Marketing Coordinator

Maintains expense tracking and departmental budgets; coordinates payment of invoices; monitors vendor financial obligations and status; conducts monthly budget reviews with management; and prepares budget updates and ad hoc financial information as requested. Tracks and ensures requests through the MarketingRequest portal meet established and agreed upon deliverable dates frequently reminding assignees of the task and providing the completed item to the requestor.

Job DetailsJob Location: Corporate Office Location - Redwood City, CA 94063 

• Do you possess strong organizational, interpersonal, time management, and communication skills with the ability to consistently maintain high levels of thoroughness and accuracy?
• 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?
  
  
   
  
  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 $29.00 - $35.00 per hour depending on experience
• 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!
  
  
   
  
  POSITION SUMMARY
  
  This position is responsible for administrative and operational support of the Marketing & Community Relations Department.
  
  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.
  
   
  
  PRIMARY RESPONSIBILITIES
  
  
• Serves as an initial point of contact for marketing requests and questions. Tracks and ensures requests through the MarketingRequest portal meet established and agreed upon deliverable dates frequently reminding assignees of the task and providing the completed item to the requestor.
• Conducts general administrative duties, such as:
• Maintains general files and marketing supply inventory and storage space, (including both office support and merchandising material)
• Coordinates schedules (which may include company sponsored events and staff participation opportunities)
• Processes departmental mail
• Maintenance of marketing display materials (e.g. acrylic sign holders and displays as well as campaign related premium/give-away items)
• Maintains expense tracking and departmental budgets; coordinates payment of invoices; monitors vendor financial obligations and status; conducts monthly budget reviews with management; and prepares budget updates and ad hoc financial information as requested.
• Publishes and distributes marketing communications to staff.
• Monitors, updates, and produces new promotional materials, including print-on-demand flyers, inserts, posters, and other materials as needed.
• Coordinates messaging and distribution of content across a variety of Marketing channels, including but not limited to statements, in branch displays, mail, ATM, Yelp and Google for Business as well as email.
• Gathers, delivers, and reviews website updates as well as works with other departments to complete the updates within an agreed upon timeframe.
• Ensures the correct publication and targeting of statement messaging and inserts.
• Coordinates and executes marketing events, including planning logistics, organizing production materials, managing timelines, and on-site execution ensuring successful event experience. Assembles information/promotional packets as directed.
• Coordinates delivery to branch locations as well as conducts visits to branch locations in order to deploy marketing materials, coordinate events and audit existing materials on display.
• Coordinates and ensures the online Marketing file structure is maintained and consistent.
• Oversees the Intranet content for the Marketing department.
• Provides day-to-day support to team members.
• Performs other work-related duties as assigned.
• Provides service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.
• 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 including sitting, standing, reaching, walking, talking, bending, and constant use of hands. 
• Employee must occasionally lift and/or move up to 10 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
• Must possess strong organizational, interpersonal, time management and communication skills (both verbal and written), with the ability to consistently maintain high levels of thoroughness and accuracy.
• Experience working with Microsoft Office products, specifically Word, Excel and PowerPoint.
• Able to multi-task a large number of projects effectively, while adhering to deadlines.
• Ability to interface with all levels of personnel within the organization.
  

 

• Do you possess strong organizational, interpersonal, time management, and communication skills with the ability to consistently maintain high levels of thoroughness and accuracy?
• 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?
  
  
   
  
  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 $29.00 - $35.00 per hour depending on experience
• 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!
  
  
   
  
  POSITION SUMMARY
  
  This position is responsible for administrative and operational support of the Marketing & Community Relations Department.
  
  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.
  
   
  
  PRIMARY RESPONSIBILITIES
  
  
• Serves as an initial point of contact for marketing requests and questions. Tracks and ensures requests through the MarketingRequest portal meet established and agreed upon deliverable dates frequently reminding assignees of the task and providing the completed item to the requestor.
• Conducts general administrative duties, such as:
• Maintains general files and marketing supply inventory and storage space, (including both office support and merchandising material)
• Coordinates schedules (which may include company sponsored events and staff participation opportunities)
• Processes departmental mail
• Maintenance of marketing display materials (e.g. acrylic sign holders and displays as well as campaign related premium/give-away items)
• Maintains expense tracking and departmental budgets; coordinates payment of invoices; monitors vendor financial obligations and status; conducts monthly budget reviews with management; and prepares budget updates and ad hoc financial information as requested.
• Publishes and distributes marketing communications to staff.
• Monitors, updates, and produces new promotional materials, including print-on-demand flyers, inserts, posters, and other materials as needed.
• Coordinates messaging and distribution of content across a variety of Marketing channels, including but not limited to statements, in branch displays, mail, ATM, Yelp and Google for Business as well as email.
• Gathers, delivers, and reviews website updates as well as works with other departments to complete the updates within an agreed upon timeframe.
• Ensures the correct publication and targeting of statement messaging and inserts.
• Coordinates and executes marketing events, including planning logistics, organizing production materials, managing timelines, and on-site execution ensuring successful event experience. Assembles information/promotional packets as directed.
• Coordinates delivery to branch locations as well as conducts visits to branch locations in order to deploy marketing materials, coordinate events and audit existing materials on display.
• Coordinates and ensures the online Marketing file structure is maintained and consistent.
• Oversees the Intranet content for the Marketing department.
• Provides day-to-day support to team members.
• Performs other work-related duties as assigned.
• Provides service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.
• 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 including sitting, standing, reaching, walking, talking, bending, and constant use of hands. 
• Employee must occasionally lift and/or move up to 10 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.