CRM Specialist

WESTconsin Credit Union; Menomonie (WI); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

Healthy Living Fund Contribution

Student Loan Repayment Program

401(k) Contribution and Match

Job summary

WESTconsin Credit Union is seeking a system-focused professional to own the WEST360 strategy and roadmap, acting as the primary system expert and business lead. You will collaborate with the Systems Applications team to design, test, and implement enhancements, and leverage data to drive insights for member growth.

This role emphasizes cross-functional collaboration, improving the member journey, and delivering innovative system solutions that strengthen relationships and financial wellness.

Qualifications

• Bachelor's degree or equivalent years of experience.
• 3-5 years of related work experience required.
• Prior knowledge and experience working in CRM and Core financial systems.
• Strong technical and interpersonal communication skills.

Responsibilities

• Own the WEST360 System Strategy & Roadmap and drive its development.
• Serve as Primary System Expert & Business Lead.
• Partner cross-functionally to design, test, and implement system enhancements.
• Leverage data to drive insights and decisions.
• Advance member growth and relationship by deepening system capabilities.
• Enhance member experience through system innovation.

Skills

CRM expertise

Data analysis

Cross-functional collaboration

System strategy & roadmap

Education

Bachelor's degree or equivalent

Tools

CRM software

Core banking systems

Job description

AtWESTconsin Credit Union, we believe in the power of people helping people. Our mission is to give members, communities, and one another the inspiration, resources, and support to achieve financial wellness. We fulfill our mission by creating a positive impact in our members' lives by providing trusted financial services and building lasting relationships. If you're looking to work for an organization where your contributions matter, where teamwork and community are at the heart of everything we do, and where you can grow in a dynamic, supportive culture—then you're in the right place! We’re more than just a credit union; we strive to make a real difference.

Ready to make an impact? Let’s grow together!

What You’ll Be Doing:

• Own the WEST360 System Strategy & Roadmap the development and ongoing execution of the WEST360 enhancement
• Serve as Primary System Expert & Business Lead
• Partner Cross-Functionally on System Enhancements Collaborate closely with the Systems Applications team to design, test, and implement system enhancements
• Leverage data to drive insights and decisions

Advance Member Growth & Relationship by deepening system capabilities

• Enhance Member Experience through system innovation. Continuously identify opportunities to improve the member journey within WEST360.

WhatYou’ll Need to Be Successful:

Bachelor’s Degree or equivalent years of experience

• 3-5 years of related work experience required
• Prior knowledge and experience working in CRM and Core financial systems
• Strong technical and interpersonal communication skills

Why ChooseWESTconsin:

• Health, Dental, and Vision Insurance Plans
• Annual Healthy Living Fund Contribution
• Student Loan Repayment Program
• Impressive 401(k) Contribution and Match Plan

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.