About this role
Job description:
The following is a list of essential functions, which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function.
• Execute the overall functionality and administration of the Salesforce system.
• User Record Management
• New Fields, Page Layouts & Objects
• Flow, Workflow Assignments & Validation Rules
• Case Assignment Rules
• Lightning UI
• Email Templates & Email Alerts
• Merge Duplicates
• Functionally oversee the CRM (Financial Services Cloud) and reporting (Analytics Studio) applications of Salesforce.
• Maintain and administer internal Salesforce environments including Sales Cloud, Service Cloud, and Financial Services Cloud.
• Develop and maintain custom reports, dashboards, and processes to continuously improve data integrity and productivity. Create ad-hoc reports to meet business requirements.
• Manage all new user set-ups and deactivation, including transferring ownership of leads/accounts/contacts/opportunities for deactivated users.
• Perform new release evaluations and assess impact.
• Perform system integrations in partnership with other key system administrators and Information technology personnel.
• Lead the Bank’s Salesforce committees and project teams.
• Work closely with the Salesforce and Data Administration Manager to assist in the preparation of executive and board level performance reporting.
• Work closely with the L&D Training Department and Sr. Business Analyst to assist with the development of materials and documentation for application users and keep materials up to date.
• Identify, diagnose, and resolve end user problems and configuration defects.
• Triage and resolve helpdesk support tickets.
Compliance
• Comply with applicable bank regulations, such as regulations governing currency transactions, purchase of negotiable instruments, and money laundering (BSA, AML). • Comply with all applicable regulations and Bank policies regarding employment and employment law. • Participate in annual compliance and other job-related training.
Relationships and Contacts
Internal: Frequent communication with Team Members and Stakeholders in various areas and levels throughout the Bank. External: Occasional contact with bank’s third party vendors. Education and Experience
• Associate’s degree in Data Analytics or a business-related field preferred. • Salesforce Certified Administrator required. • Minimum 2 years in Salesforce Administration. • Minimum 2 years working with Sales, Service and Financial Services Clouds.
• Minimum 2-4 years’ experience in digital or data analytics. • Minimum 2-4 years in MCIF & CRM or database management.
Skills and Competencies
• Experience with MCIF and CRM database management. • Strong written and oral communication skills. • Strong attention to details and accuracy. • Excellent organization and time management skills. • Self-driven, independent who can manage initiative through completion. • Ability to work with a diverse group of professionals & work as an individual contributor. • Proficiency in Microsoft Word, PowerPoint, and Excel.
Working Conditions Traditional office environment with the ability to work remotely on a hybrid basis; the office maintains five day a week operations (Monday – Friday) with operational hours of 8:00am – 5:00pm.
Penn community Bank is an equal opportunity employer.