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Accounts and Banking Administrator
Career Insights for Personal Banker
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Based on Texas data
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What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$66,047 / year median in Texas
+11% projected growth
Job Description
CMA is seeking an Accounts and Banking Administrator to support banking, tax, audit, association records, and client onboarding activities. This position works under the direction of the Accounts and Banking Administrator Supervisor and collaborates with banks, accountants, association managers, boards, CPAs, and other stakeholders. Key Responsibilities Coordinate opening and closing association bank accounts and manage online banking access. Process debit card and credit card requests, fraud alerts, wire transfers, and other banking needs. Monitor bank balances and assist with CDs, CDARS, interest rates, ACH, e-checks, and payment issues. Obtain, track, and distribute tax returns, audit documents, and related approvals. Maintain association records, management certificates, governing documents, and registered agent information. Support association turnover and new-client onboarding, including tracking checklists and required documentation. Communicate professionally with banks, association boards, management companies, CPAs, and internal teams. Perform other duties as needed to support the company's mission. Qualifications High school diploma/GED required; some college preferred. Two years of related experience and/or training, or an equivalent combination of education and experience. Strong organizational, analytical, problem-solving, and communication skills. Ability to prioritize multiple tasks, exercise sound judgment, and work with minimal supervision. Professional, tactful, and customer-service oriented. Proficiency with email, word processing, spreadsheets, internet applications, and other standard office software. What we offer CMA strives to provide competitive compensation and a benefits program that truly invests in our team! We provide on-the-job training, competitive pay, and a full benefits package including Medical, Dental, Vision and Life insurance, as well as 401K, education reimbursement, vacation, sick days and more! We are Community Privately owned and founded in 1983, CMA remains true to the values that have set it apart for decades. We strive to set the bar in our industry, serving our external clients (as well as internal team members) with respect, integrity, and urgency. Together, we promote charity, health and wellness, and a lighthearted spirit on the job. We are looking for like-minded professionals to join us.