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Technology Credit Union

Marketing Specialist

Technology Credit Union, San Jose

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Position Summary
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/