Job Description
Job Description
Description :
Position Reports to : Vice President Technology Manager
Objective : The nCino Administrator will manage and optimize the nCino Platform, ensuring it meets business needs and maximizes organizational efficiencies. This includes user management, system maintenance, project support, troubleshooting, and training. Collaborate with stakeholders to gather requirements and implement solutions to meet the bank’s operational and strategic goals. Stay updated with industry trends and ensure compliance with regulations. Coordinate with vendors for updates and custom projects, leveraging the full capabilities of nCino.
ESSENTIAL DUTIES & RESPONSIBILITIES
Key Responsibilities :
- Administer and configure the nCino Platform to meet business needs and requirements.
- Manage user accounts, profiles, roles, and permissions within nCino and Salesforce.
- Complete regular system maintenance, including data integrity checks, system backups, and updates.
- Collaborate with business stakeholders to gather requirements and implement solutions that enhance banking operations.
- Support project management activities, such as tracking project progress, coordinating with team members, and ensuring timely delivery of project milestones.
- Develop and maintain custom reports, dashboards, and workflows to support business needs.
- Troubleshoot and resolve system issues, providing timely support to end-users.
- Stay current with nCino and Salesforce updates, best practices, risk and industry trends.
- Provide training and support to users to ensure effective utilization of the nCino platform.
- Document system configurations, processes, procedures and helpdesk ticket steps to resolution.
- Facilitate disaster recovery scenarios, establish testing plans, policies, and procedures for nCino and related products.
- Enact application management, including monitoring system performance and implementing enhancements.
- Coordinate with external vendors and nCino support for troubleshooting, system updates, and custom development projects.
- Interact with compliance and risk management teams to ensure the nCino platform meets regulatory requirements.
- Reviewing release notes and communicating nCino and Salesforce enhancements to end users, ensuring they are informed and prepared for new features from the release.
- Performs other duties and special projects as assigned.
Support & Training
Support : Assist end-users with troubleshooting and resolving issues related to the nCino platform.User Onboarding : Conducts onboarding sessions for new users, ensuring they understand how to navigate and utilize the nCino system effectively.Training Sessions : Organize and deliver training sessions to educate users on new features, updates, and best practices within the nCino platform.Documentation : Create and maintain procedures, user guides, and other training materials to support end-user education and self-service.Feedback Collection : Gather feedback from users to identify common issues and areas for improvement in training programs.Support Ticket Management : Track and manage support tickets, ensuring timely resolution and communication with end-users.Continuous Learning : Stay updated with the latest nCino and Salesforce updates to provide accurate and current training to users.Deliver PCX : The Platinum Client ExperienceRelationships and Contacts
Collaborates with other Salesforce / nCino Administrator through various channels.Interacts with Executive Management, Project and Department Managers as needed.Regularly update management on system performance, user feedback, and ongoing projects.Engage with Platinum Bank’s Client Support teams to address Client issues and improve system functionality.Knowledge :
nCino Bank Operating System : Advance understanding of the nCino platform and its functionalities.Salesforce Platform : Enhanced knowledge of Salesforce administration, including user management, security, UI and data management.Banking Processes : General knowledge of banking operations and processes, particularly in commercial lending and Deposit Account Opening.Data Management : Understanding of data integrity, data migration, and data quality principles.Regulatory Compliance : Knowledge of relevant banking regulations and compliance requirements.Computer Management : Strong Windows-based PC and MS Office skills (Word, Excel, Power Point, Outlook, etc.)Skills :
Technical Proficiency : Advance skills in configuring and customizing the nCino and Salesforce platforms, including creating and managing workflows, reports, dashboards, and user permissions.Problem-Solving : Ability to troubleshoot and resolve system issues effectively.Communication : Excellent communication and customer service skills (internal / external – customers, vendors and employees)Project Teams : Participate in project teams to assist with the implementation of new features, enhancements and system upgrades.Analytical Thinking : Ability to analyze business requirements and translate them into technical solutions.Customer Service : Providing timely and effective support to end-users.Abilities :Attention to Detail : Ensuring accuracy in system configurations and data management.Learning Agility : Willingness and ability to learn new technologies and stay updated with platform updates and best practices.Collaboration : Working effectively as part of a team and collaborating with business stakeholders.Documentation : Ability to document system configurations, processes, and procedures clearly and concisely.Time Management : Managing multiple tasks and priorities efficiently.Availability : Occasional work outside normal business hours, including evenings and weekends.Prioritize : Ability to handle and prioritize a high level of administrative pressure.Self-Motivated : Highly self-motivated self-starter with an analytical mindset.Requirements :
Education and / or Experience :
Bachelor's degree in a Business or technical discipline (i.e., Computer Science and Information Services) preferred.High School diploma or GED required.3 – 5 years of experience as an nCino Administrator, Salesforce Administrator, or in a related role.Advance knowledge of nCino Platform, Salesforce platform and AutoRABIT.Ability to work independently and as part of a team.nCino Administrator Certification and Salesforce Administrator Certification are required.Physical Demands :
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and / or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and depth perception.Work Environment :
The working environment is typical for an office and does not require exposure to difficult or hazardous conditions.This Position Description reflects management’s assignment of major responsibilities, which represent the most essential functions. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. They may be subject to change at any time due to reasonable accommodation or other reasons.
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