Data Management Specialist

Position: Data Management Specialist

Department: Sales Administration 

Job Status: Full-Time

FLSA Status: Non-Exempt

Reports to: Sales Administration Manager

Amount of Travel Required: Local Travel as Needed

Positions Supervised: N/A

POSITION SUMMARY

Responsible for data reporting, assisting with the bank’s MCIF/CRM systems, coordinating sales and service programs, and assisting with select marketing functions.  Separation of duties 75% Sales Administration and 25% Marketing.

ESSENTIAL FUNCTIONS

• Consolidates data across multiple systems and creates reports to support the bank’s departments.
• Assists with the bank’s MCIF/CRM systems.
• Monitors competitive landscape including interest rates, fees, promotions, and product set.
• Assists with Retail Banking’s Sales Program including tracking and sales adjustments.
• Assists with Retail Banking’s Top Performers Program and related events.
• Supports branch activities with materials for bank at work, student banking, and sales events.
• Supports Sales Administration training initiatives.
• Assists the Marketing Department with functions including branch materials, events, and reporting.
• Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
• Must adhere to all bank and regulatory policies and procedures specific to position.
• Assumes additional responsibilities as requested.

POSITION QUALIFICATIONS    

Competencies

• Adaptability/Flexibility
• Communication
• Job Knowledge
• Problem Solving
• Quality
• Results Focus

 EDUCATION/EXPERIENCE/SKILLS

• Excellent data base management and Microsoft Office/Excel skills required.

PHYSICAL DEMANDS

Physical Demands            

Stand: O (Occasionally)

Walk: O (Occasionally)

Sit: F (Frequently)

Handling / Fingering: F (Frequently)

Reach Outward N: O (Occasionally)

Reach Above Shoulder: O (Occasionally)

Climb: N (Not Applicable)

Crawl: N (Not Applicable)

Squat or Kneel: ) (Occasionally)

Bend: O (Occasionally)

Lift/Carry

10 lbs or less: O (Occasionally)

11-20 lbs: O (Occasionally)

21-50 lbs: O (Occasionally)

51-100 lbs: N (Not Applicable)

Over 100 lbs: N (Not Applicable)

Push/Pull

12 lbs or less: O (Occasionally)

13-25 lbs: O (Occasionally)

26-40 lbs: O (Occasionally)

41-100 lbs: N (Not Applicable)

N   (Not Applicable)          Activity is not applicable to this occupation.

O  (Occasionally)              Occupation requires this activity up to 33% of the time (0-2.5 hrs/day)

F  (Frequently)                 Occupation requires this activity from 33%-66% of the time (2.5-5.5 hrs/day)

C  (Constantly)                 Occupation requires this activity more than 66% of the time (5.5 hrs/day)

Other Physical Requirements

None

Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included.   It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities.  Additional functions and requirements may be assigned by supervisors as deemed appropriate.