Description

Marketing Specialist

Department: Marketing & Business Development

Reports To: Marketing Manager

FLSA: Non-Exempt

Date last updated: 04/01/2024

Summary Under the direction of the VP Marketing & Business Development, this position researches, develops and implements programs and products designed to reflect the credit union brand and build relationships with its members. This position contributes to the daily operations of the department and develops objectives and plans for the marketing activities of the credit union; coordinates the marketing efforts toward the accomplishment of established objectives; and supplies advice and assistance to the VP Marketing & Business Development, Marketing Manager and other departments within the credit union.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Contribute to the development of the strategic marketing plan, department budget, and annual department objectives based on corporate objectives determined by the Executive Team and BOD. Establishing, implementing and evaluating goals, objectives and priorities for promotions, product development, market research, and overall credit union presence within the community.

Assist in the development and creation of promotional campaigns, and all publications, media and in-branch advertising, direct mail, press releases, trade shows, and online communications ensuring that all activities and materials work towards and achieve the overall business plan/goals of the credit union, analyzing effectiveness of same and making recommendations for improvements and/or future utilization. Ensure brand, message and product consistency through all channels. Includes assisting in project management of all deliverables.

Monitor department expenses to ensure they remain consistent with the prepared plan and budget. Exercise effective expense control and identify deviations from plan, making recommendations for adjustments as necessary.

Coordinate and execute credit union website design and optimization, social media content, online/mobile app ad design and placement, email marketing writing and design, in-branch collateral design, branch signage design, ad design, event planning, and media pitching . Ensure accuracy and completeness of messages, consistency with brand, compliance, and timely updating.

Oversee database research including standard reports, generation of marketing lists, segmentation, campaign planning and analysis and ROI analysis. Use data analytics for digital optimization of ad design, ad copy, and ad placement. May involve coordination with third party vendors.

Monitor competitor's products/services to ensure there are no competitive gaps in product line. Responsible for recommendation of product/service enhancements that support the long-term vision of the credit union. Continually review articles, publications and other materials pertaining to the marketing functions and regulatory changes in order to keep abreast of new developments.

Maintain positive, production-focused lines of communication between Marketing department, frontline sales staff and all credit union employees as appropriate regarding marketing activities, promotional results and upcoming programs. Work with the front-line managers to facilitate training, etc. and provide active support for training as requested, including presentations to front-line staff, senior management, and other credit union personnel to keep them informed and prepared for marketing initiatives, product rollouts, campaigns, etc. Assist with establishment and tracking of sales goals and achievements.

Graphic Design with knowledge to interpret credit union needs and to design solutions with high visual impact. Will be tasked to work on a variety of design products, marketing collateral, website, and credit union brand.

Leverage marketing opportunities resulting from Foundation donations and sponsorships using marketing tactics such as social media, videos and events. Provide support to the Foundation, including Foundation communications/marketing and Foundation administrative work.

Provide support to the VP Marketing & Business Development, Marketing Manager, and other departments in the credit union in various duties as requested.

Supervisory Responsibilities This job has no direct supervisory responsibilities.

Competencies To perform the job successfully, an individual should demonstrate the following competencies:

Dependability - Responds to requests for service and assistance, follows instructions, responds to management direction, takes responsibility for own actions, commits to doing the best job possible, keeps commitments.

Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively.

Adaptability - Adapts to changes in the work environment, manages competing demands, accepts criticism and feedback, Changes approach or method to best fit the situation.

Cooperation - Establishes and maintains effective relations, exhibits tact and consideration, displays positive outlook and pleasant manner, offers assistance and support to co-workers, Works cooperatively in group situations, Works actively to resolve conflicts.

Quality - Demonstrates accuracy and thoroughness, displays commitment to excellence, looks for ways to improve and promote quality, applies feedback to improve performance, monitors own work to ensure quality.

Planning & Organization - Adheres to attendance/punctuality expectations, prioritizes and plans work activities, uses time efficiently, plans for additional resources, integrates changes smoothly, Sets goals and objectives, Works in an organized manner.

Organizational Support (INSPIRE SERVICE) - Follows policies and procedures, completes administrative tasks correctly and on time, supports organization's goals and values, Benefits organization through outside activities, Abides by Dress Code.

Analytical Skills - Synthesizes complex or diverse information, Collects and researches data, uses intuition and experience to complement data, identifies data relationships and dependencies, Designs workflows and procedures, identifies industry success criteria, Monitors the competition, Tracks position, profitability, and market share.

Requirements

Qualifications 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.

Education and/or Experience Bachelor's degree (B. S./B.A.) or equivalent from four-year College; and three to five years related experience. Banking or credit union specific experience is a plus.

Reasoning Ability Strong analytical skills as they relate to the industry and market conditions are also required. Strong organizational, prioritization and project management skills and the ability to multi-task is required. Individual must be detail-oriented, with an ability to work independently, under pressure, and within moving deadlines. Excellent written and verbal communication skills including correct use of grammar, punctuation, and sentence structure. Ability to communicate effectively with members, staff, and the general public in both formal and informal settings. Public speaking experience is helpful for meetings and presentations. Ability to think and act independently within limitations of authority. Independent judgment, initiative and tact in dealing with management, staff and the public is expected.

Computer Skills Strong computer skills and knowledge of graphic design software, layout skills, and creative services are required (Adobe Creative Suite, Canva & MS Office suite of products). Intermediate knowledge of internet applications and skills necessary to update and maintain website (HubSpot experience a plus), and monitor/utilize email campaigns is also expected. Familiarity with social channels, blogging, and other interactive web systems are also helpful.

Other Qualifications Strong leadership and diplomacy skills and an ability to build trust and work with varied groups is required. Must exhibit creativity and innovation in approaches, methods and ideas.

Ability to work in a fast-paced, changeable environment with a team-based philosophy is expected.

Physical Demands and Work Environment The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to reach with hands and arms. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. The noise level in the work environment is usually quiet.

Salary Description
$50,000-$75,000/Year