Marketing Specialist III

Job Description

Job Description

Credit Union West has been named a ‘Top Company to Work for in Arizona’ for the 14th year in a row (2014-2026)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction.

Credit Union West continuously looks for ways to improve employee satisfaction and experience.  In addition to high paying wages, Credit Union West also offers the following:  

• Full-time employees receive 100% paid health, dental & vision insurance
• Earn incentives up to 10%
• 401K plan with employer matching funds up to 5%
• Profit Sharing
• Tuition reimbursement
• Gym membership reimbursement
• Paid time off for holidays, vacation, and sick days
• Credit Union West membership and discounts

Be part of our award-winning team!

POSITION SUMMARY

Enhances the quality of life for our members/team members by meeting or exceeding their service expectations. This role will encompass a deep understanding of entire marketing mix and tactics and how to align with business growth targets. Works with VP, Marketing & Communications and Marketing & Communications Manager in developing marketing collateral, promotions and programs based on the needs of departments throughout the Credit Union. In collaboration with graphic designer, writes and creates promotional and collateral materials under deadline. Distributes drafts of materials to appropriate managers for input and final approval. Uses appropriate channels to communicate marketing promotions to staff members. Manages time wisely to achieve essential duties and responsibilities with minimum supervision.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES

Marketing Analytics & Optimization - Develop and maintain marketing performance dashboards. Designs and maintains reporting dashboards that track key marketing performance indicators across campaigns, channels, and member engagement metrics. Analyze campaign effectiveness and provide optimization recommendations. Evaluates marketing campaign performance across channels and provides data-driven recommendations to improve targeting, messaging, and overall campaign effectiveness. Evaluate marketing ROI and engagement trends. Analyzes marketing return on investment, member engagement trends, and channel performance to identify opportunities for improved marketing efficiency and impact.

Advanced Campaign Leadership - Lead execution of complex marketing initiatives. Leads the implementation of complex or enterprise-level marketing campaigns, ensuring coordination across channels, teams, and marketing platforms. Translate approved strategies into detailed execution plans. Converts approved marketing strategies into structured execution plans, defining deliverables, timelines, resource needs, and performance indicators. Coordinate digital marketing channels and campaign integration. Oversees coordination of digital marketing activities including website, email, social media, and digital advertising to ensure campaigns are integrated and aligned with marketing objectives.

Team Support - Provide mentorship and technical guidance to Specialists I and II. Serves as a subject matter resource for marketing team members by sharing best practices, providing guidance on campaign execution, and supporting professional development. Support workflow planning and process improvement initiatives. Contributes to marketing workflow planning by identifying operational efficiencies, recommending process improvements, and helping optimize campaign execution across the department.

Performs other duties as assigned.

QUALIFICATIONS & REQUIREMENTS

EDUCATION: 

Bachelor’s degree in English, Communications, Journalism, or Marketing or experience in a related field obtained through a formal 4-year program at an accredited educational facility preferred or equivalent experience.

EXPERIENCE: 

3-5 years of digital marketing experience required, including website and email marketing experience in a financial institution preferred. Search Engine Optimization (SEO) and Search Engine Marketing (SEM) experience preferred. Project management experience preferred.

SKILLS & COMPETENCIES

Website CMS experience.

Knowledge of marketing automation platforms and member journeying concepts.

Knowledge of email marketing template design and JavaScript and CSS coding language.

Live the mission, vision, and core values of the credit union.

Able to communicate effectively and tactfully with employees and members both orally and in writing.

Demonstrate critical thinking and being self-reliant to better analyze and solve problems.

Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees.

Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom).

Thorough knowledge and understanding of organization’s Employee Handbook and policies.

Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.