Marketing Specialist II

Redwood Credit Union • Napa, CA

5d

About The Position

Redwood Credit Union is seeking a Marketing Specialist II to lead the planning, execution, and optimization of multi-channel marketing campaigns for the Credit Union and its subsidiary, RCUSG. The role supports brand visibility, Member engagement, and business growth by combining creative thinking with analytical insights. The Specialist works closely with the Assistant Marketing Manager, cross-functional teams, stakeholders, agencies, vendors, and internal and external resources to develop and deliver effective marketing solutions.

The position includes campaign planning and execution across digital and traditional channels, media planning and buying after approval and contract sign-off, market and competitive analysis, data-informed targeting, campaign measurement and optimization, and brand management. The Specialist also supports internal groups and committees, contributes to the annual marketing plan and budget, maintains stakeholder relationships, and provides marketing quality control and proofreading. Special event planning and coordination may also be required.

The ideal candidate has education and experience equivalent to a bachelor's degree in business, marketing, or a closely related field, along with at least three years of experience with marketing campaigns and comprehensive marketing program planning. Campaign execution and monitoring/reporting experience are required. Financial institution marketing or credit union industry experience is strongly preferred. The starting compensation range is $39.00 to $52.00 per hour, commensurate with experience.

Requirements

• Relevant experience and knowledge of current marketing techniques, practices, and campaign management.
• Knowledge of marketing principles, practices, rules, regulations, product guidelines, and compliance requirements.
• Knowledge of list management and lead generation techniques.
• Experience in online and offline marketing channels, including print, radio, broadcast, web, and SEO/SEM.
• Knowledge of diverse media, including media evaluation and buying or placement experience.
• Ability to plan and execute multi-step campaigns, projects, and events.
• Member-focused and service-driven, with demonstrated marketing program management and implementation experience.
• Ability to lead and work with cross-functional teams.
• Experience working with advertising agencies and vendor partners.
• Ability to prioritize and multitask, oversee projects, and meet deadlines.
• Proficient computer skills, including Word, Excel, and PowerPoint, and strong knowledge of website and online tools and resources.
• Strong verbal and written communication skills, including grammar and punctuation.
• Ability to work as a team player and establish and maintain effective working relationships with a diverse group of people.
• Education and experience equivalent to a bachelor's degree in business, marketing, or a closely related field.
• A minimum of three years of experience with marketing campaigns and comprehensive marketing program planning.
• Marketing campaign execution and monitoring/reporting experience.

Nice To Haves

• Experience with marketing automation systems, particularly Salesforce Marketing Cloud.
• Financial institution marketing and/or credit union industry experience.
• Ability to speak and write Spanish.

Responsibilities

• Conduct marketing and competitive research and analysis.
• Create detailed marketing program descriptions and strategic plans.
• Set campaign goals, identify and segment target audiences, and collaborate with the Market Data Analytics team to acquire relevant data files.
• Work with stakeholders, agencies, and internal and external resources to develop marketing materials, execute campaigns, and monitor and report results.
• Use channels including digital ads, SEM/SEO, email, direct mail, print, broadcast, social media, newsletters, statement inserts, brochures, Member testimonials, and other tactics.
• Plan, organize, negotiate, and purchase media after plans are approved and contracts are signed by the Marketing Manager, VP, or SVP.
• Monitor the competitive landscape and industry best practices, identify new ideas, and adapt marketing strategies to market changes.
• Collaborate with the Market Data Analytics team on conversion tracking and data-informed marketing strategies, while protecting Members' confidential data.
• Analyze campaign results and refine future projects to improve response rates and efficiency.
• Maintain and enhance the Redwood Credit Union brand, ensuring consistent use of names, logos, and other brand representations.
• Provide marketing expertise and support to internal groups and committees for initiatives, projects, and new program rollouts.
• Participate in developing the annual marketing plan and budget.
• Establish campaign effectiveness metrics and provide detailed reports on performance, goals, and insights.
• Build and maintain relationships with internal teams, external agencies, and vendors to support alignment and successful execution.
• Perform quality control, proofreading, and other marketing support tasks as requested.
• Provide service to Members, Officials, management, staff, vendors, and community contacts.
• Manage or coordinate special events as needed, including the Annual Membership Meeting, branch events, and other Member and community events.

Benefits

• Competitive medical, dental, and vision insurance.
• Mental health offerings.
• Employee performance incentive plan.
• Merit increases based on performance.
• 401(k) program with employer match.
• Competitive PTO accrual, 11 paid company holidays, and birthday off.
• Discounts on RCU collateral auto loans, recreational or boat loans, Visa and line-of-credit loans.
• Zero-interest loans for certain immigration-related expenses, naturalization expenses, and garment, fitness, or home office equipment.
• 100% financing for employee-purchased homes.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level