Summary

The primary objective is to increase member loyalty and grow market share by developing and executing strategic and tactical plans that align with the credit union’s mission and business goals. Through data-driven decision making, relationship-building, and brand development, this role ensures that all initiatives across these functions contribute to the credit union’s long-term success, visibility, and community presence.

Description

GENERAL PURPOSE

This position directly oversees three core functions: Marketing, Business Development, and Community Impact. The primary objective is to increase member loyalty and grow market share by developing and executing strategic and tactical plans that align with the credit union’s mission and business goals. Through data-driven decision making, relationship-building, and brand development, this role ensures that all initiatives across these functions contribute to the credit union’s long-term success, visibility, and community presence.

ESSENTIAL DUTIES AND RESPONSIBILITIES

MARKETING:

Uphold CCU's core values: Be the Advocate, Embrace Curiosity, and Be Compassionate.
Drive growth in membership, loans, deposits and other products and services through data-driven marketing.
Deepen relationships by increasing products and services with existing members.
Develops and executes marketing strategies, including competitive analysis, pricing, distribution planning, and budget management.
Designs and implement marketing campaigns to increase brand awareness and grow market share.
Oversees all advertising and promotional efforts, including graphic design, creation of marketing collateral, and branded merchandise.
Conducts market research to identify trends, member needs, and opportunities for product and service enhancements.
Leads digital marketing efforts using the website, social media, SEO, and CRM tools to boost online visibility and member engagement.
Plans and manages special events, including logistics and execution.
Develops and administers member service surveys, analyzes feedback, and presents insights to senior leadership.
Advises management team on market conditions, competitor activity, and emerging trends; recommends strategic adjustments to maintain competitive advantage.
Continually updates and increases industry and job-related knowledge by participating in educational opportunities, reading professional publications, building personal networks, and participating in professional organizations.
Upholds all service standards and ensures confidentiality as outlined in the credit union’s policies and procedures.
Performs other job-related duties as assigned.

BUSINESS DEVELOPMENT:

Develop plans to increase brand awareness, improve member loyalty, and expand market share.
Guide Business Develop Specialist in driving membership, loan and deposit growth by targeting high-potential employer groups, community organizations, and local businesses.
Create presentations that convert prospects into Employee Sponsor Groups (SEGs) and new individual members.
Cultivates strong relationships with SEGs and small local businesses to promote the credit union and increase business opportunities.
Utilizes CRM and data analytics to identify growth opportunities, enhance member engagement, and support strategic initiatives.
Identifies and prospects for new potential business partner opportunities, fostering mutually beneficial relationships.
Directs sales coordination activities to facilitate successful prospecting and networking with new and existing members.

COMMUNITY IMPACT:

Lead and work with the Community Impact Manager to identify strategic priorities, program/initiative focus areas, and organizational goals on a quarterly basis.
Guide all efforts related to the CCU Foundation, and assist in developing fundraising efforts.
Ensure all community initiatives reflect and reinforce the credit union’s core values and mission of serving members and improving financial well-being.
Builds relationships with local nonprofits, schools, businesses, and civic organizations to enhance the credit union’s impact, reputation, and visibility.
Develops and leads strategies for community outreach, financial literacy, financial inclusion, and philanthropic initiatives that align with the credit union’s mission and values.
Provides oversight on community initiatives to assess effectiveness and guide future efforts.

Qualifications and Benefits

KNOWLEDGE, SKILL, AND ABILITY

Proven ability to develop and execute marketing and business development strategies, including campaigns, advertising, digital presence, relationship-building, and event planning.
Proficiency in Microsoft Office and Adobe Creative Suite (Illustrator, Dreamweaver, Photoshop, etc…).
Experience with social media platforms and tools, including Facebook, Google AdWords, Google Analytics, X, etc…
Familiar with MCIF and CRM software (Hubspot/Synapsys) preferred.
Excellent oral and written communication skills, including the ability to present proposals to groups of senior leadership, business partners, and community stakeholders.
Strong organizational and project management skills.
Bilingual in English and Spanish is a plus.

EDUCATION OR FORMAL TRAINING

Bachelor’s degree in marketing or related field.

EXPERIENCE

Seven(+) years of experience in marketing, business development, or a relevant field.

WORK ENVIRONMENT/PHYSICAL ACTIVITES

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

PHYSICAL DEMANDS:

The physical demands 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. The employee must occasionally lift and/or move up to 25 pounds. The employee is occasionally required to stoop, kneel or crouch.

BENEFITS

This position is eligible for the following benefits: