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Responsibilities

SUMMARY

Principally responsible for analyzing and interpreting data, formulating reports and identifying opportunities based on market analysis, demographic and firmographic data. Manages strategic initiatives and projects. This team member is responsible for identifying opportunities that enhance 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 and identify trends, patterns, and opportunities to inform marketing strategies and business decisions.

Develop and maintain reporting pipelines and dashboards that consolidate data from multiple marketing and operational systems.

Work with stakeholders across marketing, product, and leadership teams to define metrics, track campaign performance, and recommend improvements.

Support the planning and execution of marketing automation workflows

Monitor existing and emerging member trends and market conditions to support acquisition, retention, and loyalty strategies.

Create and refine member segmentation models based on profitability, behavior, and demographic data.

Collaborate 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 clear reports and presentations with charts, graphs, pivot tables, and infographics for leadership and board-level review.

Conduct geographic and spatial analysis using GIS software for market targeting and opportunity identification.

Manage project timelines and deliverables across multiple initiatives, both 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 decision-making.

Support operational execution and post-program analysis of direct marketing initiatives.

Fosters a positive culture throughout the organization. Promotes respect and harmonious relations among accounting staff and with departments throughout the organization.

Ensures positive relationships with the branches, internal departments and external partners. Maintains a positive and caring atmosphere for members and employees consistent with the Credit Union's mission and philosophy.

The starting salary for this positon is $77,000 to $96,000 annually, and is based on relevant experience.

Qualifications

EDUCATION and/or EXPERIENCE

Bachelor's degree (B. A.) from four-year college or university with a minimum of three years related experience; or equivalent combination of education and experience.

OTHER KNOWLEDGE SKILLS AND ABILITIES

Strong proficiency in SQL. In-depth experience in using data platforms, CRM, marketing automation and campaign tools is a plus. Advanced technical skills in Microsoft Excel and/or Access. Banking experience a plus.

Overview

Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced 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.

At Advancial, we always strive to provide the best service and products to our members because we love what we do. We work together to build a culture that promotes a positive employee experience. We’ve been named a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally and locally because we’re serious about building fulfilling careers and not just day jobs.

We invite you to learn more about this position and what Advancial has to offer by completing our online application.

Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer.

Advancial Federal Credit Union participates in the Electronic Employment Verification process. Please click here for more information. (https://www.advancial.org/Advancial/media/advancial/pdfs/E-Verify\_Participation\_Poster\_ES.pdf)

If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you’d like to view a copy of the company’s affirmative action plan, pleasecomplete this form. ([email protected]?subject=Employment%20Inquiry&body=Name:%0aCity:%0aState:%0aPosition%20interested%20in:%0aPlease%20enter%20a%20message%20below:)

**Job Locations** _US-TX-Dallas_

**Category** _Marketing_

**Type** _Full-Time Regular_

**Location : Location** _US-TX-Dallas_

**ID** _2025-1495_