Senior Marketing Engagement Specialist

Overview

Senior Marketing Engagement Specialist (Sales)

Position Purpose : This role ensures marketing operations excellence and creates engaging content that drives customer engagement, retention, and loyalty for First Carolina Bank and its subsidiaries; BM Technologies, Inc. and BankMobile. The role owns the review and approval of marketing and servicing collateral, ensures compliance with legal and regulatory guidelines, and manages audit processes. It also creates and deploys multi-channel content to support customer lifecycle goals, campaign execution, and the overall marketing strategy.

Responsibilities

• Assist the Director - Marketing in managing and executing the overarching social media strategy, including campaign planning, content calendar development, performance tracking, and cross-platform alignment.
• Manage content review and stakeholder approval workflows, ensuring timely and compliant delivery of marketing and servicing communications.
• Assist the Director Marketing with developing and executing marketing assets including social media content, email campaigns, service communications, and in-app / digital messaging.
• Execute projects within marketing tools, including BMAS (Internal content management system) and ESPs (currently Braze and Constant Contact), including creating and deploying emails.
• Oversee the management of customer lists within ESPs on a weekly and monthly basis.
• Conduct research and regularly track key performance indicators (KPIs) for social media and website analytics, ensuring alignment with First Carolina Bank's marketing goals.
• Collaborate with external marketing vendors as necessary to ensure seamless execution of marketing initiatives and campaigns.
• Maintain connections with evolving marketing trends, tools and benchmarks to optimize campaign performance.
• Provide reporting insights to leadership on campaign performance, engagement trends, and retention metrics.
• Work independently and collaboratively, taking initiative to support other corporate projects and ensure workload and productivity is aligned with capacity expectations.
• Work as the key contact for marketing audits.
• Perform other duties as assigned by leadership.

Authority, Impact, Risk

Ensures that appropriate due diligence is exercised in content creation, approvals, and deployment so that UDAAP, CAN-SPAM, BSA, and other applicable marketing, compliance, and legal regulations are adhered to. Exercises good judgment that balances risk to shareholders and customer experience when making decisions. Builds an understanding of the marketing tools and other important systems including but not limited to Silverlake, BMAS, ADO, Braze, Oracle, and Constant Contact. Comply with all marketing, brand, and compliance requirements, policies, and procedures and attend all mandatory compliance and regulatory training, as well as owning the compliance and audit processes.

Key Relationships

All internal business line leaders across Marketing, Compliance, Audit, Customer Care, Product, Fraud, PMO, Technology, XD, Legal, Applied Analytics, Sales, and Client Ops. All external vendors related to marketing

Managerial Accountability

N / A

Working Conditions

Time Allocation

Job Specifications

Position adheres to confidentiality policy, code of ethics and knowledge of Bank Secrecy Act and best practices and other pertinent Regulatory laws and regulations.

Required

Preferred

Risk Management Requirements

Understands and adheres to Workplace Policies, Code of Conduct, privacy, and information security guidelines. Understands and adheres to Anti-Money Laundering, Bank Secrecy Act, and Compliance with the USA PATRIOT Act policies and procedures applicable to position, completing any supporting requirements within defined timeframes. Acts within authorized limits and delegated authorities and role applicable policies and procedures. Follows processes and controls to protect shareholder interests. Mitigates risk to the bank and customers by following all applicable security procedures.

Equal Opportunity Employer

Equal Opportunity Employer including Veterans / Disabilities

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