Sales & Service CRM Associate
Stock Yards Bank & Trust•Louisville, KY
•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
Benefits
- 401(K) with a company match of up to 6%
- ESOP employer match
- Medical insurance
- Dental insurance
- Vision insurance
- Cancer/Disease insurance
- Accident insurance
- Flexible Spending Accounts
- Flexible Savings Accounts
- Health Savings Accounts
- Bank paid Life/AD&D insurance
- Voluntary Life/AD&D insurance
- Bank paid Short-Term and Long-Term Disability insurance
- Employee Stock Purchase Plan
- Employee Assistance Program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
