Client Implementation Specialist

Columbia Bank•Phoenix, AZ

1d•$28 - $42•Onsite

About The Position

About the Role: The Client Implementation Specialist is responsible for the successful onboarding of new and existing client implementations, which may include completing implementation forms and agreements, verifying contracted services for accuracy, and providing training for customers on Columbia Bank HOA products and services. Assist with the completion of implementation forms, customer agreements, etc. Establish communication schedule with onboarding clients, which includes preparing an agenda for each client meeting to outline progress and objectives for next steps toward service setup. Verify contracted services are correctly implemented within expected timeframes. Ensure accounts are opened accurately to ensure service fee revenue and comply with bank implementation procedures and policies. Responsible for analyzing client bank statements, credit reports, financial reviews, and other documentation to support a recommendation for use of the bank’s ACH, RDC, and MDC service. Provide training for customers as needed on property management products and services, as well as assists with implementation of hardware/software. Assist with product demonstrations for customers or internal teams on treasury management products and services. Work effectively without direct supervision. Identify and communicate possible process efficiencies. Effectively communicate with the implementation team, and other departments within the Community Association Banking division. Assist clients and prospects with new service requests; keeps abreast of product updates and documentation; adheres to Bank and department policies and procedures. Assist Bank employees with related application requirements such as file formats, parameters and overall product usage. Coordinate service support for resolution of customer implementation issues with depository/treasury management services; communicate resolutions to customers; acts as liaison between customer and operations departments of the Bank. About You: Bachelor’s degree or equivalent work experience. High School diploma required 2 years of Property Management / Homeowner Association experience preferred 2 years of banking experience preferred Develop professional expertise to apply company policies and procedures. Effective communication to lead a group on establishing a goal and the steps necessary to meet said goal. Ability to prioritize multiple projects to meet deadlines. Exercises judgment within defined procedures and policies to determine appropriate action. Build productive internal/external working relationships. Normally receives general instructions on routine work, detailed instructions on new projects or assignments. The pay range for this role is $28.00 to $42.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process. Primary Location: Ability to work fully onsite at posted location(s). 15301 North Dallas Parkway Suite 850 Addison TX 75001 Our Benefits: We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. At Columbia Bank, we’re redefining what it means to bank and to build a career. As the West’s premier banking experience, we combine the strength and scale of a leading financial institution with the heart and mindset of a community bank. With more than 350 locations across eight states, we deliver relationship-based service backed by regional expertise and resources that help families and businesses thrive. Our culture is built on Do RIGHT, which means: Relationships: We create authentic connections with customers, colleagues, and communities. Impact: Every role here makes a meaningful difference in people’s lives and local economies. Growth: We invest in your success with career development, mentorship, and learning opportunities. Heart: We care deeply about doing what’s best for our customers and each other. Trust: Integrity and transparency guide everything we do. Why work for Columbia Bank? A strong, stable financial foundation with over $67 billion in assets and a diverse portfolio that supports flexibility and opportunity. A culture of belonging and purpose, where your ideas matter and your work has impact. Competitive benefits and flexibility designed to help you thrive personally and professionally. Community engagement that matters, from supporting local businesses to empowering youth through financial literacy initiatives. Ready to Do RIGHT for your career, your community, and your future? Explore opportunities and join Columbia Bank today.

Requirements

Bachelor’s degree or equivalent work experience.
High School diploma required
Develop professional expertise to apply company policies and procedures.
Effective communication to lead a group on establishing a goal and the steps necessary to meet said goal.
Ability to prioritize multiple projects to meet deadlines.
Exercises judgment within defined procedures and policies to determine appropriate action.
Build productive internal/external working relationships.
Normally receives general instructions on routine work, detailed instructions on new projects or assignments.

Nice To Haves

2 years of Property Management / Homeowner Association experience preferred
2 years of banking experience preferred

Responsibilities

completing implementation forms and agreements
verifying contracted services for accuracy
providing training for customers on Columbia Bank HOA products and services
Assist with the completion of implementation forms, customer agreements, etc.
Establish communication schedule with onboarding clients, which includes preparing an agenda for each client meeting to outline progress and objectives for next steps toward service setup.
Verify contracted services are correctly implemented within expected timeframes.
Ensure accounts are opened accurately to ensure service fee revenue and comply with bank implementation procedures and policies.
Responsible for analyzing client bank statements, credit reports, financial reviews, and other documentation to support a recommendation for use of the bank’s ACH, RDC, and MDC service.
Provide training for customers as needed on property management products and services, as well as assists with implementation of hardware/software.
Assist with product demonstrations for customers or internal teams on treasury management products and services.
Work effectively without direct supervision.
Identify and communicate possible process efficiencies.
Effectively communicate with the implementation team, and other departments within the Community Association Banking division.
Assist clients and prospects with new service requests; keeps abreast of product updates and documentation; adheres to Bank and department policies and procedures.
Assist Bank employees with related application requirements such as file formats, parameters and overall product usage.
Coordinate service support for resolution of customer implementation issues with depository/treasury management services; communicate resolutions to customers; acts as liaison between customer and operations departments of the Bank.

Benefits

competitive total rewards package including base wages and comprehensive benefits
comprehensive healthcare coverage (medical, dental, and vision plans)
a 401(k)-retirement savings plan with employer match for qualifying associate contributions
an employee assistance program
life insurance
disability insurance
tuition assistance
mental health resources
identity theft protection
legal support
auto and home insurance
pet insurance
access to an online discount marketplace
paid vacation, sick days, volunteer days, and holidays