Company: ConnectOne Bank
Posted on: September 18, 2022
The nCino/Salesforce.com Administrator will act as the process
improvement manager in the development, support, and execution of
enterprise strategies and related product visions regarding the
nCino/Salesforce.com, working collaboratively with third-party
developers, internal staff, and other key stakeholders.
Support the Bank's People First focus and rules of
engagement-maintaining a professional demeanor, working as an
active member of the CNOB team, providing all clients excellent
service, always striving to make CNOB A Better Place to Be.
Serve as the internal Subject Matter Expert on nCino/Salesforce.com
and its uses within the banking industry.
Create and manage custom objects, fields, formulas, validation
rules, custom workflow, and approval processes.
Design, document, build, test, and deploy enhancements to nCino
custom objects, page layouts, workflows, alerts, reports, and
complex dashboards as needed by end users.
Maintain user roles and profiles, security settings, access
Manage the loan life cycle within the nCino/Salesforce.com platform
and introduce best practices.
Develop and maintain processes, features and functionality to
continuously improve data. quality, process integrity and
productivity with the assistance of the end users.
Partner with Commercial Lending, Credit Administration and other
business users to identify opportunities for improved business
Monitor user adoption and respond as needed to improve adoption
rates through additional training, communication, system
modification or other resources in conjunction with the nCino
Business Systems Analyst.
Develop a change management program to ensure effective
implementation of new releases and updates in conjunction with the
nCino Business Systems Analyst.
Partner with business users and the nCino Business Systems Analyst
to identify management. reporting needs; design and maintain
necessary reports, dashboards and associated documentation.
Work with key business stakeholders and IT to ensure successful
product roll outs and releases.
Manage day to day user provisioning and permission management.
Knowledge of the Commercial Lending and Banking in relation to both
processes and regulations a plus.
Ability to work on a nCino/Salesforce.com platform with an
understanding of the technical capabilities in order to implement
and optimize the nCino loan origination system.
Experience with configuring for Lightning Experience a plus.
Strong nCino/Salesforce.com platform skills.
Outstanding written and oral communication skills; proven ability
to train others and interact with all levels of management.
Proven problem-solving skills relating to data and software
Highly collaborative and capable of building strong
Strong ability to articulate (both written and verbal) product
Strong ability to handle and prioritize multiple requests and
manage laterally, upwards, and downwards.
Detail oriented, organized, and driven to get things done.
Bachelor's degree in Computer Science or related field.
3+ years of Salesforce administration experience or in a technical
role, preferred business, or systems analyst with emphasis on
system configuration and design.
Salesforce ADM 201 certification.
Financial Services experience preferred.
Keywords: ConnectOne Bank, Union , nCino/Salesforce.com Administrator, Other , Union, New Jersey
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