Job description:
Essential Functions
The following is a list of essential functions, which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function.
- Collect, analyze, and interpret production related data from various sources (DNA, Salesforce, Encompass, etc.), and publish insights and findings.
- Perform data validation and ensure data integrity and accuracy across multiple platforms.
- Develop and maintain Dashboards and other reporting tools (Encompass/Salesforce) to track trends, patterns, and key performance indicators (KPIs).
- Proactively communicate and collaborate with cross-functional teams to identify efficiencies and process improvements.
- Maintain Salesforce/Encompass user profiles, permissions, and security settings.
- Provide "day to day" support to users, including managing FAQ, troubleshooting, and workflow development.
- Act as liaison to Learning & Development, offering subject matter expertise of new and existing functionality, to assist in curriculum development.
- Conduct routine testing and execute quality assurance procedures (QA) of data systems.
- With sales leaders: Create, manage, and monitor sales campaigns, ensuring leads and opportunities are distributed as required, with timely disposition.
- Oversee data transmissions to other entities, vendors, and investors (FNMA, etc.) while ensuring data security protocols are honored
Compliance
- Comply with all applicable regulations and Bank policies regarding employment and employment law.
- Participate in annual compliance and other job-related training.
- Comply with applicable bank regulations, Bank policies and procedures.
- Comply with Bank's internal privacy and ethics standards.
Relationships and Contacts
Internal: Reports to Salesforce & Data Administration Manager; Frequent communication with Team Members and Stakeholders in various areas and levels throughout the Bank.
External: Occasional contact with current and prospective customers as well as the banks third party vendors.
Education and Experience
- Bachelor's degree in a related field from a four-year college or university; or 3-5 years banking experience; or equivalent combination of education and experience.
- Minimum of 3 years' experience in retail banking, preferably in either consumer loan originations, sales, or consumer loan product management.
- Encompass experience preferred.
- Salesforce experience preferred.
Skills and Competencies
- Advanced analytical knowledge of data.
- Strong analytical skills.
- Strong attention to detail.
- Self-motivated and proficient in time management/prioritization skills.
- Strong internal/external customer focus and bottom-line orientation.
- Strong math and computer skills.
- Ability to read and interpret documents such as financial statements, compliance regulations, and policy/procedure manuals.
- Ability to write routine reports and correspondence.
- Ability to speak effectively before groups of customers, Team Members, or Directors.
- Proficient in Microsoft Office
Working Conditions
Traditional office environment with ability to work remotely on a hybrid basis; the office maintains five day a week operation (Monday - Friday) with operational hours of 8:00am - 5:00pm.
Physical Demands
Penn Community promotes an equal opportunity workplace, which includes reasonable accommodations of otherwise qualified disabled applicants and employees. Please contact Human Resources with questions regarding the physical demands of this position.
- Lifting/carrying up to 10 lbs.
- Manual dexterity for computer work
- Speaking, hearing, and vision are required to perform essential functions
Penn community Bank is an equal opportunity employer.