Sales & Service CRM Associate

Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern Kentucky, as well as the Indianapolis, Indiana and Cincinnati, Ohio metropolitan markets.

Job Title: Sales & Service CRM Associate

FLSA Status: Non-Exempt

Department: Sales & Service

Hours of Operation: 40 hrs/week (Monday-Friday) – 8:30am to 5:00pm

General Job Summary

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.

Organizational Duties And Responsibilities

• Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.
• Supports all functions that maintain compliance with regulatory agencies.
  
  

Essential Duties And 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
• Database Maintenance: Perform routine data quality checks
• Client On-Boarding: 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
  
  

Working Conditions: Work in office setting with some travel required to branches and event locations

Minimum Job Requirements

Education: High School Diploma or equivalent required;

Experience

• 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.
  
  

Specific Skills

• 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
  
  

Physical Requirements

The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Primarily sedentary work performed in an office environment
• Ability to sit for extended periods of time while working at a computer
• Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
• Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
• Visual acuity sufficient to read computer screens, printed documents, and financial data
• Occasional standing, walking, bending, or reaching
• Ability to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies)
  
  

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