What you'll do
- Analyze business needs and translate them into CRM functional and technical requirements
- Configure and customize CRM solutions to support banking processes such as sales, service, onboarding, and retention
- Collaborate with business, IT, and vendors to ensure seamless integration with core banking systems
- Support data migration, user training, testing, and go-live activities
- Optimize workflows, reporting, and customer journeys to improve efficiency and experience
- Provide post-implementation support and continuous improvement recommendations
Key requirements
- CRM configuration and CRM integrations
- Knowledge of banking processes including retail and corporate banking
- Business needs analysis and stakeholder management
- User adoption initiatives and collaboration with IT and vendors
- Data handling, reporting, and process automation
- Support for testing, go-live, post-implementation, and digital transformation initiatives
Benefits
- Monthly meal allowance, private health & life insurance, proper work tools, access to Udemy for learning, coaching and mentorship, collaboration with industry-leading clients, diversity celebration, annual bonus, and social responsibility initiatives.
About the job
We are looking for a CRM Consultant with strong banking experience to design and implement CRM solutions that enhance customer engagement, streamline processes, and support digital transformation initiatives within financial institutions.
What You'll Be Doing
Analyze business needs and translate them into CRM functional and technical requirements
Configure and customize CRM solutions to support banking processes (sales, service, onboarding, retention)
Collaborate with business, IT, and vendors to ensure seamless integration with core banking systems
Support data migration, user training, testing, and go-live activities
Optimize workflows, reporting, and customer journeys to improve efficiency and experience
Provide post-implementation support and continuous improvement recommendations
What You'll Bring
Proven experience as a CRM Consultant in the banking or financial services sector
Strong understanding of retail/corporate banking processes and customer lifecycle management
Hands-on experience with CRM configuration, integrations, and user adoption initiatives
Ability to bridge business and technical teams through clear analysis and documentation
Experience with data handling, reporting, and process automation
Excellent communication and stakeholder management skills
Nice to Haves
Experience in digital transformation or customer experience programs
Familiarity with CRM integrations into core banking or loan origination systems
Knowledge of regulatory and compliance considerations in financial services
Experience working in Agile delivery environments
How We Support Your Growth
Lunch Is On Us: Monthly allowance for your favorite meals.
Health First: Private health & life insurance for peace of mind.
Set Up For Success: The right tools to stay connected and perform your best.
Curiosity Never Retires: Access to Udemy for unlimited learning.
Career Rocket Fuel: Coaching and mentorship programs tailored to your goals.
Work With The Best: Collaborate with industry-leading clients.
Celebrate Diversity: Be part of a team that values every perspective.
Performance Pays Off: Annual discretionary bonus based on yearly contributions.
Social Responsibility: Give back through volunteering and sustainability.
About the company
Where Talent Meets Opportunity.
At SILVARE, our mission is clear: To empower our clients to thrive in the digital age. Leveraging our extensive experience in leading transformational change and managing day-to-day operations, we’re dedicated to helping organizations create lasting value and elevate their performance across the enterprise.
Your Success, Our Priority. Tailored Talent Solutions.
What we do:
1. Customized Recruitment Solutions
2. Outsourcing Solutions
3. Talent Acquisition Services
4. Recruitment Process Outsourcing
Similar Jobs
About the company
Where Talent Meets Opportunity.
At SILVARE, our mission is clear: To empower our clients to thrive in the digital age. Leveraging our extensive experience in leading transformational change and managing day-to-day operations, we’re dedicated to helping organizations create lasting value and elevate their performance across the enterprise.
Your Success, Our Priority. Tailored Talent Solutions.
What we do:
1. Customized Recruitment Solutions
2. Outsourcing Solutions
3. Talent Acquisition Services
4. Recruitment Process Outsourcing
Similar Jobs