![The Cooperative Bank of Cape Cod](https://media.trabajo.org/img/noimg.jpg)
CRM & Business Intellegence Officer
2 months ago
Under the direction of the First Vice President, Business Intelligence Manager, the CRM (Client Relationship Management) & Business Intelligence Officer serves as CRM platform expert and business/systems analyst interpreting data in order to model, monitor, inform and predict business outcomes. This role will optimize the CRM solution in order to ensure an exceptional customer experience, enhance customer retention, and drive business growth while collaborating with a diverse group of stakeholders including: Retail & Digital Banking, Commercial and Residential Lending, Wealth Management, Marketing and Client support teams across the organization.
ESSENTIAL RESPONSIBILITIES
Researches, collects, cleans, analyzes and reports on data to find key insights, makes meaningful recommendations, and identifies opportunities. Ensures all relevant data points have been incorporated into reporting to conduct a comprehensive analysis.Prepares and presents analytical findings in reports, summaries, dashboards, graphs, charts and maps to provide users with detailed intelligence about the state of the business. Creates graphs, infographics and other methods to visualize data to accompany written interpretation.Draws conclusions from data to describe, predict, and improve business performance and provides insights to senior management and business leaders in support of decision-making efforts.Generate and analyze management's reports and dashboards on CRM system metrics, customer interactions, and campaign effectiveness. Present findings to stakeholders and suggest improvements. Understand business requirements and then assist business stakeholders with the design, data mapping, and use cases for the CRM system. Further, creates and maintains management reports and dashboards for purposes of ongoing monitoring and oversight.Understands and maintains database structure to support mapping efforts for any interfaces to outside systems. Maintains data integrity through design, maintenance and security in the CRM application.Creates workflow automation to support operating efficiencies, the sales process, account management and ongoing customer support. This includes transitioning legacy processes to use CRM tools for purposes of streamlining overhead and embedding efficiencies in the client relationship and sales processes. Develops and maintains a process to track enhancements and maintenance including automated processes.Troubleshoots technical issues and devises immediate and long-term solutions. Catalogs, reports and analyzes system issues and identifies current status of each issue and trends for follow up.Provides training and education for new users, and for existing users as the CRM system evolves and grows. Monitors proper use of system to limit process breakdowns associated with the application.Follows bank wide policies and procedures related to change management and project management.Supports information technology as needed with the following: Assists with any interfaces, real time or batch oriented, with outside systems. Understands data mapping and works with the Information Systems team to verify changes are mutually agreed upon.Maintains user accounts across multiple organizations to establish the proper blend of user business functionality and adherence to compliance.Develops and implements functional tests for security configurations and automated processes.Assures CRM software is at the most recent release required to maintain vendor support and to allow the functions required by the business line.Monitors system release notifications from assigned application vendors to watch for critical system patches and/or software updates and work with the business to identify enhancements they wish to deploy.The above is a description of the ordinary duties of the position. It should be expected that from time to time, other duties related and unrelated to the above, may be assigned and, therefore, required.Our history of success and commitment to exceptional customer service starts with our employees and we are seeking candidates who share our vision of excellence and distinction. In addition to working with our engaged and exceptional team members, the successful candidate will be provided with competitive salary and outstanding benefits that include health dental and vision insurance, generous 401(k) match and tuition reimbursement. Member FDIC. Member DIF. Equal Opportunity Employer.
