Job Description:

BASIC FUNCTION

The Marketing Specialist is responsible for assisting in the development and execution of WEOKIE Federal Credit Union’s overall marketing strategy that supports the overall goals of the credit union as laid out by the board and executive leadership. Assists Director of Marketing in developing, executing, and reporting of annual product promotion calendar and social media content calendar. Bi-lingual (Spanish) is a plus but not required.

MAJOR ACTIVITIES

1)Assist in the creation of marketing campaigns, including copywriting and graphic design. Implement design elements of the marketing plan, including the design and distribution of advertising materials, marketing brochures, and in-branch collateral materials. This could include videos, graphics, and copy specific to products, services, promotions, trainings, etc.

2)Assist with social media strategies that align with WEOKIE’s culture, brand vision and promise, as well as credit union goals and implement as directed. Manage day to day operations and monitoring of credit union’s social media communities. Serve as content creator for social media channels. Collaborate with marketing team to create strategies and goals for growth on social media.

3) Support the Marketing Department by organizing and monitoring marketing materials to maintain adequate inventory. Fulfills branch and staff requests for marketing materials. Provides additional support to other members of the Marketing Department as needed.

4) Have a strong knowledge of credit union products and services. Work with other departments across the organization to promote products, services, and initiatives, and to compete projects. Analyze existing membership information and market trends to

identify ways to reach potential and existing members and enhance member relationships.

5) Perform other duties as assigned, i.e. reporting, budgeting, etc. Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated.

CRITICAL RESULTS

1)Execute responsibilities with minimal errors according to established marketing department standards and within budget.

2)Achieve planned market share, assets, loans, and other product/service objectives.

3)Provide effective assistance to the marketing team in planning and implementing marketing strategies and promotions.

4)Conduct accurate and thorough market analysis, making appropriate conclusions and recommendations.

5)Successful contribution to meeting WFCU’s growth objectives.

6)Communicating effectively with management in a timely and appropriate manner, submitting required reports by established deadlines.

7)Provide informed, professional, and accurate services and support to all members and internal staff while maintaining a positive image for WFCU.

QUALIFICATIONS

A.Specialized or Technical Knowledge and Skills:

1)A Bachelor’s Degree is required in either marketing, advertising, or communications and/or minimum of 1 to 3 years of related experience.

2)Strong organizational skills (planning and prioritizing) and communication skills (written, verbal, and listening) are critical

3)Handson experience with graphic design, content creation, copywriting, and use of Adobe Creative Suite and Microsoft products, and Asana Project Management Platform. Experience with HubSpot programing also preferred.

4)Must be detail-oriented, with an ability to work independently, under pressure, and within moving deadlines.

5)Ability to blend technical and creative skills from a business point of view to provide seamless support of department initiatives.

6)Ability to represent WEOKIE professionally, interact effectively and deliver engaging presentations to various audiences, including members, business

partners, and employees articulate the Credit Union movement, the WEOKIE

difference, the WEOKIE brand, and the benefits of WEOKIE products and services that result in deeper and more meaningful relationships.

7)Ability to work irregular hours, including nights and weekends.

8)Bi-lingual (Spanish) is a plus but not required.

B.Behavioral Competencies: Behavioral competencies are the skills and personal characteristics that an individual should possess in order to be successful in this position.

1)Core Competencies: Core competencies are consistent for all positions across the organization and are aligned with WFCU’s core values and the Three Stakeholder Model.

i.Member Focus (internal and external): Builds member confidence, is committed to increasing member satisfaction, sets achievable member expectations, assumes responsibility for solving member problems, ensures commitments to members are met, solicits opinions and ideas from members, responds to employees.

ii.Dependability: Meets commitments, works independently, accepts accountability, handles change, sets personal standards, stays focused under pressure, and meets attendance/punctuality requirements.

iii.Integrity/Ethics: Deals with others in a straightforward and honest manner, is accountable for actions, maintains confidentiality, supports company values, conveys good news and bad.

2)Job Specific Competencies: The position requires a wellrounded and levelheaded individual who is able to maintain composure in a variety of situations. The following stand out among a long list of behavioral competencies for this position:

i.Job Knowledge: Understands duties and responsibilities, has necessary job knowledge, has necessary technical skills, understands company mission/values, keeps job knowledge current, is in command of critical issues.

ii.Productivity: Manages a busy workload, prioritizes tasks, develops good work procedures, manages time well, and handles information flow.

iii.Quality: Is attentive to detail and accuracy, is committed to excellence, looks for improvements continuously, monitors quality levels, finds root cause of quality problems, owns/acts on quality problems.

iv.Communication Skills: Able to communicate complex financial issues and instill confidence in the credit union’s financial position to a wide variety of audiences with varying degrees of technical expertise.

v.Relationship Building Skills: Develops new business, identifies and sells to customer needs, translates product features to benefits, has good listening skills, is sensitive to customers, delivers effective presentations, negotiates well, uses closing skills appropriately, develops sales skills.

C.Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand and walk. The employee is occasionally required to sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance and talk or hear. The employee must occasionally lift and/ or move up to 50 pounds.

D.Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

EQUAL EMPLOYMENT OPPORTUNITY/AFFIRMATIVE ACTION EMPLOYER

WEOKIE does not and shall not discriminate on the basis of Protected Status, marital status, and political belief or any other status or condition protected by applicable federal and/or state law. Bona fide occupational qualifications will be applied impartially. These activities include, but are not limited to, hiring of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all our members, our staff, clients, volunteers, subcontractors, vendors, and clients.

Equal Opportunity Employer, including disability/protected veterans

PI253500064

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