New Business & CRM Operations Specialist

Kish Bank; Lewistown (Mifflin County); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Competitive Compensation

401(k) with Company Match

Company-Paid Life Insurance

Employee Discounts on Kish Services

Job summary

Kish Bank is seeking a New Business Coordinator in Lewistown, PA to oversee the client service model and system operations. The role works closely with Financial Advisors to refine client session outcomes and documentation, ensuring smooth workflow and accurate CRM progress tracking.

The ideal candidate demonstrates strong problem-solving, written communication, and customer service skills, plus applicable licenses and a commitment to sales opportunities within a supportive banking team.

Qualifications

• Knowledge of client service models and CRM systems.
• Ability to implement processes and educate others.
• Experience in sales and customer service.
• Insurance licensing requirements and Pennsylvania regulations.

Responsibilities

• Manage the client service model and related system operations to improve customer service and data-driven decisions.
• Collaborate with Financial Advisors to review/refine client session outcomes and documentation.
• Oversee, assign, and track action items to maintain smooth business workflow.
• Monitor CRM activity, ensuring accurate status updates and progress tracking.

Skills

Learning agility

Problem solving

Written communication

Customer service experience

Insurance licenses

Education

High school diploma or equivalent

Job description

Kish Bank is seeking a New Business Coordinator in Lewistown, PA to oversee the client service model and system operations. The role works closely with Financial Advisors to refine client session outcomes and documentation, ensuring smooth workflow and accurate CRM progress tracking.

The ideal candidate demonstrates strong problem-solving, written communication, and customer service skills, plus applicable licenses and a commitment to sales opportunities within a supportive banking team.