Senior Marketing Analyst

Pacific Service Credit Union•Concord, CA

42d

About The Position

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.

Requirements

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

Nice To Haves

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

Responsibilities

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