COMPETENCIESAnalytical Skills - Strong analytical and problem-solving skills, with the ability to interpret data and make informed decisions. Communication – Clear, concise, effective written and verbal communication skills to effectively express thoughts, ideas and concepts to bank employees and vendors. Ability to interact brilliantly with customers, colleagues, and public. Professionalism – Upholds a consistent professional appearance and demeanor; demonstrates a work ethic of high standards and maintains a congenial, cooperative attitude; even under pressure.Integrity – Manages sensitive and confidential information with absolute discretion and sound judgement in all business matters.Flexibility – Willingness to respond to emergencies and work additional hours when needed. Ability to adapt to new applications and environments. Customer Service – Willingness to provide a level of service which will clearly differentiate us from our competitors. Self-Management – Ability to work independently with minimum supervision.Teamwork – Ability and desire to work effectively with a variety of departments, employees and project teams.QUALIFICATIONS
Education and and/or Experience
Bachelor's Degree in Computer Science, Operations or Programming preferred; or equivalent in related field.At least seven years' experience with Systems Support, Application Configuration, Microsoft Windows Operating Systems and familiarity with databases and web applications. Knowledge of PowerBI, SQL, Cognos, Excel, or similar tools preferred.Sales administration and relationship management experience preferred.Financial Institution CRM experience preferred.PI
-
Office Manager
3 weeks ago
Hyannis, United States HireVenture Full timeJob DescriptionJob DescriptionTitle: Office ManagerLocation: OnsiteTerm: Temp (7-months)Our client is a leading provider of fire safety solutions, committed to ensuring the safety and security of businesses and communities. With a focus on excellence and innovation, our client delivers comprehensive fire protection services to a diverse range of...
-
Senior Wealth Management Officer
3 months ago
Hyannis, United States The Cape Cod Five Cents Savings Bank Full timeGENERAL SUMMARY: The Senior Wealth Management Officer directs and coordinates activities relative to administering investment management accounts, creating and administering personal trusts, court-ordered guardianships, and other fiduciary accounts in accordance with the terms of the trusts, wills, court orders, or other governing documents. Acts as an...
-
Pro Territory Manager
2 weeks ago
Hyannis, United States West Marine Full timeAbout the job About West Marine We don’t just sell anchors and rigging. We sell a love of the water that lasts for generations. We don’t just sell life jackets and flares. We sell peace of mind for your most precious cargo. We don’t just have a passion for boating. We have a lifetime of experience that we can’t wait to share with you. So when...
-
Chief Financial Officer YMCA Cape Cod
2 weeks ago
Hyannis, United States YMCA Cape Cod Full timeDescriptionChief Financial Officer - Full-Time / Exempt / Hybrid Company Description: YMCA Cape Cod is a non-profit, community-based, health & human service organization with Administrative offices located at 100 Independence Drive in Hyannis, Massachusetts. Various member & program service locations are located across the Cape. We are dedicated to promoting...
-
Customer Relations Specialist
3 weeks ago
Hyannis, United States Stewart Painting Inc Full timeWe are an established painting company that invests in our team and offers real opportunities for career growth. This Customer Relations Specialist position works from 7:30 AM to 4:30 PM in our Hyannis location and earns a competitive pay of $22.00-24.00 per hour, based on experience. We also provide our office team great benefits and perks, including health...
-
Customer Service Specialist
1 month ago
Hyannis, United States The Cape Cod Five Cents Savings Bank Full timeSUMMARY: The Customer Service Specialist - Conversations/Chat ("Specialist") will provide superior customer service for the Bank's customers and prospects by answering customer questions and assisting with issue resolution using online and mobile baking chat (Banno Conversations) and email channels. The Specialist will assist in establishing and maintaining...
-
Customer Relations Specialist
3 months ago
Hyannis, United States Stewart Painting Full timeJob DescriptionJob DescriptionWe are an established painting company that invests in our team and offers real opportunities for career growth. This Customer Relations Specialist position works from 7:30 AM to 4:30 PM in our Hyannis location and earns a competitive pay of $22.00-24.00 per hour, based on experience. We also provide our office team great...
-
Sales - Estimation Specialist
3 months ago
Hyannis, United States Stewart Painting Full timeJob DescriptionJob DescriptionStewart Painting in Hyannis, MA is looking to hire a full-time Sales - Estimation Specialist to provide estimations and make sales for our company. Are you ready to work? Do you have excellent communication skills, both in writing and verbally? Are you looking for a reputable company to grow and expand your career? If so, please...
-
Salesperson - Estimator
1 month ago
Hyannis, United States Stewart Painting Full timeJob DescriptionJob DescriptionStewart Painting is currently hiring for a full-time Salesperson - Estimator to provide estimations and make sales for our company in the Hyannis, MA area. This full-time estimating and sales position earns Base + Commission - 1st-year target sales compensation $125,000 - No Cap on Commissions!In addition to competitive pay and...
