Major Duties and Responsibilities: Upholds SmartBank Core Values and Core Purpose of Act with Integrity, Be Enthusiastic, Create Positivity, Demonstrate Accountability and Embrace Change. Adheres to and embraces the SmartBank Way by Acting Smart, Looking Smart and Being Smart. Perform administration of SmartBank's Salesforce instance and security settings using the standard aspects of the Salesforce Setup menu. Manage the loan lifecycle and CRM applications implemented on the Salesforce platform. Identify and diagnose end user problems in a manner that exemplifies SmartBank's high standards of customer service. Develop and maintain custom reports, dashboards, and processes to continuously improve data quality, process integrity and productivity. Assist with the institution's data maintenance including auditing and diagnosing data integrity issues and completing bulk imports of data. Define, communicate, and manage a change management (release) process to develop and implement new vendor application extensions or updates to existing applications. Perform intermittent application testing of new nCino releases and internal organizational changes. Perform updates to basic nCino configuration to include nominal application configuration such as creating validation rules, workflow rules, and approval processes for form generation templates and credit memo templates. Understand, create, and manage various Salesforce and nCino syntax. Create, update, and manage nCino Support Cases. This includes researching documentation available in nCino's Community platform, clearly defining the issue, and actively working with nCino's Support Services team to resolve the case. Perform batch reassignment of accounts and opportunities based on organizational changes. Monitor user adoption rates and respond as needed. Develop training plans, materials, and documentation for application users, keep materials up to date, and coordinate ongoing training sessions for new users. Deliver training and communication to business users, including collaborating with management to identify new and creative opportunities to leverage the applications to support additional business processes or functions. Recommend best practices based on interactions with the user community. Complies with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act. Performs other duties as assigned. Position Requirements and Qualifications: Education: Bachelor's degree or Equivalent work experience. Training Requirements (licenses, programs, or certificates): Salesforce Administrator Certification nCino Administrator Certification Knowledge, Skills, and Abilities: Excellent customer service skills. Ability to apply knowledge and sound judgment in decision-making using established guidelines. Experience with Apex programming language. Experience with Visualforce development. Experience with other report writing software. 1-3 years of experience with Microsoft SharePoint administration. Strong written and oral communication skills. Detail oriented and ability to function in a team environment. Effective communication, interpersonal, and relationship building skills. Demonstrates ability to maintain a positive attitude. High level of integrity and confidentiality. Able to maintain regular and predictable attendance. Willing to accept new ideas and methods and be agreeable to change. Work Conditions: Able to routinely stand, sit, bend and stoop. Occasionally lift or carry loads up to 40 pounds. Ability to stand for long periods of time as needed Frequently and regularly required movements using wrists, hands, and/or fingers. Average, ordinary, visual acuity necessary to prepare and inspect documents or products and operate machinery. Ability to hear average or normal conversations and receive ordinary information. Must be available to work the required schedule of the branch office to include Saturdays. May be required to travel to training sessions or meetings. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) SmartBank
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