Posted 5d ago

HOA Client Service Advisor

@ Columbia Bank
Dallas, Texas, United States
$20-$27/hrOnsiteFull Time
Responsibilities:Provide entry-level customer service, Assist homeowners with payment portal support, Process standard service requests
Requirements Summary:Entry-level customer service with 1-2 years banking experience; HS Diploma required, Bachelor's preferred; strong communication and ability to learn multiple systems.
Technical Tools Mentioned:Banking systems, Payment portal, CRM, Data entry
Save
Mark Applied
Hide Job
Report & Hide
Job Description

About the Role:

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. 

About You:

  • H.S. Diploma/GED (required)
  • Bachelor's Degree (preferred)
  • 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

The pay range for this role is $20.00 to $27.00.

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.