Retail Banking Operations & CRM Coordinator

The Cape Cod Five Cents Savings Bank; Hyannis (MA); On-site; USD 32,000 - 41,000; Full time

Job summary

The Cape Cod Five Cents Savings Bank in Hyannis, MA is seeking a Retail Administrative Coordinator to support Retail Banking operations, systems administration, and strategic initiatives. You will help optimize CRM and workforce management tools to enhance scheduling and service delivery.

You will collaborate with IT and vendor teams, prepare reporting, coordinate meetings, onboarding/offboarding, and drive process improvements across Banking Services.

Qualifications

• Bachelor’s degree preferred or equivalent experience.
• Three years of Retail Banking or financial services experience.
• Strong knowledge of MS Office and the ability to quickly learn new software.
• Excellent written and verbal communication skills.

Responsibilities

• Administer the day-to-day functionality, configuration, and support of the Bank’s workforce management and CRM systems.
• Develop and distribute workforce and scheduling reports, highlighting actionable insights for leadership.
• Collaborate with IT, Retail, and vendor partners to implement upgrades, test enhancements, and troubleshoot issues.
• Document system workflows, maintain user permissions, and assist in the rollout of new features or modules.
• Provide administrative and project support to the Chief Banking Services Officer and the broader Banking Services team.
• Coordinate logistics, agendas, take minutes, and follow-up for key committees chaired by the CBSO, as needed.

Skills

MS Office

Communications

Technical aptitude

Education

Bachelor’s Degree or equivalent experience

Tools

CRM systems

Workforce management software

Job description

The Cape Cod Five Cents Savings Bank in Hyannis, MA is seeking a Retail Administrative Coordinator to support Retail Banking operations, systems administration, and strategic initiatives. You will help optimize CRM and workforce management tools to enhance scheduling and service delivery.

You will collaborate with IT and vendor teams, prepare reporting, coordinate meetings, onboarding/offboarding, and drive process improvements across Banking Services.