HOA Client Service Advisor

About the Role:

Provides experienced-level support within a specialized banking environment, assisting Community Association clients with operational, digital banking, and integration-related needs. This role handles a variety of moderate to complex service requests that require banking knowledge, multi-system navigation, and familiarity with industry software platforms. Performs research, resolves issues within established guidelines, and escalates higher-risk or advanced matters to senior associates as appropriate. This role supports a complex service environment that requires accuracy, professionalism, and dependable follow-through.

Create a plan to expand and deepen client relationships holistically addressing both business and personal objectives.

* Respond to moderate and complex service requests requiring banking knowledge, system navigation, and understanding of HOA operational workflows

* Perform research across multiple banking systems to identify causes of client issues and complete resolutions following established procedures

* Support clients who utilize industry software platforms and basic integrations, gathering details to assist internal partners with troubleshooting when needed

* Provide guidance on electronic transactions and general Treasury Services workflows, escalating all approvals or high-risk matters to Account Manager III or leadership

* Maintain accurate documentation and follow all bank policies, compliance requirements, and operational procedures

* Recognize potential fraud indicators, unusual activity, or documentation concerns and escalate according to policy

* Manage assigned work independently while identifying when issues require escalation based on complexity, risk, or client impact

* Deliver consistent and timely follow-through to contribute to a high-quality client 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.

About You:

* H.S. Diploma/GED, required.

* Bachelor's Degree, preferred.

* 1-3 years of banking experience including internal and external client service, required.

* 1-2 years of direct Customer Service Experience, required.

* 1 year of Treasury Management and/or Homeowner's association preferred.

* Strong analytical and problem-solving skills

* Ability navigate and learn multiple systems and software platforms

* Clear and Professional communication skills

* Strong attention to detail and organizational ability

* Ability to manage multiple priorities in a face pace environment

The pay range for this role is $21.00 to $32.00.

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…