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nCino Administrator 

Posting Date: 07/27/2021
Location: San Jose, CA or San Francisco, CA
Department: Information Services


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employee must have in depth knowledge of banking systems and products. Bachelor’s degree in Business, MIS, Computer Science, or related field required. Salesforce Administrator Certification required / nCino Administrator Certification strongly preferred.

Primary Responsibilities:

Create, manage and maintain objects, fields, formulas, validation rules, custom workflows and approval processes. Design, document, build, test and deploy enhancements to nCino custom objects, page layouts, workflows, alerts, reports, dashboards. Work with project management and business units to gather, document, and prioritize necessary fixes and enhancement. Identify opportunities to leverage the applications to support additional business intelligence, processes improvements and efficiencies and new functionalities. Identify, diagnose and resolve end user problems in an effective, timely and courteous manner. Document and track business logic, workflow, and other customizations made within nCino. Evaluate, document, and implement future releases of nCino. Assist with the institution’s data maintenance including auditing and diagnosing data integrity issues and completing bulk imports of data. Perform intermittent application testing of new nCino releases and internal organizational changes and participate in future conversions and configurations planned for the Bank as part of our roadmap. Develop training plans, materials, and documentation for application users, keep materials up to date, and coordinate new user and ongoing training sessions for new employees. Assist in communicating change management for the system.


The Salesforce /nCino Administrator is integral to the planning, development and ongoing deployment of the nCino bank operating system and Salesforce platform, as well as troubleshooting issues on behalf of all users. This role will be dedicated to developing, maintaining, and improving the processes, efficiency and user adoption of the platform. It will require travel throughout the bank’s footprint for training and integration. This role will work closely with various departments to ensure that the systems developed will reflect the bank’s policy and credit culture, approval authorities, and desired operational workflow to a high degree of accuracy, efficiency and fidelity.

Benefits include competitive salary, bonus plan, medical, dental, group life & long term care insurance, vision care reimbursement, 401(k), and tuition reimbursement program, and a health club allowance.