-
Service Coordinator
3 weeks ago
Hyannis, United States HireVenture Full timeOur client is a leading provider of fire safety solutions, committed to ensuring the safety and security of businesses and communities. With a focus on excellence and innovation, our client delivers comprehensive fire protection services to a diverse range of clients.Position Overview:Our client is seeking a detail-oriented and organized Temporary Office...
-
Medical Front Desk Receptionist
1 month ago
Hyannis, United States The Vascular Care Group Full timeOverview The role of the medical front desk is generally responsible for supporting the administrative activities of the facility. Reception will maintain the organization of the office, support the Office Manager, and ensure the warm and welcoming environment for patients and families. Reception is also expected to provide compassionate and informative...
-
Medical Front Desk Receptionist
1 month ago
Hyannis, United States The Vascular Care Group Full timeOverview The role of the medical front desk is generally responsible for supporting the administrative activities of the facility. Reception will maintain the organization of the office, support the Office Manager, and ensure the warm and welcoming environment for patients and families. Reception is also expected to provide compassionate and informative...
-
Medical Front Desk Receptionist
1 month ago
Hyannis, United States The Vascular Care Group Full timeJob DescriptionJob Description OverviewThe role of the medical front desk is generally responsible for supporting the administrative activities of the facility. Reception will maintain the organization of the office, support the Office Manager, and ensure the warm and welcoming environment for patients and families. Reception is also expected to provide...
-
Kitchen and Bath Designer
7 days ago
Hyannis, United States Polhemus Savery DaSilva Full timeJob DescriptionJob DescriptionSalary: Kitchen and Bath Designer OverviewSince 1979, Classic Kitchens & Interiors has been partnering with homeowners, architects, builders, and interior designers to collaborate on design aspects of new homes and renovations throughout Cape Cod, the Islands and Southeastern New England. From kitchens, baths, and built-ins to...
-
Customer Service Representative
1 week ago
Hyannis, United States Della Infotech Inc. Full timeJob DescriptionJob DescriptionGeneral Responsibilities: Receive, investigate and resolve escalated customer calls, complaints, and inquiries pertaining to billing, collections and other customer service functions. Process customer bills, adjustments, and payments within the billing software program. Answering general phone calls, transfer calls, questions,...
-
Customer Service Representative
1 day ago
Hyannis, United States Della Infotech Full timeGeneral Responsibilities: Receive, investigate and resolve escalated customer calls, complaints, and inquiries pertaining to billing, collections and other customer service functions. Process customer bills, adjustments, and payments within the billing software program. Answering general phone calls, transfer calls, questions, filing, enter data. Dispatch...
-
Customer Service Representative
3 days ago
Hyannis, United States Systemart Full timeGeneral Responsibilities: Answer all incoming calls within Veolia standards. Respond to all customers inquiries and complaints. Schedule and communicate service orders to the Service and Meter Technicians. Ensure all service orders are complete. Process all customer payments, prepare daily deposits, maintain cash reports. Open and distribute incoming mail....
-
Medical Practice Administrator
4 weeks ago
Hyannis, United States Cape Cod Ortho Full timePRACTICE ADMINISTRATOR Cape Cod Orthopedics and Sports Medicine has been serving the greater Cape Cod community for more than 30 years as a private practice. Our board certified physician team is currently comprised of eight surgeons and planning to grow. We currently operate in Hyannis, Sandwich and Falmouth, MA. Each location houses Physical Therapy,...
-
Medical Practice Administrator
4 weeks ago
Hyannis, United States Cape Cod Ortho Full timeJob DescriptionJob DescriptionPRACTICE ADMINISTRATORCape Cod Orthopedics and Sports Medicine has been serving the greater Cape Cod community for more than 30 years as a private practice. Our board certified physician team is currently comprised of eight surgeons and planning to grow. We currently operate in Hyannis, Sandwich and Falmouth, MA. Each location...
-
Medical Practice Administrator
3 weeks ago
Hyannis, United States Cape Cod Ortho Full timeJob DescriptionJob DescriptionPRACTICE ADMINISTRATORCape Cod Orthopedics and Sports Medicine has been serving the greater Cape Cod community for more than 30 years as a private practice. Our board certified physician team is currently comprised of eight surgeons and planning to grow. We currently operate in Hyannis, Sandwich and Falmouth, MA. Each location...