Sales & Service CRM Associate

About the Role

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.

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 (database maintenance).
• Assist with daily/weekly tasks 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 Manager in documenting existing processes and user guides.
• Take meeting notes and track action items.
• Assist the Sales & Service department with other projects as needed.
• Supports the mission, vision, and philosophy of the Bank.
• Complies with all organizational policies and procedures.
• Supports functions that maintain compliance with regulatory agencies.

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.

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.

Working Conditions

• Primarily sedentary work performed in an office environment.
• Ability to sit for extended periods 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).
• Some travel required to branches and event locations.

Schedule

40 hours/week (Monday-Friday) – 8:30 AM to 5:00 PM.

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.