Retail Banking Systems & Scheduling Coordinator

The Cape Cod Five Cents Savings Bank; Barnstable Village (MA); On-site; USD 45,000 - 65,000; Full time

Job summary

The Cape Cod Five Cents Savings Bank is seeking a Retail Administrative Coordinator to enhance operational efficiency, manage workforce scheduling analytics, and optimize CRM usage across Banking Centers. You will support the Retail Services Officer and CBSO with process improvements and administrative project work.

The role emphasizes cross-functional collaboration with IT, Retail, and vendor partners, plus documentation and training to ensure consistency in frontline execution and reporting.

Qualifications

• Three years of Retail Banking or financial services experience.
• Strong knowledge of MS Office product suite and the ability to quickly learn new software and applications.
• Strong communications skills, with clear, concise written communication.

Responsibilities

• Administer day-to-day functionality, configuration, and support of workforce management and CRM systems.
• Ensure standardized processes, reporting, training, and coaching across platforms.
• Collaborate with IT, Retail, and vendor partners to implement upgrades and troubleshoot issues.
• Document system workflows, maintain user permissions, and assist in rollout of new features or modules.
• Oversee workforce management scheduling to ensure accurate staffing and service levels.
• Develop and distribute workforce and scheduling reports with actionable insights for leadership.
• Promote CRM adoption and consistent usage across Banking Centers.
• Provide administrative and project support to the Retail Services Officer and CBSO.

Skills

Retail banking experience

MS Office

Excellent communication

Education

Bachelor's degree preferred

Tools

MS Office

Job description

The Cape Cod Five Cents Savings Bank is seeking a Retail Administrative Coordinator to enhance operational efficiency, manage workforce scheduling analytics, and optimize CRM usage across Banking Centers. You will support the Retail Services Officer and CBSO with process improvements and administrative project work.

The role emphasizes cross-functional collaboration with IT, Retail, and vendor partners, plus documentation and training to ensure consistency in frontline execution and reporting.