Sales & Service CRM Associate

Stock Yards Bank & Trust•Louisville, KY

10d•Onsite

About The Position

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.

Requirements

High School Diploma or equivalent required
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.
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

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
Perform routine data quality checks
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

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