Columbia Bank · 3 weeks ago
HOA Client Account Manager
Dallas, OR
Full-time
Onsite
Entry Level
$18/hr - $25/hr
2+ years expColumbia Bank is dedicated to providing exceptional customer service and is seeking a HOA Client Account Manager. The role involves resolving customer issues, performing transactions, and suggesting bank products to enhance customer relationships.
BankingFinanceFinancial Services
Responsibilities
Resolves customer problems such as: bill pay questions, loan questions, debit card issues, account overdrafts, electronic disputes, online/mobile banking issues and service charge questions
Performs a variety of transactions and maintenance on the customer’s behalf such as: funds transfers, stop payments, debit card increases, address changes and check orders
Provide customer support for online banking including: troubleshooting mobile devices and browser issues related to online banking. Provide customer support for loans, escrow analysis, and payment questions
Utilize system software to respond to online messages/emails to answer questions, provide banking services and resolve customer service issues. Demonstrates strong oral and written communication skills
Suggest appropriate products and services to existing and prospective customers and cross-sells other bank products and services
Moderate supervision with latitude for independent judgment
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
Qualification
Required
H.S. Diploma/GED
Less than 2 years of bank customer service experience, good knowledge of bank's products and services
Excellent verbal and written communication skills
Knowledge of operational procedures, practices and policies
Demonstrates the ability to sell Bank products and services
Able to mentor new associates through on the job training
Requires the ability to multi-task and work with over 25 software applications
Requires intermediate computer skills, including MS Office and banking software
Skill in basic troubleshooting: mobile devices, browsers, and other technology as it relates to online banking
Thorough understanding of products and services offered by bank. Advanced knowledge in specialty area
Excellent customer service skills and ability to work effectively with the public
Preferred
Bachelor's Degree
Benefits
Comprehensive healthcare coverage (medical, dental, and vision plans)
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
Holidays
Company
Columbia Bank
Columbia Bank is a provider of personal and business banking services.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2020-06-01Acquired
Leadership Team
Kelly Kelly
VP, Human Resources Business Partner
Todd Leber
Chief Commercial Banking Officer
Recent News
2025-12-20
2025-12-16
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