Technical Education and Solutions Specialist

CITIZENS NATIONAL BANK
Bluffton, OH
Technical Education and Solutions Specialist Location Bluffton, OH :

At Citizens National Bank, we have surrounded ourselves with some of the brightest and most talented professionals in the financial service industry to form a solid and secure community banking foundation.

Citizens National Bank has an excellent opportunity available at our Operations Center in Bluffton, Ohio for a Technical Education and Solutions Specialist. In this role you will maintain and support the bank's CRM system and implement CRM system functionalities.

A typical day may include the following:

  • Maintain and support the bank's CRM system: Design, configure, and meet the needs of user groups and customers.
  • Provide user training and ongoing support for the CRM system including new hire orientation.
  • Monitor updates to hosted solutions and coordinate internal responses.
  • Develop and recommend CRM system upgrades, enhancements, and modifications to meet company objectives and resolve user issues.
  • Establish CRM best practices and promote their use.
  • Administer bank training software and maintain updated archives of training resources.
  • Collaborate with lines of business and CRM Committee on various initiatives.
  • Provide backup support for Branch Operations Training Specialist's portion of new hire orientation.
  • Analyze and evaluate the integrity and quality of CRM system data.
  • Attend project meetings as needed to gain a higher-level understanding of new projects.

JOB REQUIREMENTS:

  • Associate's Degree in Business, Finance or related field preferred.

ADDITIONAL QUALIFICATIONS:

  • Proficiency with Microsoft products.
  • Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions.
  • Must possess stellar communication and organizational skills.
  • Experience with online presentation software such as WebEx is preferred.

WHAT'S GREAT ABOUT WORKING AT CITIZENS NATIONAL BANK?

  • Medical, Dental, and Vision Insurance
  • Company Paid Life Insurance
  • Company Paid Short Term & Long Term Disability
  • Generous Paid Time Off including Vacation, Sick, Personal, and Emergency Time
  • 11 Paid Holidays
  • Incentive Plan paid on a quarterly basis
  • Employee Stock Ownership Plan for your retirement
  • Banking Perks

Citizens National Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Posted 2025-09-08

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