Make applying EASY....text SFATXCITY to (281) 688-6192 and submit your resume!

Join a great team workplace! Founded in 1973, Texas First Bank is one of the fastest-growing financial organizations in Southeast Texas. We are a leading independent community bank with 27 banking centers across seven counties. Our most vital asset is our employees and their dedication to helping our communities and customers. We are committed to helping our employees and customers succeed and build up our local communities.

Job Summary

This position is responsible for implementing, administering, and maintaining nCino's enterprise applications including the SalesForce platform and the client relationship management (CRM) applications for the institution's infrastructure. These applications control loan production lifecycles, manage prospects, campaigns, loans, business relationships, partners, and contacts.

Responsibilities and Duties

• Perform basic administration of Texas First Bank's Salesforce instance and security settings using the standard aspects of the Salesforce Setup menu.
• Manage the loan lifecycle application implemented on the Salesforce platform.
• Implement, integrate, interpret, manage, and customize a CRM software solution.
• Identify and diagnose end user problems in a manner that exemplifies Texas First Bank's high standards of customer service.
• Develop and maintain custom reports, dashboards, and processes to continuously improve data quality, process integrity and productivity.
• Assist with the institution's data maintenance including auditing and diagnosing data integrity issues and completing bulk imports of data.
• Define, communicate, and manage a change management (release) process to develop and implement new vendor application extensions or updates to existing applications.
• Perform intermittent application testing of new nCino releases and internal organizational changes.
• Perform updates to basic nCino configuration to include nominal application configuration such as creating validation rules, workflow rules, and approval processes for form generation templates and credit memo templates.
• Understand, create, and manage various Salesforce and nCino syntax.
• Create, update, and manage nCino Support Cases. This includes researching documentation available in nCino's Community platform, clearly defining the issue, and actively working with nCino's Support Services team to resolve the case.
• Perform batch reassignment of accounts and opportunities based on organizational changes.
• Monitor user adoption rates and respond as needed.
• Develop training plans, materials, and documentation for application users, keep materials up to date, and coordinate ongoing training sessions for new users.

• Deliver training and communication to business users, including collaborating with management to identify new and creative opportunities to leverage the applications to support additional business processes or functions.
• Recommend best practices based on interactions with the user community.
• Responsible for providing technical assistance and support related to computer systems, hardware, or software
• Provide remote and onsite support for banking center users and associated hardware and peripherals
• Travel to other Bank locations in order to complete duties, as needed
• Other duties as assigned

Job Skills and Qualifications

• Bachelor's degree in Information Technology field or equivalent work experience.
• 1-3 years of experience in an enterprise IT role or technical related role.
• Moderate to advanced knowledge of workflow applications, including Salesforce.
• Proficiency in data manipulation and using data-related applications.
• Exceptional interpersonal skills that involve collaborating with internal and external contacts regarding complex policies, procedures, or programs.
• Ability to use independent judgment, investigation, concept development, information interpretation, and collaboration with other departments.
• Strong overall technical background.
• Advanced project management skills.
• Prior CRM knowledge is preferred.
• Salesforce Administration Certification: Must be obtained within 12 months in role or 6 months form the completion of training program and timeline approved by the bank.
• nCino Administrator Certification: Must be obtained within 12 months in role.
• CRM Administration Certification if applicable to job duties.
• Experience with Apex programming language preferred.
• Experience with Visualforce development preferred.
• Experience with other report writing software preferred.
• 1-3 years of experience with Microsoft SharePoint administration preferred.
• Willingness to work Saturdays and, in some cases, be on call for support issues during non-business hours

Salary Grade 06

EOE/Disability/Veteran

Make applying EASY....text [jobtitle/location] to (281) 688-6192 and submit your resume!

Join a great team workplace! Founded in 1973, Texas First Bank is one of the fastest-growing financial organizations in Southeast Texas. We are a leading independent community bank with 27 banking centers across seven counties. Our most vital asset is our employees and their dedication to helping our communities and customers. We are committed to helping our employees and customers succeed and build up our local communities.

Job Summary

This position is responsible for implementing, administering, and maintaining nCino's enterprise applications including the SalesForce platform and the client relationship management (CRM) applications for the institution's infrastructure. These applications control loan production lifecycles, manage prospects, campaigns, loans, business relationships, partners, and contacts.

Responsibilities and Duties

• Perform basic administration of Texas First Bank's Salesforce instance and security settings using the standard aspects of the Salesforce Setup menu.
• Manage the loan lifecycle application implemented on the Salesforce platform.
• Implement, integrate, interpret, manage, and customize a CRM software solution.
• Identify and diagnose end user problems in a manner that exemplifies Texas First Bank's high standards of customer service.
• Develop and maintain custom reports, dashboards, and processes to continuously improve data quality, process integrity and productivity.
• Assist with the institution's data maintenance including auditing and diagnosing data integrity issues and completing bulk imports of data.
• Define, communicate, and manage a change management (release) process to develop and implement new vendor application extensions or updates to existing applications.
• Perform intermittent application testing of new nCino releases and internal organizational changes.
• Perform updates to basic nCino configuration to include nominal application configuration such as creating validation rules, workflow rules, and approval processes for form generation templates and credit memo templates.
• Understand, create, and manage various Salesforce and nCino syntax.
• Create, update, and manage nCino Support Cases. This includes researching documentation available in nCino's Community platform, clearly defining the issue, and actively working with nCino's Support Services team to resolve the case.
• Perform batch reassignment of accounts and opportunities based on organizational changes.
• Monitor user adoption rates and respond as needed.
• Develop training plans, materials, and documentation for application users, keep materials up to date, and coordinate ongoing training sessions for new users.

• Deliver training and communication to business users, including collaborating with management to identify new and creative opportunities to leverage the applications to support additional business processes or functions.
• Recommend best practices based on interactions with the user community.
• Responsible for providing technical assistance and support related to computer systems, hardware, or software
• Provide remote and onsite support for banking center users and associated hardware and peripherals
• Travel to other Bank locations in order to complete duties, as needed
• Other duties as assigned

Job Skills and Qualifications

• Bachelor's degree in Information Technology field or equivalent work experience.
• 1-3 years of experience in an enterprise IT role or technical related role.
• Moderate to advanced knowledge of workflow applications, including Salesforce.
• Proficiency in data manipulation and using data-related applications.
• Exceptional interpersonal skills that involve collaborating with internal and external contacts regarding complex policies, procedures, or programs.
• Ability to use independent judgment, investigation, concept development, information interpretation, and collaboration with other departments.
• Strong overall technical background.
• Advanced project management skills.
• Prior CRM knowledge is preferred.
• Salesforce Administration Certification: Must be obtained within 12 months in role or 6 months form the completion of training program and timeline approved by the bank.
• nCino Administrator Certification: Must be obtained within 12 months in role.
• CRM Administration Certification if applicable to job duties.
• Experience with Apex programming language preferred.
• Experience with Visualforce development preferred.
• Experience with other report writing software preferred.
• 1-3 years of experience with Microsoft SharePoint administration preferred.
• Willingness to work Saturdays and, in some cases, be on call for support issues during non-business hours

Salary Grade 06

EOE/Disability/Veteran