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 u2013 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 u201cBusiness Bank of Choiceu201d + May perform other duties as assigned. About You: + H.S. Diploma/GED, required. + Bacheloru2019s 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 Homeowneru2019s 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 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: . 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.

Created: 2026-02-02