Retail Banking Systems & Scheduling Coordinator

The Cape Cod Five Cents Savings Bank; Hyannis (MA); On-site; USD 52,000 - 72,000; Full time

Job summary

The Cape Cod Five Cents Savings Bank is seeking a Retail Administrative Coordinator to support operational efficiency, systems administration, and strategic initiatives within Retail Banking. You will align technology, operations, and frontline execution while collaborating with IT, Retail, and vendor partners.

Key duties include administering workforce management and CRM systems, generating scheduling analytics for Banking Centers, and supporting CRM adoption and reporting for leadership.

Qualifications

• Bachelor's degree preferred or equivalent experience in administrative or financial services related role.
• Three years of Retail Banking or financial services experience.
• Strong MS Office knowledge and ability to learn new software.

Responsibilities

• Administer day-to-day functionality, configuration, and support of workforce management and CRM systems.
• Develop and distribute workforce and scheduling reports, highlighting actionable insights for leadership.
• Manage and enhance the Bank's CRM system to improve front-line colleague efficiency and client relationship management.
• Provide administrative and project support to the Retail Services Officer and the broader Banking Services team.
• Review Banking Center expense reimbursements and invoices in adherence with accounting standards.
• Coordinate logistics for Retail meetings, training sessions, and other events.

Skills

MS Office

Strong communications

Administrative experience

Retail Banking experience

Education

Bachelor's Degree or equivalent experience

Tools

CRM systems

Job description

The Cape Cod Five Cents Savings Bank is seeking a Retail Administrative Coordinator to support operational efficiency, systems administration, and strategic initiatives within Retail Banking. You will align technology, operations, and frontline execution while collaborating with IT, Retail, and vendor partners.

Key duties include administering workforce management and CRM systems, generating scheduling analytics for Banking Centers, and supporting CRM adoption and reporting for leadership.