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Responsibilities SUMMARY Primarily responsible for analyzing and interpreting data, creating reports, and identifying opportunities based on market, demographic, and firmographic analysis. Manages strategic initiatives and projects, focusing on enhancing the performance and efficiency of marketing initiatives. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following; other duties may be assigned. Use SQL to extract, clean, and analyze large datasets from internal databases and data warehouses. Transform raw data into clear reports and insights using business intelligence tools such as Alteryx and Power BI. Analyze member behavior to identify trends, patterns, and opportunities that inform marketing strategies and business decisions. Develop and maintain reporting pipelines and dashboards consolidating data from multiple marketing and operational systems. Collaborate with stakeholders across marketing, product, and leadership teams to define metrics, track campaign performance, and suggest improvements. Support the planning and execution of marketing automation workflows. Monitor market conditions and member trends to support acquisition, retention, and loyalty strategies. Create and refine member segmentation models based on profitability, behavior, and demographics. Work with internal teams to align marketing insights with creative and communication efforts. Leverage CRM and other systems to build, target, test, and evaluate multichannel marketing campaigns (email, direct mail, phone, digital). Prepare reports and presentations with charts, graphs, pivot tables, and infographics for leadership and board review. Conduct geographic and spatial analysis using GIS software for market targeting and opportunity identification. Manage project timelines and deliverables across multiple initiatives, independently and with cross-functional teams. Maintain relationships with third-party data providers and ensure data integrity across platforms. Provide ad hoc analysis and insights to support business cases and leadership decisions. Support operational execution and post-program analysis of direct marketing initiatives. Promote a positive organizational culture, fostering respect and harmony among staff and departments. Build and maintain positive relationships with branches, internal departments, and external partners, aligning with the Credit Union's mission and philosophy. The starting salary for this position is $77,000 to $96,000 annually, based on relevant experience. Qualifications EDUCATION and/or EXPERIENCE Bachelor's degree (B.A.) from a four-year college or university with at least three years of related experience, or an equivalent combination of education and experience. OTHER KNOWLEDGE SKILLS AND ABILITIES Strong proficiency in SQL. Experience with data platforms, CRM, marketing automation, and campaign tools is a plus. Advanced skills in Microsoft Excel and/or Access. Banking experience is a plus. Overview Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are a full-service financial institution committed to providing personal, convenient, and innovative financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions. We strive to deliver excellent service and products, fostering a positive employee culture. Recognized as a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally, we are dedicated to building fulfilling careers. Learn more about this position and what Advancial offers by completing our online application. Advancial Federal Credit Union is an Equal Opportunity Employer. We participate in the Electronic Employment Verification process. For accommodations during the employment process or to view our affirmative action plan, please contact us through the provided forms. #J-18808-Ljbffr