Retail Banking Systems & CRM Coordinator

The Cape Cod Five Cents Savings Bank

Hyannis (MA)

On-site

USD 55,000 - 75,000

Full time

4 days ago

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Job summary

The Cape Cod Five Cents Savings Bank is seeking a Retail Administrative Coordinator to support operating efficiency, systems administration, and strategic initiatives within the Retail Banking division. You will report to the Retail Services Officer and help align technology, operations, and front-line execution.

Responsibilities include managing workforce management and CRM systems, producing staffing analytics, and supporting executive committees.

Qualifications

Bachelor's degree preferred or equivalent experience in administrative or financial services
Minimum three years in retail banking or financial services
Proficient in MS Office and quick to learn new software
Strong written and verbal communication skills

Responsibilities

Support day-to-day system functionality and configuration for workforce management and CRM
Standardize processes, reporting, and coaching for platforms
Collaborate with IT, Retail, and vendors on upgrades and testing
Document workflows and manage user permissions
Oversee scheduling analytics and staffing alignment across Banking Centers
Develop workforce and scheduling reports for leadership
Promote CRM adoption and dashboard creation
Provide admin support to Retail Services Officer and CBSO
Assist in budgeting, onboarding/offboarding, and event logistics
Participate in projects to improve operations and communication