role requires careful adherence to established procedures, client agreements, required timelines, and communication standards.

The ideal candidate has strong professional written English skills, excellent organizational and time management abilities, and sound judgment. They should be comfortable resolving low- to moderate-complexity issues independently while maintaining accuracy, professionalism, and a high level of client service.

Key Responsibilities

• Open and close CD accounts in accordance with established procedures and client agreements
• Process maturity notices for time deposit accounts within required timelines
• Ensure account-related documentation and processes are completed accurately
• Communicate professionally with HOA board members through written email correspondence
• Compose clear, accurate, and client-appropriate email communications
• Research and resolve low- to moderate-complexity issues with minimal supervision
• Apply established procedures and guidelines when processing banking-related requests
• Organize and prioritize assigned work to meet deadlines
• Maintain accurate records and follow appropriate documentation standards
• Spend approximately 0–25% of each shift handling phone-based communication

Qualifications & Skills

Important Skills:

• Strong professional written communication skills in English
• Ability to compose clear, accurate, and client-appropriate emails
• Strong decision-making and judgment
• Excellent time management and organizational skills
• Strong problem-solving abilities
• Ability to resolve low- to moderate-complexity issues independently
• High attention to detail and accuracy
• Ability to follow established procedures and deadlines
• Strong computer and technology skills
• Ability to learn new industry-specific software quickly
• Professional client communication skills

Ideal Personality & Mindset:

• Detail-oriented and accurate
• Professional and client-focused
• Organized and dependable
• Self-sufficient and able to work with minimal supervision
• Sound and thoughtful decision-maker
• Proactive and solutions-oriented
• Strong follow-through
• Adaptable and comfortable learning new systems
• Clear and thoughtful communicator
• Collaborative and service-minded

Tools & Technologies

• Industry-specific banking software and systems
• Email and communication platforms
• Ability to learn new industry-specific software quickly

Skills requirements:

• Excellent English verbal and written communication
• Strategic thinker
• Writing and documentation skills
• Must be able to prioritize work
• Courteous and friendly
• Organized and has great attention to detail and quality assurance
• Ability to build trust
• Ability to work independently and manage multiple priorities
• Phone communication skills
• Other skills as required

Software requirement:

• Licensed OS

Hardware requirements:

• 5 MBPS or higher Internet (hardwired / not WIFI). If you don’t have 5 MBPS then you must agree to if selected.
• Private and quiet dedicated home office area
• Modern computer and operating system
• Back-ups in case of power or Telco interruptions
• Good headset and webcam (Preferably noise-canceling headset)

Work Schedule & Environment

• Monday through Friday
• 8:30 AM – 5:00 PM US Central Time
• Remote work environment
• Primarily banking operations and written client communication with limited phone interaction

Compensation

• $5/hour.
• All raises and bonuses are at the discretion of the client.