CRM (Customer Relationship Manager System) Administrator

Job Description

Job Description

United Community Bank is looking for a CRM (Customer Relationship Manager System) Administrator. This position is responsible for the day-to-day management, configuration and maintenance of the Bank's CRM system. This role ensures the platform effectively supports user needs, enhances data integrity, and drives operational efficiency by customizing the system to meet business requirements.

This is an in-office position and is not eligible for remote placement at this time.

Essential Duties and Responsibilities :

• Design and configure the CRM to meet evolving bank needs including but not limited to creating and modifying custom fields, page layouts, dashboards, reports and workflows
• Maintain data quality through regular cleanup, de-duplication, and validation
• Manage data import and export tasks and ensure compliance with data governance standards
• Partner with other departments to gather bank requirements and translate them into CRM solutions
• Analyze data to identify trends, create reports for bank leadership, and provide actionable bank insights
• Monitor and assist with integrating the CRM with other software
• Act as the primary point of contact for end-users, providing technical support, troubleshooting issues, and isolating problems
• Develop and deliver user training and documentation to promote effective system adoption
• Perform routine administrative tasks, including user setup, managing access permissions and security roles, and installing updates
• Develop and maintain effective working relationships at all levels by proactively participating and contributing to a positive work environment, controlling emotions and temperament, and exhibiting courteous, respectful, and professional behavior at all times
• Maintain familiarity with bank products and services
• Maintain familiarity with all regulatory standards
• Maintain familiarity with and uphold all Bank policies and procedures
• Complete all training requirements as assigned
• Other related duties as assigned

Qualifications :

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Computer Requirements :

Education / Experience Requirements :

Additional Requirements :

Attendance Requirements :

Employees are expected to report to work as scheduled, on time and prepared to start work. Employees are expected to remain at work for their entire work schedule. Late arrival, early departure or other absences from scheduled hours should be avoided.

Certificates, licenses, or registrations :

Working Conditions :

This job operates in a clerical setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical requirements :

Benefits :

The following benefit programs are available to all employees :

In addition, the following benefits are available to all full-time employees after meeting eligibility requirements :

Some benefit programs require contributions from the employee, and all begin on the first of the month after eligibility is met. Certain benefits provided by United Community Bank are governed by plan documents.

Please visit https : / / ucbbanks.com / careers for more information on UCB's complete benefit package.