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.

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.

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 projects—across 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.

• Position Grade: 105
• Salary Range: minimum-$83,500, midpoint-$99,000, maximum-$114,500
• Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location.
• Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications.
• Bonus Potential: Target 10% of base salary based on company and individual performance

Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals.

Tech CU offers a comprehensive benefits package, including:

• Health Coverage: Medical, dental, and vision plans
• Income Protection: Life and disability insurance
• Retirement: 401(k) plan with company match
• Paid Holidays: 12 days annually
• Paid Time Off (PTO):
• Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year)
• Increases with length of service
• Voluntary Time Off (VTO):
• 8 hours annually for full-time employees to support charitable organizations
• Additional Benefits:
• Flexible Spending Accounts
• Employee-paid voluntary benefits
• Leaves of absence in compliance with state and federal regulations