Description

At INTRUST Bank, 10 character qualities are at the foundation of all we do. They include respect, positivity, compassion, humility, and initiative. They guide our interactions with customers and each other, are why we give back to communities, and inform how we shape our goals as a company. These character qualities are our tradition, and we bring them to life each day.

Your career is important to you, which makes it important to us. At INTRUST you’ll find a welcoming, encouraging atmosphere where your talents can thrive. You will be supported in your career, you can lead no matter what your title, and you can see a path for future growth. If you’d like to find a place of work where you’re appreciated, can find balance, and have a sense of belonging, then we encourage you to apply for this role.

A modern benefits approach: To support our employees and their families, INTRUST offers a comprehensive, market-competitive benefits package that prioritizes your total well-being.

• Competitive pay

• Generous time off

• Employees receive three weeks of paid vacation plus 11 paid holidays each year.

• Paid time off to volunteer in the community.

• Paid employee and family sick leave.

• Paid parental leave.

• 401(k) plan with 6% employer match and 100% immediately vested.

• 3% non-elective company contribution; non-elective contribution vested after 3 years of service.

• Career growth and development resources

• Tuition reimbursement for full-time and part-time employees enrolled in any degree program.

• Banking benefits

• Medical, dental, and vision insurance

Benefits eligibility is dependent upon hire date and employment status. Ask for our benefits guide for full details.

Job Summary: The CRM Specialist will work as part of a dedicated team to optimize the Salesforce platform to meet the needs of various business units. This position will collaborate with internal stakeholders to understand their requirements, administer and enhance the system, provide technical support, and promote user adoption. Promotes an environment of teamwork within the department and across the bank. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships. Must maintain strict standards of confidentiality and perform duties in a manner supporting INTRUST’s Character Qualities.

Essential Functions: All expectations described in the job description’s essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation.

• Consult with clients and stakeholders to gather and document user requirements, analyze business processes, and implement solutions to optimize Salesforce users' effectiveness.

• Ensure data integrity and accuracy by monitoring and maintaining systems, including backing up data, applying patches, and upgrading software versions to ensure security, reliability, and availability.

• Assist in event management, reports and dashboards, form development, communication campaigns, data uploads, and other routine tasks.

• Provide tier 1 technical support and troubleshooting for CRM-related concerns raised by users, such as fixing bugs, errors, or performance issues, and answering user queries and feedback.

• Suggest improvements consistent with best practices and communicate any system changes, upgrades, or clarifications to end users.

• Customize and configure systems such as adding objects, fields, record types, validations, forms, and page layouts while coordinating all changes in accordance with the Change Management guidelines.

• Document and report on development activities, including creating technical specifications, progress reports, and project plans.

• Streamline business processes and improve data flow by integrating Salesforce with other systems and applications.

• Develop and execute testing solutions to ensure the functionality, performance, and reliability of CRM systems, such as creating test plans, conducting tests, and documenting results to identify and resolve any issues.

• Research and learn new technologies, platforms, and tools, to enhance their skills and knowledge and to improve solutions.

Education and Experience: High School diploma or equivalent required. Bachelor's degree and/or equivalent work experience in Computer Science and/or Finance required. Experience with Salesforce Platform and nCino Platform is preferred.

Required Skills and Knowledge: Excellent communication, collaboration, and problem-solving skills. Strong penchant for critical thought and innovation. An understanding of relational database concepts and data management is required. Committed to meeting deadlines and maintaining punctuality. Willingness to learn and adapt to new technologies and processes. Possesses a servant's heart with humility towards building trusting relationships. Values people over technology and leverages technology to elevate the value of people for the company.

Required Licenses and/or Certifications: None

Physical Demands: Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking. Occasional lifting up to 25 lbs. The physical demands necessary for this role should be performed with or without a reasonable accommodation.

Working Conditions: Normal office conditions. Some travel required related to conferences and training.

This job description summary is not intended to be an employment contract, nor is it intended to state or imply these are the only activities to be performed by the employee occupying this position. Employees will be required to follow any other duties as assigned or requested by their supervisor.

INTRUST Financial Corporation and its subsidiaries, including INTRUST Bank, are Equal Opportunity Employers whose policy is not to discriminate unlawfully against any qualified employee or applicant for employment on the basis of protected military or veteran status, disability, race, color, religion, sex, age, national origin, pregnancy, genetic information, sexual orientation, gender identity, or any other classification protected by applicable local, state or federal law; except where an individual’s protected category constitutes a bona fide occupational qualification.

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)