CRM Manager

Wilson Bank & Trust; Lebanon (TN); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Total compensation package

Job summary

Wilson Bank & Trust in Lebanon, TN is seeking a CRM Manager to maintain the CRM system, ensure data integrity, and create insightful reports. The role supports marketing campaigns and sales opportunities by developing training, maintaining system codes, and preparing reports.

The CRM Manager reports to the Enterprise Deposit Strategist and partners with leadership to enhance customer experience and operational efficiency across the bank.

Qualifications

• 5 years of CRM system experience.
• Knowledge of sales, marketing, and operations as relates to the CRM system.
• Proficient with Microsoft Office and other standard software applications.
• 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.
• Commitment to service excellence.

Responsibilities

• Maintain and verify data integrity in the CRM system daily.
• Monitor and adjust system configuration; update templates as needed.
• Provide leadership, training, coaching, and mentoring to team members.
• Add or remove employee profiles; assist with dashboards and password resets.
• Support marketing campaigns and sales opportunities with training and reports.
• Collaborate with cross‑functional teams to optimize customer experience and efficiency.

Skills

CRM system experience

Data integrity

Training & mentoring

Dashboarding

Cross‑functional collaboration

Customer focus

Education

High School diploma or GED

Tools

Microsoft Office

CRM software

Job description

It’s fun to work in a company where people truly BELIEVE in what they’re doing!
We’re committed to bringing passion and customer focus to the business.

CRM Manager

LOCATION: Lebanon, TN

If you’re looking for a career where purpose meets opportunity, and where your contributions truly make a difference, Wilson Bank & Trust is the place for you.

ABOUT US

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. Inside our walls, you’ll find a workplace that reflects the same trusted reputation we’ve built since the beginning. Collaboration and servant leadership are at the heart of everything we do, creating an environment where talent is valued and service is elevated. Your voice matters here—feedback drives decisions on workplace flexibility, transparency, and strategic priorities.

ABOUT THE POSITION

Power Behind the Promise

If Retail is the face of our brand, Operations is the heartbeat that keeps everything moving. In an Operations role, you’re the unseen hero ensuring every process runs smoothly so customers experience consistency and trust every single day. You may not interact with customers directly, but your impact is undeniable—you’re the reason the organization stays strong, secure, and ready for whatever challenges come our way. Think of yourself as part of the vital system that keeps the big picture alive, year after year. When you thrive, the entire organization thrives.

POSITION SUMMARY

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.

POSITION DUTIES AND 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

REQUIRED QUALIFICATIONS :

• 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
• 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

COMPREHENSIVE BENEFITS & RECOGNITION

We believe success should be acknowledged and celebrated. That’s why we offer an all‑inclusive total compensation package, including generous ATO, personal days, sick time, along with unique offerings such as the ability to combine accrued time with short‑term disability for 100% pay, and more. Our Employee Assistance Program and Employee Care Fund provide additional support when you need it most. We celebrate achievements through peer‑nominated award ceremonies and an interactive digital rewards platform, ensuring employees’ contributions are recognized companywide.

GROW WITH US

“Grow With Us” is more than a slogan—it’s an invitation. Whether partnering with local schools to teach the next generation hands‑on financial life lessons through School Bank, exploring diverse career paths through our Banker Academy Program, or investing in yourself through our Employee Stock Purchase program, you’ll find opportunities tailored to your interests and ambitions while working for WBT. We invest heavily in development through mentorships, workshops, banking schools, and certifications because when our people grow, our customers thrive.