Banking Services Operations & CRM Coordinator

Mutual Bancorp; Hyannis (MA); On-site; USD 48,000 - 62,000; Full time

Job summary

Mutual Bancorp in Hyannis, MA is hiring a Retail Administrative Coordinator to support the Retail Banking division’s operations, technology alignment, and strategic initiatives. You will liaise with IT, Retail, and vendor partners to optimize workforce management and CRM workflows, ensuring accurate scheduling and effective reporting.

The role emphasizes collaboration with leadership to improve resource allocation, client servicing, and frontline efficiency within Banking Centers.

Qualifications

• Three years of Retail Banking or financial services experience.
• Strong written and verbal communication skills.
• Proficiency with MS Office and the ability to learn new software quickly.

Responsibilities

• Administer the day-to-day functionality and support of workforce management and CRM systems.
• Develop and distribute workforce and scheduling reports and insights.
• Support the Retail Services Officer and CBSO with staffing, budgeting, and operational projects.

Skills

Retail banking knowledge

MS Office proficiency

Strong communication skills

Education

Bachelor’s degree preferred

Tools

CRM systems

MS Office

Job description

Mutual Bancorp in Hyannis, MA is hiring a Retail Administrative Coordinator to support the Retail Banking division’s operations, technology alignment, and strategic initiatives. You will liaise with IT, Retail, and vendor partners to optimize workforce management and CRM workflows, ensuring accurate scheduling and effective reporting.

The role emphasizes collaboration with leadership to improve resource allocation, client servicing, and frontline efficiency within Banking Centers.