Salesforce Configuration Specialist

This is NOT a remote position. This position will be required to office in Norman, Tulsa, or Muskogee, OK.

Purpose:

While projecting a professional image, this position will be responsible for the day-to-day configuration, maintenance, and support of the nCino application. This role will ensure optimal performance of nCino, as well as user satisfaction and alignment with business processes in a financial services environment.

Essential Functions:

• Ensure that interactions with Bankers in person, by telephone, or electronically meet or exceed Bank standards as identified in the Serve Like Family Playbook.
• Attends required staff, sales, and training meetings.
• Serve as the subject matter expert and system administrator for the nCino application.
• Maintain and configure nCino and Salesforce to meet evolving business needs, including flow automations, approval processes, reports, dashboards, and user profiles.
• Manage user access, permissions, and security settings.
• Collaborate with business units (e.g., lending, operations, credit risk) to understand requirements and translate them into system solutions.
• Troubleshoot system issues, support user questions, and coordinate with internal teams and nCino Support to find resolutions.
• Participate in system upgrades, testing, and deployment of new nCino
• Support data integrity, system documentation, and user training as needed
• Assist with integrations, sandbox management, and release readiness planning
• Recommend best practices for configuration, scalability, and user experience
• Demonstrates teamwork within the department and bank wide.
• Shows willingness to help co-workers with tasks outside of job responsibilities.
• Other duties, as assigned.

Education:

• Salesforce certification preferred or a minimum of 3 years of Salesforce configuration experience
• Possess and maintain a valid Oklahoma Driver's License