Marketing Specialist

San Jose, CA (On-site)

$30/hr – $37/hrMid Level2+ years expFull time

Posted 5 days ago

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Job Summary

Own end-to-end marketing programs and multi-channel campaigns, from strategy and content creation to execution, testing and reporting, in collaboration with the Marketing Director and cross-functional teams.

  • Lead email campaigns, CRM segmentation and automation.
  • Coordinate digital touchpoints and content updates across website, social channels, and member communications.

Job Description

Responsibilities

  • Marketing, Brand Support and Communications: - Manage advertising/sales promotions by developing ad copy, writing promotional pieces and designing layouts for a variety of media and channels. Work with multiple vendors to facilitate production and execution of marketing programs. - Participate in planning multi-channel marketing programs, member communications and financial wellness efforts. - Participate in multi-channel marketing planning, including an analysis of competitive products/services and selling techniques, legislation, budgets, pricing and distribution. - In collaboration with the Marketing Director, produce, launch, monitor and report on email campaigns, member outreach programs, newsletters and other multi-channel marketing communications. - Build, test and deploy email campaigns, automated journeys and targeted communications; maintain accurate lists and segments using CRM and marketing automation tools. Digital Channels & Marketing Technology: - Maintain and update member touchpoints including the website, online banking messages, virtual assistant content, in-branch digital screens, social media channels and other member-facing platforms and channels. - Responsible for regular website and digital content updates and maintenance including items such as rate changes, compliance updates, member messaging and promotional offer updates. Events & Sponsorships, Financial Wellness & Business Development: - Coordinate special events; monitor planning, schedules and implementation as required for proper execution of each event. Represent the Credit Union by attending events as needed, including evenings and weekends. - Support Business Development and branch teams with localized campaign support including digital and printed materials, promotional items, community event promotion and on-site presence as needed. - Contribute to financial wellness initiatives by supporting educational content creation and broader member outreach focused on financial well-being. Analytics, Reporting & Optimization: - Measure, test and optimize the Credit Union’s communication strategy and campaign performance across email, digital, website, social, direct mail and other marketing channels. - Assist with marketing analytics, campaign reporting and performance insights, including tracking key metrics, preparing summaries and identifying opportunities to improve future marketing efforts. - Leverage CRM and marketing automation system data, engagement data and campaign results to identify member segments, support trigger-based marketing and recommend improvements to future campaigns.

Requirements

  • minimum of two to five years of related marketing experience, preferably within financial services or a regulated industry
  • Bachelor’s degree in Marketing, Communications or related field preferred; or a combination of education and experience equivalent to bachelor’s degree required
  • Exceptional written and verbal communication and interpersonal skills, with the ability to work cross-functionally, build strong internal and external relationships and manage multiple projects and deadlines effectively
  • Must have demonstrated excellent written and verbal communication skills, in addition to proofreading, copywriting, design, editing and content publishing skills
  • Strong project management, analytical, creative and problem-solving skills are required
  • Prior experience with and basic knowledge of graphic design concepts, content management systems, basic HTML, website content updates, email marketing platforms, social media tools and marketing analytics preferred.

Preferred

  • Prior experience with and basic knowledge of graphic design concepts, content management systems, basic HTML, website content updates, email marketing platforms, social media tools and marketing analytics preferred.

Benefits

  • 13 paid holidays
  • 17 days of Paid Time Off (PTO) during first year of employment
  • Up to 2% discounts on loans--including first mortgages
  • 401(k) Plan with employer matching contribution
  • Medical, dental, vision insurance
  • Long-term disability insurance
  • Life insurance
  • Voluntary insurance
  • Employee assistance program
  • Emergency savings account with employer contribution

Marketing Team

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