Marketing Specialist, TransFund

BOK FinancialTulsa, OK
Onsite

About The Position

The TransFund Marketing Specialist is primarily responsible for working directly with new clients to provide marketing support as they launch their debit and credit card programs. Additionally, this role works with internal and external resources on creating, developing and implementing marketing projects for current clients, creating turnkey marketing campaigns, managing the implementation of school cards, full-service credit programs, client sweepstakes, statement messages, insert inventory and card designs. This role works with the marketing team to ensure marketing materials are up to date and available for client and sales use, coordinating the printing, digital distribution and placement in various mediums. We promote an environment where employees feel valued and inspired to make a meaningful difference. Our team prides itself on providing hands-on service that is unmatched by any others in the electronic funds transfer industry. Our goal is each day is to provide our clients with the maximum level of performance, service, and solutions that bring the highest possible value in our industry.

Requirements

  • Completion of a bachelor’s degree and 2+ years of experience in financial services marketing or equivalent work experience of 6+ years.
  • Thorough knowledge of sales promotion activities.
  • Thorough knowledge of promotional materials, both print and digital.
  • Ability to coordinate many high priority activities with multiple priorities.
  • Advanced project planning/management skills.
  • Excellent interpersonal skills, including oral and written communication skills with ability to prepare and deliver presentations for clients and executive management.
  • Thorough knowledge of PC software tools to include PowerPoint, MS Excel, MS Word, and some marketing software tools.
  • Ability to work independently on multiple projects from start to finish.
  • Creative thinker who can apply strategic goals to outcomes.
  • Strong interpersonal skills and attention to details.

Nice To Haves

  • Marketing experience in the financial industry is highly preferred.

Responsibilities

  • Develop and support marketing plans while managing projects to successful completion.
  • Coordinate the creation and distribution of promotional materials for financial institution clients.
  • Partner with external vendors to manage messaging, inventory, and client-related needs.
  • Oversee creative traffic flow and card inventory processes for client marketing initiatives.
  • Collaborate with internal teams to produce marketing tools for sales and targeted campaigns.
  • Assist clients with sweepstakes, school card programs, and provide guidance to junior consultants.

Benefits

  • Excellent training and development to support building long term careers of employees.
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