JOBILY AI SUMMARY
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…



