Direct the bank’s marketing activities, events and communications. Oversee Salesforce and Pardot software systems. Administer and monitor the bank’s Social Media channels. Administer the bank’s website.
Essential Duties & Tasks:
Oversee the system & sales process build and functionality of the bank’s CRM system, Salesforce, while ensuring data imports and mapping maintain data integrity; develop analytical tools for management; provide ongoing training to engage employees as they engage clients. As Salesforce system administrator, manage users, update system changes, and continually make improvements to improve efficiency, analytics and add value to the user experience. Utilize Salesforce’s lead functionality to increase incoming leads and support our digital marketing programs, apply that functionality so it supports the banks goals.
Engage all the features in Pardot Marketing Automation to increase leads generation and nurturing, improve client communications, develop and implement campaigns, develop collateral for use by marketing and all Salesforce users by collaborating with department managers and educate others.
Utilize CSI to create reports and targeted lists to be used for marketing activities and utilize CSI reports to update internal reporting used to monitor/benchmark new accounts, closed accounts, etc. Engage team members to use “Householding” to view entire relationship values and enable reporting of same, to support other areas of marketing.
Coordinate with department heads developing and implementing marketing plans in support of their goals which may include video creation, digital campaigns, radio, website, social media and any other internal and external campaigns and provide bank wide communications of same.
Oversee the quarterly tracking of the Elite clients, reporting to the team and focus marketing events, activities and campaigns to continually engage them, as well as coordinating events, activities and campaigns for other clients, prospects and COIs.
Update Top 100 clients quarterly and manage lists, including them in marketing events, activities and campaigns to build and retain their business.
Post and monitor to the bank’s Social Medial Channels.
Post and monitor the bank’s website, keeping it current and in compliance.
Plan and itemize marketing spend quarterly to stay within budget.
Develop and run client surveys and share results.
Update Marketing policies annually, monitor staff training and keep Do Not Call/Can Spam lists current and available as directed in the policies.
Ensuring compliance in BSA, OFCA, Privacy, Information Security and all other regulations as applicable to the position. Failure to ensure compliance can result in Civil and Criminal Penalties, as well as corrective actions up to and including termination.
Staying knowledgeable on the bank’s products and services and looking for opportunities to make recommendations to customers based on need.
Fostering the spirit of teamwork in supporting the bank’s goals and mission statement.
Additional duties as assigned.
Knowledge, Skills and Abilities:
Excellent knowledge of Salesforce and Pardot software and administration.
Basic knowledge of data mapping, code implementation and data flow associated with digital marketing, Pardot and Salesforce.
Strong knowledge of financial institution operations, core systems and procedures.
Excellent knowledge of financial products and services, including features and benefits and how to market them through traditional and digital channels.
Strong knowledge of the compliance regulations that impact advertising and other customer communications.
Excellent oral and written communication skills.
Proficient in the use of Microsoft applications with ability to quickly adapt to various software applications and teach others.
Good organizational skills and ability to multi-task.
Education, Training & Experience
Bachelor’s degree or Associate’s degree in marketing, business administration or related field; and/or five to seven years of related marketing experience for a financial institution and/or training, related banking diplomas or certifications.
Physical & Mental Factors/Requirements:
Must possess auditory, verbal and visual capabilities in order to adequately communicate via phone, or in person.
Requires occasional bending, reaching and stretching.
Required to travel to other company or customer locations.
Must be able to stay focused in a variety of areas at the same time; multi-tasking.
Must be capable of working under pressure as well as organizing and planning efficiently.
Must have effective analytical skills for assessing and evaluating.
May be required to sit for long periods of time while performing job duties. Receives and/or follows detailed instructions.
Must be able to concentrate for extended periods of time, paying attention to detail.
Must have high level of interpersonal skills to communicate policies, procedures and objectives effectively throughout the bank and to represent the bank positively in the community.
Working Environment: Professional Office Environment and Travel to other locations.
We operate our bank for a fair return to our stockholders. Our plan is to deserve the profit, because we deliver a quality personal service our clients deserve and want.
From selling appliances to offering financial services; advising customers so they can make informed decisions is “The Bluegrass Way”.
January 1, 1936, Charles H. Jett, Jr. purchased the Servel Electrolux Gas Refrigerator franchise & business from his father, Charles H. Jett, Sr. and soon began offering financing options to customers.
Keeping it in the family, Mayme Bush Jett kept the business running when her husband, Mr. Jett, Jr. enlisted in the Army Air Corp., during World War II.
The historic Jett Building at 101 E. High Street, which was built in 1820, was purchased in 1945. The first two floors were used for the appliance business, while Charlie and Mayme made their home on the top floor for the first few years.
On January 31, 1947, the corporation Jett’s Inc. was formed. Since that date the corporate articles have been amended several times and as the business evolved, underwent several name changes.
• In 1956 The Jett’s Inc. name was amended to Preferred Credit Corpor...ation and an Industrial Loan Charter was obtained.
• In 1959 the name was amended to Preferred Thrift and Loan, Inc., as certificates of investment became the focus.
• By 1966 the corporation developed the basic financial structure of a bank.
• On April 10, 1972 the name was amended to Bank of the Bluegrass, Inc. and a commercial bank charter was obtained. Eight people were employed by the bank.
• When Trust Services were added in 1981, the name was amended to Bank of the Bluegrass & Trust Co.
• And, in 1982 Bluegrass Bancshares, Inc., a one bank holding company, was formed to hold 100% of the bank’s stock.
While attempting to maintain the historical features, the Downtown location has undergone many renovations. The bank has also added additional branches and an operations center. The staff has grown to over 60 employees, and the bank is invested in keeping technology best in class.
• The leadership of Charles H. Jett Jr. ended when he passed in 1983.
• Charles H. Jett III became Chairman of the Board and CEO, until he passed in 2000.
• Mark H. Herren was then elected as Chairman of the Board and CEO.
• In 2004 Bill Allen joined the leadership team as bank President.
The bank continues to be a locally owned, independent community bank committed to uncompromised financial strength, and unparalleled client and community service.