Salesforce/nCino Administrator I

Orrstown Bank•Harrisburg, PA

52d•Onsite

About The Position

Position Summary: The Salesforce/nCino Administrator I will be responsible for the day-to-day administration and support of our Salesforce environment. This role involves managing user accounts, daily tickets, maintaining data integrity, and assisting with the implementation of new features and functionalities. This position will work directly with the business and other IT teams to deliver solutions that drive business value. Qualifications:1+ years working as a Salesforce Administrator or nCino Administrator, specifically performing system administration, data management, testing and release management in a Salesforce environment1+ years of experience working in the financial services industry preferred; strong business acumen and working knowledge of commercial and retail product origination and CRM strongly preferredExcellent written and verbal communication, interpersonal and collaboration skillsProven capacity to understand complex business and technical conceptsHighly self-motivated individual with demonstrated ability to work under minimal supervisionMust be detail-oriented and demonstrate strong analytical and creative problem-solving skills Certified Salesforce Administrator and nCino Certifications preferredCore Competencies:Career Development: Proactively prepares and actively participates in ongoing, candid, constructive monthly Coaching sessions with supervisor. Seeks advancement into challenging and developmental roles and assignments. Sets and meets clear, measurable goals.Communicates Effectively: Demonstrates the ability to effectively communicate with all employees and clients, regardless of level. Communicates clearly, concisely, with candor and confidence. Writes, speaks and listens to disseminate and receive information effectively and accurately. Seeks to understand the viewpoints of others. Keeps others informed in a timely manner.Focuses on the Client: Anticipates and identifies internal and external client needs. Takes action to meet and, where possible, exceed client expectations. Plans and organizes work effectively to facilitate responsiveness to client and meet deadlines.Judgment: Demonstrates sound reasoning and well-balanced thinking. Balances the need for action with the need for analysis. Incorporates strategic thinking skills into practice by examining facts. Shows an ability to problem solve complex issues. Probes beyond symptoms to determine the underlying cause. Learns from and accepts responsibility from mistakes.Teamwork: Demonstrates the ability to enhance the department and Orrstown Banks development through participation. Holds self and others accountable for exceeding departmental and corporate goals. Develops strong working relationships throughout the organization. Appropriately voices opinions, even if they are contrary to the consensus of the team. Initiates and develops positive working relationships with others in a way that builds bridges across boundaries and breaks down silos. Relates to others in an open and accepting manner that creates trust, respect and a collaborative environment. Essential Duties:Provide support to Salesforce users, troubleshoot issues, and escalate complex problems as needed.Assist in design, configuration, and deployment of the Salesforce/nCino platform features and functionality to support and innovate business processes (including system settings, objects, workflows, business rules, approval matrix, document manager, emails, policies, checklists, mobile administration, flows, and page layouts).Develop and maintain best practices and documentation for other administrators and members of the technical and business teams utilizing Salesforce/nCino functionality.Follow the release management process ensuring all integration release processes are followed, and all features and functionality have been properly vetted and tested before deployment.Proactively monitor performance of all incoming and outgoing data and integrations, including efficient issue resolution to minimize business impact.Perform batch reassignments, imports, cleanups and data audits to support data and process integrity on the platform to reduce negative business impacts.Create and maintain reports and dashboards for the organization.Maintain awareness, understanding and compliance with the Banks internal policies and procedures, laws and regularly obligations.Collaborate with other IT teams on projects and continuous delivery initiatives.Remain current and knowledgeable with all Salesforce and nCino functionality by taking continuing education classes and actively participating in the nCino and Salesforce communities.Serve as Tier II Support and provide exceptional customer service to end users by answering questions, identifying, diagnosing, and resolving issues and educating users on platform functionality. Serve as Tier I Support to maintain scalable SLAs regarding end user issues and identified bugs.Abide by the current laws and organizational policies and procedures designed and implemented to promote an environment that is free of sexual harassment and other forms of illegal discriminatory behavior in the workplace, support risk management practices and overall safety and soundness and the Banks compliance with all regulatory requirements. Ensure that the department and all personnel adhere to the same; perform tasks that are supportive in nature to the essential functions of the job which may be altered or redesigned depending on individual circumstances.Physical Requirements:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle or feel, reach with hands and arms, and talk or hear. The employee is frequently required to stand and walk. The employee may occasionally lift and/or move up to ten pounds. Ability to reach destinations within the Orrstown footprint always is required.Ability to work and report to the employers physical work location(s). Work Environment:Work is performed in an office setting with little to moderate exposure to noise, heat, dust or other adverse factors. Working extended hours may be required as needed. The noise level in the work environment is usually quiet.

Requirements

1+ years working as a Salesforce Administrator or nCino Administrator, specifically performing system administration, data management, testing and release management in a Salesforce environment
Excellent written and verbal communication, interpersonal and collaboration skills
Proven capacity to understand complex business and technical concepts
Highly self-motivated individual with demonstrated ability to work under minimal supervision
Must be detail-oriented and demonstrate strong analytical and creative problem-solving skills
Ability to reach destinations within the Orrstown footprint always is required.
Ability to work and report to the employers physical work location(s).

Nice To Haves

1+ years of experience working in the financial services industry preferred; strong business acumen and working knowledge of commercial and retail product origination and CRM strongly preferred
Certified Salesforce Administrator and nCino Certifications preferred

Responsibilities

Provide support to Salesforce users, troubleshoot issues, and escalate complex problems as needed.
Assist in design, configuration, and deployment of the Salesforce/nCino platform features and functionality to support and innovate business processes (including system settings, objects, workflows, business rules, approval matrix, document manager, emails, policies, checklists, mobile administration, flows, and page layouts).
Develop and maintain best practices and documentation for other administrators and members of the technical and business teams utilizing Salesforce/nCino functionality.
Follow the release management process ensuring all integration release processes are followed, and all features and functionality have been properly vetted and tested before deployment.
Proactively monitor performance of all incoming and outgoing data and integrations, including efficient issue resolution to minimize business impact.
Perform batch reassignments, imports, cleanups and data audits to support data and process integrity on the platform to reduce negative business impacts.
Create and maintain reports and dashboards for the organization.
Maintain awareness, understanding and compliance with the Banks internal policies and procedures, laws and regularly obligations.
Collaborate with other IT teams on projects and continuous delivery initiatives.
Remain current and knowledgeable with all Salesforce and nCino functionality by taking continuing education classes and actively participating in the nCino and Salesforce communities.
Serve as Tier II Support and provide exceptional customer service to end users by answering questions, identifying, diagnosing, and resolving issues and educating users on platform functionality.
Serve as Tier I Support to maintain scalable SLAs regarding end user issues and identified bugs.
Abide by the current laws and organizational policies and procedures designed and implemented to promote an environment that is free of sexual harassment and other forms of illegal discriminatory behavior in the workplace, support risk management practices and overall safety and soundness and the Banks compliance with all regulatory requirements.
Ensure that the department and all personnel adhere to the same; perform tasks that are supportive in nature to the essential functions of the job which may be altered or redesigned depending on individual circumstances.