Salesforce (CRM) Business Technology Analyst

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

This position requires someone who enjoys a fast-paced environment helping Wealth Management users on Salesforce and some understanding of project management techniques and testing processes. Along with providing customer support for our Wealth Teams by handling phone calls and e-mails from various internal business lines on Salesforce.com and other internal systems, the role includes analyzing the impact of changes on workflow and operational-efficiency. It also includes making recommendations to standardize procedures and processes to leverage new technology or improve existing technology. This role may serve as a lead over small sized projects/releases as well as the subject matter expert on Training calls. This position is also responsible for providing support of and ensuring that standard testing practices are followed. This role will provide coaching to ensure the business lines use an appropriate set of practices to create efficiencies within their books of business as well as mine opportunities outside of their book. This position will develop close relationships with the end user to deliver best-in-class service and a consistent message. We are looking for a team player who has a strong work ethic and can multi-task. Experience working in a support role or knowledge of Salesforce/Wealthstation/Hogan/Fusion and/or OmniKYC is beneficial.

Basic Qualifications

- Bachelor's degree, or equivalent work experience

- One to three years of direct experience or three to five years of related experience

Preferred Skills/Experience

-Knowledgeable with Salesforce.com software

-Ability to work independently with minimal supervision

-Ability to quickly assess needs of the user and escalate appropriately

-Ability to develop test schedules, review testing plans, track test issues and report on test results

-Ability to create reports for the users and their leadership

-Strong analytical, research and negotiation skills

-Ability to manage multiple tasks/projects and deadlines simultaneously

-Ability to work as part of a team and conduct formal presentations to middle management

-Excellent phone and communication skills

-Excellent interpersonal, verbal, written and presentation skills

-Excellent computer skills, especially Microsoft Office applications

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. 

Learn how the way we work at U.S. Bank drives meaningful relationships with our customers and collaboration across the company.

Benefits: 

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

EEO is the Law

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster. 

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.