Senior Marketing Analyst

ABOUT THIS ROLE:

At Pacific Service Credit Union, we are committed to strategic growth through trust, innovation, and operational excellence. By empowering our internal teams with the tools and support they need to succeed, we strengthen organizational efficiency, ensure compliance, and advance our mission of enhancing member financial well-being.

The Senior Marketing Analyst is responsible for combining advanced analytical skills and data storytelling with exceptional marketing and entrepreneurial acumen. This role requires a strong ability to create, prove and execute new initiatives within the marketing department. This position provides comprehensive marketing data analysis, reporting, and predictive insights that support the credit union’s member growth, product adoption, and strategic marketing objectives. It requires exceptional attention to detail and a strong willingness to take on new challenges with enthusiasm and accountability for the business’s performance. The Senior Marketing Analyst demonstrates a proven ability to handle multiple priorities and meet firm deadlines, applies creative and innovative problem-solving skills, remains self-motivated and proactive, and maintains composure under pressure. This role is responsible for transforming raw data into actionable insights that drive marketing decisions and strategies.

This role requires an organized and dependable individual with strong communication skills and the ability to complete tasks accurately and on time. The position supports the team and organization by assisting with day-to-day activities, completing assigned projects, and contributing to efforts that advance organizational goals and uphold core values, while enhancing member/service outcomes.

ESSENTIAL JOB FUNCTIONS:

• Develop and program complex SQL stored procedures, views, and functions using Transact Structured Query Language (T-SQL), best practices and efficient coding techniques.
• Perform duties using system development lifecycle (SDLC), includingeliciting requirements from stakeholders, creating prototypes, developing code, conducting UAT, and delivering data visualizations in PowerBI reports and/or PowerPoint presentations.
• Perform quantitative analysis and apply technological data mining and analysis of marketing and growth objectives.
• Develop forecasting models to support campaign budgeting and member growth projections.
• Develop analytical models for churn analysis, member lifetime value, and return on ad spend (ROAS).
• Develop and maintain analytical reports, dashboards, and visualizations to track key performance indicators (KPIs) related to campaign performance, product penetration, and member segmentation.
• Design and implement solutions, leveraging digital analytic tools to monitor website usage, funnel conversion, and online banking behavior.
• Drive and own research initiatives, applying sound judgement to identify trends, patterns, and anomalies in marketing and member behavior that can inform strategic decisions or highlight optimization opportunities.
• Exercise discretion when analyzing data to ensure the accuracy, consistency, and integrity of data by performing regular data quality checks.
• Consult with the marketing team in driving solid business processes, which will help promote high-quality data.
• Demonstrate the ability to work in a collaborative environment, building strong and effective relationships with team members, department leadership, and key stakeholders while exhibiting excellent communication skills.Lead data visualization and storytelling efforts, presenting findings and insights to both technical and non-technical stakeholders, providing independent decisions and clear data-driven recommendations.
• Use independent judgement and demonstrate autonomy, self-manage multiple projects, and play an interactive role in effectively executing duties as outlined.
• Identify opportunities to streamline reporting and analysis processes, automating repetitive tasks where possible.
• Maintain a comprehensive understanding of business processes across the entire organization and how they interrelate.
• Contribute to company innovation and continuous improvement. Foster a culture of evolution by adapting to changes, optimizing processes, and contributing to the growth and success of the organization.
• Demonstrate accountability in your work by taking ownership of responsibilities, setting clear goals, meeting deadlines, and delivering high-quality results. Act with integrity, follow through on commitments, and uphold professional standards.
• Support and uphold company culture by aligning your work with the credit union’s mission and values, contributing to a positive, high-performing environment.
• Demonstrate dependable performance including attendance and punctuality, recognizing that it is essential to organizational excellence and operational success.
• Comply with all anti-money laundering laws, including the Bank Secrecy Act, OFAC regulations, and the USA PATRIOT Act, as well as all related policies and procedures.

SUPPORTING FUNCTIONS:

• Provide back-up and support to AVP/manager, as directed.
• Performs special projects and other responsibilities, as directed.

COMPETENCIES:

The following competencies are essential for success in this role:

Job knowledge: Demonstrates solid job expertise; learns and applies new skills effectively; works with minimal supervision; understands how work impacts others; uses resources efficiently.

Effective communication: Communicates clearly and concisely; tailors messages to audience needs; engages listeners; keeps stakeholders informed.

Problem solving: Identifies issues early; gathers and analyzes information effectively; develops alternatives; resolves problems promptly; contributes productively to group solutions.

Quality of work: Delivers accurate, thorough work; proactively reviews processes; prevents recurring issues; ensures deliverables meet all standards, expectations, and deadlines.

Member focus: Shows courtesy and professionalism; manages difficult situations constructively; meets commitments; responds promptly; seeks feedback to improve service.

Collaboration: Builds strong working relationships; demonstrates tact and professionalism; supports others; works cooperatively; helps resolve conflicts productively.

Execution: Translates strategy into action; pursues goals with focus and urgency; commits the necessary effort; implements plans efficiently and delivers results within required timeframes.

REQUIRED MINIMUM QUALIFICATIONS:

Education:

• Bachelor’s degree in Data Science, Computer Science, Information Technology, Economics, Information Systems, Statistics, Applied Mathematics, Finance, Accounting, or related field required.

Experience:

• Minimum five years of experience in an Analyst role (ideally in marketing, business, or financial services), SQL programming skills (T-SQL Preferred) and applying math/statistics to data modeling required.
• Two years or recent experience working with Power BI.
• Experience working in a fast-paced, startup like environment where agility is expected.
• Experience working in cloud technologies (Azure Preferred).
• Experience in Google Analytics or Adobe Analytics.
• Excellent oral and written communication skills required.
• Must be proficient in computer programs (e.g., Microsoft Office Suite).

PREFERRED QUALIFICATIONS:

• Experience with marketing campaign testing and performance, preferred.
• Experience with Credit Unions and/or financial institutions, highly preferred.

PHYSICAL REQUIREMENTS:

Hearing: Ability to hear and comprehend spoken communication in person and over the phone.

Vision: Ability to view computer screens and read documentation with clarity and accuracy.

Verbal Communication: Ability to speak clearly and effectively to interact with colleagues and/or members. Frequent use of telephone headset may be required.

Manual Dexterity: Proficient use of hands and fingers for typing, operating office equipment, and handling documents.

Posture and Endurance: Ability to sit or stand at a workstation for extended periods; adjustable sit/stand desk options may be available to support comfort.

Mobility: Ability to move within the office environment to attend meetings or assist colleagues, as needed.

Lifting and Carrying: Occasionally required to lift and carry materials weighing up to 30 lbs.

OTHER INFORMATION:

Hours Required: A work schedule of Monday through Friday, generally 8 a.m. to 5 p.m., with some alternate work schedules. This position is eligible for the credit union's telecommute policy.

Travel Requirements: Less than 10% local travel required. Limited travel during the work schedule, primarily for training, meetings, or special projects.

Work Environment: This position is based in a climate-controlled office environment with ergonomic workstations in a two-story building with an elevator. Subject to standard background noise found in an office environment. Natural light from large windows, supplemented by artificial lighting to ensure a comfortable working atmosphere.

DISCLAIMER:

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.