Marketing Specialist

Job DetailsJob Location: Corporate Office Location - Redwood City, CA 94063 Do you have a strong understanding of current marketing concepts, strategy, benchmarks and best practices? Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? Would you like to work at a multi-faceted, dynamic organization that thrives on teamwork and collaboration? If so, we’d love to talk with you about Monterra Credit Union’s Marketing Specialist Position! Located in the heart of the Bay Area, Monterra Credit Union is a community-centric and growth-oriented financial institution. We invest in the success of people and our community by giving back, making things easier, and committing ourselves to our members’ potential. Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization. If you value collaboration, forward-thinking, and giving back, this just might be the place for you. SALARY & BENEFITS Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package: Starting pay of $33.00 - $39.00 per hour depending on experience Bilingual pay incentives (English/Spanish or English/Tagalog) Semi-annual bonuses for meeting key financial and operational goals Medical, Dental, Vision, Life, and Long-Term Disability insurances 401(k) including generous matching contributions Discounts on financial products and services, including mortgage and auto loans Paid time off, tuition reimbursement, and much more! This position is based on-site at our Corporate Office in Redwood City, CA. Following the successful completion of meeting performance expectations, you may request a hybrid work arrangement of up to two remote days per week, subject to approval from your supervisor. POSITION SUMMARY As a member of Monterra Credit Union’s Marketing Team, the Marketing Specialist supports growth across the Credit Union’s core products and services, including credit and debit cards, membership, auto and mortgage lending, and other offerings. Working closely with the Product Marketing Lead, this role helps execute marketing initiatives that drive adoption and usage of both digital products and services, as well as overall product adoption. The Marketing Specialist leverages campaigns and channels that support card acquisition and utilization, digital engagement, and new member growth, ensuring the effective and timely execution of marketing tactics through automated platforms such as Visa Campaign Solutions, SMS/text automation, the website content management system, and other communication channels with the goal of increasing product penetration, member engagement, and overall usage of Monterra Credit Union’s products and services. PRIMARY RESPONSIBILITIES Effective and timely execution of marketing tactics through automated platforms, including but not limited to Visa Campaign Solutions, SMS/text automation, email, website and ATM content management system, and other communication channels as needed. Writes, proofreads, and edits creative and technical content, ensuring consistent adherence to brand standards across multiple channels. Communicates performance of campaigns, products and/or services as well as provides data from specific channels in order to maximize the management of the resource. Uses a data warehouse, MCIF system, or third-party systems along with other data tools and resources to target key audiences. Monitors marketing analytics to identify target audiences and areas for growth. Collaborates with internal stakeholders, external partners, agencies, and vendors to develop and execute strategic marketing programs that drive product penetration and expand field of membership growth. Serves as a subject matter expert on the platform/software utilized to increase product adoption, market awareness and/or brand identity. Thoughtfully prioritizes as well as efficiently utilizes marketing resources in order to launch marketing campaigns that are in support of reaching strategic goals. Identifies areas of potential process improvement and initiates action towards implementing improvement. Provides service that aligns with the Credit Union’s mission of delivering timely, relevant products, services, and information aimed at increasing adoption and engagement. Perform other duties as assigned Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control. PHYSICAL DEMANDS The physical demands and work environment characteristics described 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 duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands. Employee must occasionally lift and/or move up to 5 pounds. Employee may occasionally work overtime. These activities are not necessarily performed to the same degree and combination every day. Apply Now for Consideration! Monterra Credit Union is an equal-opportunity employer. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, disability, or protected veteran status. Qualifications Associate’s Degree or higher in Marketing, Communications, or related field Minimum 3 years of relevant experience with a strong understanding of current online marketing concepts, strategy, benchmarks and best practices. Proficient in Microsoft Office (Outlook, Word, PowerPoint Excel). Visa DPS as well as CRM experience is a plus. Proficient at analyzing complex data and metrics and interpreting actionable insights. Strong interpersonal skills with the ability to collaborate, facilitate constructive discussion and challenge opposing viewpoints when necessary. Ability to interface with all levels of personnel within the organization. Great program development and project management skills; well-organized with the ability to multi-task. Excellent oral and written communication skills and attention to detail. Strong visual sense with the ability to evaluate graphic layouts for both style and impact. Strong time management, organizational, and prioritizations skills with the ability to handle multiple projects while adhering to deadlines. Conducts activities and interactions in a manner that promotes integrity, trust, and strong ethics, in order to protect the reputation of the organization and brand.

Created: 2026-05-06