The CRM Manager maintains the Customer Relationship Management (CRM) system, verifies data integrity, and creates reporting. This position supports marketing campaigns and sales opportunities by creating and presenting training, maintaining system codes, and preparing reports. The CRM Manager reports to the Enterprise Deposit Strategist and provides excellent service and support to team members and customers while demonstrating the Company's values and supporting the mission.
Responsibilities
Maintain the CRM system by verifying data integrity daily to include confirming data is accurate
Monitor and maintain system configuration on a daily, weekly and monthly basis and create and revise templates as needed
Provide leadership to team members including training, coaching, and mentoring
Add or remove employee profiles, assist with building dashboard, and reset passwords as needed
Monitor daily data load execution to include loading of third-party file
Support marketing campaigns and sales opportunities by creating and presenting training, maintaining codes, fields, groups, etc., and preparing reports
Support the sales incentive program and compensation through tracking of referrals, cross-sell, etc.
Responsible for training new and current system users
Manage CRM system enhancements
Assist with development and implementation of new phases as future capabilities are introduced, collaborate with business units to develop enhancements as workflow changes
Partner with vendor regarding enhancements and automation projects to include staying informed of new CRM releases
Organize releases, testing, and communication regarding releases
Serve as point of contact for team member questions regarding system functionality, proper usage, and data-related questions
Collaborate with cross-functional leadership and partnerships to optimize customer experience, sales results, and operational efficiencies
Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional associations
Attend training as requested
Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
Participate in outside community activities as required
Perform other duties as assigned
Requirements
High School diploma or GED
5 years of CRM system experience
Knowledge of sales, marketing, and operations as relates to the overall use of the CRM system
Proficient with Microsoft Office and other standard software applications
Millions of jobs, with real people getting hired every day
200,000+
New jobs added daily
7,000,000+
Verified job listings
1,000,000+
Tailored applications submitted
Ability to handle a heavy workflow in a courteous and professional manner
Ability to build relationships with customers and internal teammates
Advanced organization and time management skills
Ability to develop and maintain knowledge of Bank products, services, policies, procedures, and systems
Maintain a professional demeanor at all times
Ability to work on multiple projects simultaneously while accomplishing daily tasks
Effective verbal and written communication skills
Excellent interpersonal skills
Critical thinking and problem-solving skills
High standards for integrity, honesty, professionalism, and work ethic
Commitment to service excellence
Ability to work independently while demonstrating excellent organization and follow through
Demonstrate flexible and efficient time management and ability to prioritize workload
Ability and willingness to work with purpose and a strong sense of urgency
Self-motivated, positive, and enthusiastic
Self-starter with a strong desire to exceed expectations and capable of supporting a team
Maintain confidentiality discretion
Ability to effectively work in collaboration with others to achieve business objectives
Willing to grow and be challenged
Benefits
All-inclusive total compensation package
Generous ATO, personal days, sick time
Ability to combine accrued time with short-term disability for 100% pay
Employee Assistance Program
Employee Care Fund
Peer-nominated award ceremonies
Interactive digital rewards platform
Opportunities to explore diverse career paths through the Banker Academy Program
Employee Stock Purchase program
Development through mentorships, workshops, banking schools, and certifications
About the Company
Working at Wilson Bank & Trust means joining a purpose-driven organization where community impact and professional growth go hand in hand. The commitment to serving communities is matched by dedication to supporting employees through recognition, rewards, and opportunities to grow. Collaboration and servant leadership are at the heart of everything the company does, creating an environment where talent is valued and service is elevated. The company invests heavily in development because when its people grow, its customers thrive.
