Job Specifications
We are currently hiring for one position that may be based out of either our Florida or California office locations. While we are considering candidates from both coasts, only one role will be filled.**
Partners Federal Credit Union -- Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members.
For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience.
At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent--individuals who are inspired by our Members' financial dreams and committed to meaningful work.
Whether you're offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way.
Here, you'll find more than just a job. You'll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks--because we believe that when people feel supported, they thrive.
Join us--and experience what it means to truly love what you do.
We are seeking a detail-oriented and data-driven Marketing Analyst to support our credit union's marketing team. This role is pivotal in transforming data into actionable insights that enhance member engagement, optimize marketing strategies, and support organizational growth. The ideal candidate will specialize in data research, management, and reporting, with a strong understanding of member behavior, competitive positioning, and marketing performance metrics. This person will also contribute to CRM implementation, website optimization, and marketing automation efforts.
Essential Responsibilities:
Data Research & Management: Ability to extract, interpret, and present actionable insights from complex datasets using tools like SQL, Excel, Tableau, or Power BI. Collect, clean, and analyze member and market data to support marketing strategies
Member List Requisition: Build and manage segmented member lists for targeted campaigns and outreach
KRI & Campaign Reporting: Develop and maintain Key Risk Indicator reports and campaign performance metrics
Custom Event Tracking & Dashboards: Implement tracking for marketing initiatives and build dashboards to visualize KPIs
Behavioral Analysis: Interpret member feedback and behavior to guide marketing decisions and improve satisfaction
Competitive Rate & Fee Analysis: Conduct market surveys and analyze competitor pricing to inform product positioning
Marketing Automation & Vendor Onboarding: Support implementation and analytics for automation tools and onboarding of new vendors
Website Performance Insights: Analyze web traffic, user behavior, and conversion data to optimize digital experience
CRM Analytics Support: Assist with data integration, reporting, and member journey mapping in the new CRM
Perform other job duties and tasks to support the credit union marketing efforts as needed. Partner with marketing team leaders, IT, sales delivery, and member services to align marketing efforts with organizational goals
Knowledge & Skills
Minimum Education Required to Perform Job:
Bachelor's Degree
Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire:
2 to 5 years
Specific Experience Required:
3-5 years of experience in a marketing analytics or business intelligence role
Experience in financial services, credit unions, or banking is highly preferred
Strong understanding of consumer behavior
Experience working with CRM systems, customer data, and marketing analytics tools
Analytical mindset with strong attention to detail
Curious and proactive in identifying trends and opportunities
Strong communicator able to translate data into business insights
Collaborative and comfortable working cross-functionally
Tech-savvy with a passion for marketing technology and innovation
Organized and adaptable in a fast-paced, evolving environment
Other Training, Technical Skills, or Knowledge Required:
Knowledge of financial products and services, systems, and industry regulations
Proficiency in Power BI, Excel, SQL, and other software programming as needed
Other Measurable Abilities Required:
Ability to extract, interpret, and present actionable insights from complex datasets using tools like SQL, Excel, Tableau, or Power BI
Experience managing data workflows and performance tracking within CRM and marketing automation platforms
Skill in conducting surveys and benchmarking product rates, fees, and pricing against competitors
Proficiency in analyzing traffic, user behavior, and conversion metrics to optimize digital marketing efforts
Shift Work:
Employee is non-exempt, may be required to work evenings, weekends, and holidays as nee