About the Role:

We are seeking a detail-oriented Banking Associate to support our Community Banking team. This role is responsible for managing key operational banking tasks related to certificate of deposit (CD) accounts and time deposit products, ensuring accuracy, compliance, and timely processing in alignment with established procedures and client agreements.

In this position, you will also communicate professionally with HOA board members via email, providing clear and accurate updates while maintaining a high standard of service and professionalism. This role requires strong attention to detail, consistency in following procedures, and the ability to manage sensitive financial information with care.

Key Responsibilities

• Open and close Certificate of Deposit (CD) accounts in accordance with established procedures and client agreements
• Process maturity notices for time deposit accounts while meeting all required timelines and notification standards
• Ensure accuracy and compliance in all banking transactions and account maintenance activities
• Communicate directly with HOA board members via professional written email correspondence
• Maintain accurate records of account activity and documentation in banking systems
• Follow internal policies, procedures, and regulatory requirements for all banking functions
• Coordinate with internal teams to resolve account-related issues or discrepancies
• Support general Community Banking operations as needed
• Maintain high levels of accuracy and attention to detail in all financial processing tasks

Qualifications & Skills

Important Skills:

• Strong attention to detail and accuracy in financial processing
• Basic understanding of banking operations, especially CD and time deposit accounts
• Strong written communication skills for professional client correspondence
• Ability to follow structured procedures and compliance requirements
• Basic to intermediate proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Strong organizational and time management skills
• Ability to manage sensitive financial information responsibly
• Problem-solving skills in a structured banking environment

Ideal Personality & Mindset:

• Detail-focused and highly accurate in work output
• Professional and polished communicator
• Reliable and consistent in following processes
• Calm and methodical when handling financial data
• Service-oriented with a client-first mindset
• Accountable and dependable in meeting deadlines
• Comfortable working in a regulated, process-driven environment

Tools & Technologies

• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• Microsoft Outlook
• Internal banking systems (as applicable)

Software requirement:

– Licensed OS

Hardware requirements:

1. 5 MBPS or higher Internet (hardwired / not WIFI). If you don’t have 5 MBPS then you must agree to if selected.
2. Private and quiet dedicated home office area
3. Modern computer and operating system
4. Back-ups in case of power or Telco interruptions
5. 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

Compensation

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