Marketing Strategy Analyst

Summary Objective

This role promotes product/service innovation and adoption, ensuring alignment with business strategy, member needs, and regulatory requirements. Works cross-functionally with stakeholders across the organization to deliver market-leading financial solutions. Professionalism, discretion, confidentiality and a positive contribution to our FIRST values is essential to this position.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Support design process for new deposit and loan products, as well as lifecycle updates to existing products, based on member needs, internal and external (market) research, and collaboration with stakeholders.
• Leverage data analytics to measure and recommend to leadership growth strategies of assigned products/services.
• Analyze product/service satisfaction with a goal to achieve frictionless member experience and efficient operational delivery.
• Partner with business line owners to develop effective targeted trackable campaigns.
• Provide meaningful reports using data visualization to identify and convey key information. (Extract, compile, analyze and interpret financial data from multiple sources.)
• Presents product recommendations for approval including product justification (business case), product requirements, features, pricing, and financial forecasting analysis.
• Develops, maintains, and executes the credit union’s strategic product, innovation growth roadmap in collaboration/partnership with marketing leadership, executive team and business line owners. Ensures the roadmap supports the credit union’s strategic business plan, organizational KPIs and product line owners’ plans and growth goals.
• Coordinates new product launch in collaboration with product development team, marketing, compliance, training, operations, and other pertinent departments.
• Assists stakeholders in developing marketing plans, training content, and product & service policies and procedures.
• Responsible for product lifecycle growth management recommendations for key products and services (Credit Cards, Sunshine Checking, FirstFunds-BNPL, Service Costs, others as assigned). This includes recommendations for product changes, enhancements, terminations / retirements, and consolidations.
• Establishes dashboard KPIs of monthly product success metrics in conjunction with finance, business analysts, and product line owners; reports trends, important insights, potential issues, and unrealized opportunities to stakeholders on a regular basis; recommends adjustments to the established strategic product/growth roadmap based on findings.

Competencies

1. Data analysis
2. Digital Marketing
3. Expertise in collaboration
4. Excellent communication skills
5. Ability to share complex topics in written form or group presentation.
6. Grounded in CU operations with working knowledge of products/services
7. Computer proficiency, knowledgeable in MS Office Suite and working knowledge of all member facing systems (in-branch and online)
8. Stress management/composure
9. Honesty and integrity
10. Teamwork
11. Self-starter
12. Reliable
13. Ability to professionally compose own correspondence.

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical presence in the office setting is required.

Physical Demands

This position requires manual dexterity, the ability to lift and/or move up to 25 pounds. This position requires bending, stooping or standing as necessary.

Position Type/Expected Hours of Work

Ability to work 40 hours; Monday – Friday. Periodic overtime may be required.

Travel

Ability to travel to branch locations, community events, training and visit community partners is required.

Qualifications

Required Education and Experience

1. Associates degree.
2. Three years related experience and/or training; or equivalent combination of education and experience.

Preferred Education and Experience

1. Previous experience with a credit union highly desirable.
2. Bachelor’s degree.

Additional Eligibility Qualifications

1. Multi-lingual capabilities to include Spanish are a plus.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.