CRM Developer - Banking

TAWANTECH

Key Responsibilities

CRM Development & Customization

• Design, develop, configure, and customize CRM platforms (e.g., Salesforce, Microsoft Dynamics 365, Oracle CRM, or equivalent).
• Implement workflows, business rules, automation, and customer journeys for banking use cases.
• Develop custom components, plugins, APIs, and integrations as required.

System Integration & Data Management

• Integrate CRM with core banking systems, loan origination systems, digital channels, data warehouses, and third-party applications.
• Ensure data accuracy, consistency, and synchronization across systems.
• Support data migration, cleansing, and validation activities.

Banking Use Cases Support

• Enable CRM functionality for sales pipelines, relationship management, customer onboarding, KYC, service requests, complaints, and campaign management.
• Support SME, Retail, and Corporate banking relationship managers with CRM enhancements.
• Customize dashboards and reports for business, compliance, and management teams.

Security, Risk & Compliance

• Implement role-based access control, data security, and audit trails in line with banking policies.
• Ensure compliance with regulatory requirements (e.g., KYC/AML, data privacy, internal audit).
• Support security reviews, penetration testing, and regulatory audits.

Agile Delivery & Support

• Collaborate with Product Owners, Business Analysts, QA, and DevOps teams in Agile/Scrum environments.
• Participate in sprint planning, backlog refinement, and technical design discussions.
• Provide production support, issue resolution, and performance tuning.

Technical Skills

• Strong expertise in CRM customization and configuration.
• Experience with CRM development tools and languages:
• Salesforce: Apex, Lightning Web Components, SOQL
• Dynamics 365: C#, .NET, Power Platform, JavaScript
• API development and integration (REST/SOAP).
• Database knowledge (SQL, data modeling).
• Familiarity with CI/CD pipelines and version control (Git).