HOA Client Service Advisor

Columbia Bank•Dallas, TX

2d•Onsite

About The Position

Provides entry-level customer service and operational support for Community Association clients. This role assists with routine service requests, responds to basic homeowner inquiries, and helps users with general questions related to the payment portal system. Follows established procedures, processes standard requests, maintains accurate documentation, and escalates complex or unfamiliar matters to higher-level associates as needed. Provide entry-level customer service by responding to routine homeowner and client inquiries Assist homeowners with basic payment portal support, such as general enrollment or navigation questions Process standard service requests using established procedures and multiple banking systems Complete basic documentation updates, data entry, and routine account maintenance tasks Review information for routine requests and escalate discrepancies, unusual findings, or complex issues to Account Manager II or III Maintain accurate records of completed tasks and follow all operational and compliance guidelines Work collaboratively with team members, seeking guidance when needed and supporting shared workflow activities Demonstrate professionalism and contribute to a consistent, positive service experience Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned.

Requirements

H.S. Diploma/GED (required)
1-2 years of banking experience including internal and external client service (required)
1-2 years of direct Customer Service Experience (required)
Strong customer service and communication skills
Ability navigate and learn multiple systems and software platforms
Dependable, professional, and able to work in a fast-paced environment
High attention to detail and accuracy
Ability to organize work and follow structured procedures

Nice To Haves

Bachelor's Degree (preferred)

Responsibilities

Provide entry-level customer service by responding to routine homeowner and client inquiries
Assist homeowners with basic payment portal support, such as general enrollment or navigation questions
Process standard service requests using established procedures and multiple banking systems
Complete basic documentation updates, data entry, and routine account maintenance tasks
Review information for routine requests and escalate discrepancies, unusual findings, or complex issues to Account Manager II or III
Maintain accurate records of completed tasks and follow all operational and compliance guidelines
Work collaboratively with team members, seeking guidance when needed and supporting shared workflow activities
Demonstrate professionalism and contribute to a consistent, positive service experience
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training.
Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become “Business Bank of Choice”
May perform other duties as assigned.

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