Marketing Specialist

Marketing Specialist

The Marketing Specialist for Technology Credit Union (Tech CU) reports directly to the Director of Marketing and supports the execution of marketing campaigns, content creation, channel strategy, and performance analysis to drive brand awareness, member engagement, and lead generation with a creative, data-driven, and detail-oriented approach.

Responsibilities

Essential Duties:

• Assists in the development and execution of integrated marketing campaigns across digital, social, email, and traditional channels.
• Collaborates with cross-functional teams and agency partners to create compelling content, including email, newsletters, paid media, social media posts, and promotional materials.
• Monitors and reports on campaign performance using tools like Google Analytics, HubSpot, or similar platforms.
• Conducts market research and competitive analysis to identify trends, opportunities, and areas for improvement.
• Supports Search Engine Optimization/Search Engine Marketing (SEO/SEM) strategies and influences website content updates.
• Coordinates with external vendors and agencies to ensure marketing campaigns are on time and accurate.
• Oversees Member Satisfaction/Net Promoter Score survey program.
• Ensures all marketing materials are compliant and have legal approval.
• Partners with Data Management and Analytics team to analyze member behaviors and campaign performance.
• Maintains and updates the marketing calendar to ensure timely execution of campaigns.
• Leads, implements and measures various marketing workflows that drive brand awareness, membership growth and engagement by partnering with Data Management and Analytics team through test and learn processes.
• Collaborates and liaisons with lines of business partners to ensure product and promotion priorities align with marketing campaigns.
• Manages marketing requests via the internal ticket system.
• Assists the Marketing Director with additional support as needed.

Other Duties:

• Performs other related duties as assigned or associated with the responsibility.
• Builds presentations for various levels of stakeholders across Tech CU to report out on campaign performance and gain buy in on marketing plans.
• Works with key stakeholders and agencies to complete monthly briefs, ensuring alignment with marketing and business goals.

Work Schedule

• Full-time; typically 40+ hours/week
• Flexible within core business hours, M-F
• Occasional extended early morning or late evening hours, and weekends, typically with advance notice

Workplace Essentials

• Supports Tech CU's Mission and Vision and consistently demonstrates Tech CU's Values (Accelerate, Collaborate, Innovate and Cultivate).
• Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans.
• Complies with Tech CU policies and procedures.
• Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace.
• Complies with requirements imposed by federal, state and local regulatory agencies.
• Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors.

Qualifications

Education: Bachelor's degree in Marketing or related field.

Experience: 4+ years of relevant experience in the financial services industry with knowledge of and demonstrable results in consumer branding, advertising, acquisition, and marketing programs/campaigns. Web design (HTML) and/or project management software (such as JIRA) experience is a plus.

Knowledge/Skills/Abilities:

• Good knowledge of current trends and financial products and services (mortgage, home equity line of credit, auto loan, credit card, checking/savings accounts, bill pay, online and mobile banking, etc.), pricing, credit union/bank compliance requirements, as well as the competitive landscape.
• Strong ability to think strategically and execute tactics with a bias toward action.
• Strong interpersonal skills with the ability to collaborate, facilitate constructive discussion and challenge opposing viewpoints when necessary.
• Great program development and project management skills.
• Strong organizational skills with the ability to multi-task.
• High professional working proficiency in both spoken and written US English, essential for formal written and digital communications, reports, and presentations.
• Meticulous attention to detail.
• Skilled, proactive business partner; able to communicate clearly, set appropriate expectations and build solid partnerships.
• Thrives on the challenge of managing competing deadlines for multiple projectsacross several internal constituents and external vendors.
• Ability and willingness to pivot across multiple projects and initiatives involving different departments and contacts with ease.
• Strong visual sense with the ability to evaluate graphic layouts for style, impact, and brand alignment.
• Proficient in Microsoft Office.
• Strong work ethic, positive attitude, and self-starter. Believes in Tech CU's mission.

Licensing/Certifications: None required.

Travel: May be required to visit Tech CU locations outside of headquarters, typically with advance notice. Will be required to occasionally attend offsite meetings or events, typically with advance notice.

Typical Working Conditions: Office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance.

Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices.

Physical Requirements:

• Speaking and listening to interact with internal and external parties in person or via phone
• Reading a computer screen and performing keyboarding tasks for up to 70% of the day
• Sitting at desk and/or conference table for extended periods of time
• Mobility to attend meetings within office building and offsite

Equal Employment Opportunity

Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Pay and Benefits

This is a grade 105 position, with a salary range from $81,000 to $113,000 with bonus potential of 10%. The anticipated range for new hires is between the low-end and midpoint of the range, depending on experience. Tech CU is a pay-for performance organization that benchmarks base pay to the 50th percentile of our market and we provide incentive-based compensation aligned with successful accomplishment of individual and corporate goals. The salary mentioned above is based on working in San Jose, CA. Salaries are based on the geographic location in which you live if working remotely.

Additionally, Tech CU provides health care benefits, life and disability insurance, 12 paid holidays and 401k with a company match; along with employee paid voluntary benefits. 7.08 Paid Time Off (PTO) hours accrue per bi-weekly paycheck (23 days per year) and will increase with length of service. Eight hours of Voluntary Time Off (VTO) are granted to full time employees annually to dedicate time to charitable organizations. Leaves of absences are available in adherence with state and federal regulations.