CRM & Ops Senior Bank Officer #ESY

1. Microsoft Dynamics 365 CRM Support

• Support the maintenance and accuracy of data within Microsoft Dynamics 365, including uploading leads and managing pipeline updates

• Assist in production support by triaging user issues and coordinating with relevant teams for resolution

• Participate in User Acceptance Testing (UAT) for new CRM features or enhancements

• Follow CoE guidelines and best practices for CRM usage and documentation

• Provide first-line support to users and escalate issues when necessary

2. Operational & Reporting Support

• Perform routine tasks such as report generation, data consolidation, and initiative tracking

• Assist in compiling CRM data for business reviews or metric reporting

• Support the documentation of CRM processes and training materials

3. Administrative & Team Support

• Provide administrative assistance including meeting scheduling, minutes taking, and document management

• Support coordination of team activities, initiatives, and stakeholder communications

4. Other Duties

o Carry out other ad hoc tasks and support initiatives as assigned by the team

Interested candidates, please email your resume to [email protected]

Anna See Sing Yee

CEI Reg R25157535

Recruit Express Pte Ltd

EA License No: 99C4599

We regret that only shortlisted candidates will be contacted