Marketing Specialist II - Acquisition

Copper State Credit Union•Phoenix, AZ

14d•$25 - $28

About The Position

This role is responsible for attracting prospective members across Copper State CU’s markets and driving sustainable member growth through strategic, data-driven marketing campaigns. The Marketing Specialist II - Member Acquisition, leads the planning, execution, and optimization of member acquisition campaigns that promote the credit union’s value proposition, focusing on full-service relationships, consumer lending, and real estate lending. This position plays a key role in driving membership and product conversions in branch, digitally and over the phone.

Requirements

2+ years of progressive credit union marketing experience with a strong focus on member or customer acquisition, performance marketing, or growth marketing required.
Requires 4 years of college, or equivalent education and work experience.
Proven experience developing and executing multi-channel acquisition campaigns that drive measurable results.
Strong analytical and problem-solving skills with the ability to interpret data and translate insights into actionable recommendations.
Demonstrated project management skills with the ability to manage multiple priorities and deadlines in a fast-paced environment.
Professional interpersonal and communication skills with the ability to collaborate across departments and present strategies and results effectively.
Ability to exercise sound judgment, make timely decisions, and work within established policies and procedures.
Knowledge of credit union products and services required.
Proficiency in PC applications including Word, Excel, Outlook, and PowerPoint required.

Nice To Haves

Experience with marketing automation platforms, CRM systems, paid digital advertising, and web optimization tools preferred.
Experience with digital analytics and reporting tools preferred.
Bilingual in English and Spanish is a plus.

Responsibilities

Plan, develop, and execute integrated marketing campaigns designed to acquire new members, both consumer and business.
Coordinate media planning and buying across traditional and digital channels in partnership with the Marketing team to maximize reach and ROI.
Promote, fulfill and report on member referral program bonuses as it relates to our member acquisition strategy.
Develop and refine target audiences, segmentation strategies, and messaging based on member data, market insights, geographic considerations, and campaign performance.
Leverage marketing automation, CRM, and digital platforms to build, deploy, and optimize acquisition campaigns across email, paid digital, web pages, and lead capture tools.
Ensure all acquisition campaigns and materials align with Copper State Credit Union brand standards and comply with regulatory, compliance, and disclosure requirements.
Curate and execute a social media content plan that reflects the brand voice and optimizes social performance by increasing follower count and engagement rates.
Create and publish content which includes but is not limited to: static posts, events, reels, giveaways, stories, live events and financial education-related posts on Instagram, TikTok, Facebook, X, LinkedIn and YouTube.
Monitor and analyze acquisition performance metrics including new accounts, funded accounts, conversion rates, cost per acquisition, referral retention and return on investment; provide insights and recommendations to improve results.
Monitor and analyze social media performance metrics including follower growth, engagement rate, views, penetration across channels, and audience; adjust social media outreach to improve results.
Manage multiple initiatives simultaneously, ensuring projects are delivered on time, within scope, and aligned with budget guidelines.
Keep all credit union member and employee related business in strictest confidence.
Maintain a thorough understanding of Credit Union Policies and perform duties in compliance with all policies, laws and regulations which apply to position.
Understand and be accountable for executing all job functions in a way that is consistent with all requirements of BSA, OFAC and the USA Patriot Act/Customer Identification Act (CIP).
Advise management of unusual events or circumstances that pertain to the Credit Union, either problems that need to be addressed or opportunities for improvement.
Perform other duties, as assigned.