Job Description

Job Description

Financial Partner Credit Union, recognized as the Top Place to Work by the Orange County Register, the Best Credit Unions to Work For by American Banker, and **Best Credit Unions in California **by Forbes, is seeking a dynamic, highly motivated individual with a proven track record of success to join our team as a Marketing Analyst.

PURPOSE OF JOB

Track, measure, monitor, analyze, and interpret performance data related to marketing, member acquisition, product acquisition and usage, profitability, and more. Use product and market knowledge to segment members and prospects; generate marketing lists using various internal and external data sources. Perform competitive analysis. Collect and analyze data on all marketing efforts (traditional, digital, and alternative) and acquisition channels.

ESSENTIAL RESPONSIBILITIES:

• Query the internal Data Warehouse to extract data for analysis and segmentation using MS-SQL; integrate other data sources and tools as needed.
• Identify target segments and create marketing lists for email, direct mail, digital advertising, calling, and more, based on department or organizational goals and criteria.
• Track marketing campaigns to ensure they excel in areas such as impressions, reach, conversions, ROI, and other business objectives and KPIs. Create in-depth analysis of marketing efforts, and work with the VP of Market Insights and team to derive insights and recommendations.
• Collaborate with Marketing team to provide data insights and optimize marketing goals, campaign results, open rates, click throughs, and campaign funnels.
• Gather information on competitors, and conduct analysis on their products, prices, and positioning to thoroughly learn about the competition and identify opportunities.
• Create weekly/monthly reporting on marketing efforts (traditional, digital, & alternative).
• Contribute to presentations and reporting to senior management.
• Monitor results and effectiveness of marketing automation programs and recommend enhancements as appropriate.
• Work with the Business Intelligence team to coordinate data importing, reporting, and other tasks.
• Manage the monthly updating of the Raddon MCIF system.
• Participate in the development of marketing strategies, research, and planning.
• Perform other duties as assigned or requested.

EDUCATION/EXPERIENCE:

• BA or BS degree and 3+ years related experience in marketing, digital marketing, financial services, business intelligence or statistics, or equivalent combination of education and experience.
• Proficiency in MS-SQL and Excel required. Knowledge of Raddon MCIF and Symitar Episys preferred. Experience with other analytical tools (e.g. SPSS, Google Analytics, Tableau) and marketing automation platforms desirable. Knowledge of statistical methods is a plus.
• Must be a self-starter with the ability to work without direct supervision. Requires strong analytical and communication skills. Demonstrated experience working with and manipulating data; problem-solving skills; and the ability to gather, analyze and present data in a usable/meaningful manner.

The pay range for this position is listed above. Our pay ranges are designed to allow for candidates with various levels of experience and skill to be considered, and to allow room for growth to be achieved in a role over time. Generally, new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their individual combination of experience, knowledge, skills, and education as well as internal equity.

Financial Partners Credit Union is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Company Description

Financial Partners Credit Union is a not-for-profit organization and our purpose is to help our members achieve their financial goals. Established in 1937 and with over $1.0 billion in assets, Financial Partners continues to deliver legendary service to over 75,000+ members. We believe in Building Lifetime Financial Partnerships with our members and we are consistently finding innovative ways to make each experience easy and enjoyable.

Company Description

Financial Partners Credit Union is a not-for-profit organization and our purpose is to help our members achieve their financial goals. Established in 1937 and with over $1.0 billion in assets, Financial Partners continues to deliver legendary service to over 75,000+ members. We believe in Building Lifetime Financial Partnerships with our members and we are consistently finding innovative ways to make each experience easy and enjoyable.