Sales & Service CRM Associate

Compensation

$

Hours Per Week

40

Number Of Positions

1

Job Description

Job Title: Sales & Service CRM Associate

FLSA Status: Non-Exempt

Department: Sales & Service

Hours of Operation: 40 hrs/week (Monday-Friday) – 8:30am to 5:00pm

General Job Summary:

The Sales & Service CRM Associate supports Stock Yards Bank & Trust’s customer relationship management (CRM) platform by assisting with daily system maintenance, data quality, user support, reporting, and workflow administration. This position is ideal for a detail oriented, tech savvy communicator who can collaborate across departments and support CRM driven initiatives that enhance customer engagement and operational efficiency.

Organizational Duties and Responsibilities:

Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.

Supports all functions that maintain compliance with regulatory agencies.

Essential Duties and Responsibilities:

Act as first-line support for CRM users, assist in managing user accounts, permission settings, and role assignments to maintain appropriate access controls

Help monitor system performance and identify basic issues for escalation

Database Maintenance: Perform routine data quality checks

Client On-Boarding: Assist with daily/weekly task relating to Retail`s On-Boarding

Provide light training for new CRM users; participate in CRM enhancement projects, user testing cycles, and system updates.

Assist the CRM Manger in documenting existing processes and user guides

Take meeting notes and track action items

Assist Sales & Service department with other projects when necessary

Working Conditions: Work in office setting with some travel required to branches and event locations

Minimum Job Requirements:

Education: High School Diploma or equivalent required;

Experience:

Experience working with databases, customer records, or data-entry systems preferred.

Experience supporting end users, providing basic system support, or troubleshooting technical issues preferred.

Banking or financial services experience preferred, but not required.

Specific Skills:

Strong attention to detail, organizational skills, and comfort working with data.

Excellent communication and customer service attitude

Ability to troubleshoot basic technical issues and escalate when needed.

Familiarity with CRM platforms

Data accuracy & quality control

Problem solving and analytical thinking

Confidentiality & compliance awareness

Collaboration across multiple departments

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Primarily sedentary work performed in an office environment

Ability to sit for extended periods of time while working at a computer

Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment

Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person

Visual acuity sufficient to read computer screens, printed documents, and financial data

Occasional standing, walking, bending, or reaching

Ability to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies)

Place of Work

On-site

Requisition ID

40761