On Tap Credit Union™, formally Coors Credit Union, is on the move! We have recently changed our name to be more inclusive of our growing family of members on the Front Range who embrace the Colorado lifestyle, our beer heritage and who want a personalized banking experience. As we refine our branding and positioning, we find our workload is growing and we need assistance in Marketing. If chosen, you would help us communicate our world class financial solutions. You would also have the opportunity to join a dynamic team of professionals—60+ and growing—who are trustworthy, caring and naturally passionate. Each of our team members exemplify our cultural standard known as the K.E.G. of Excellence. We aspire to be Kind, Elegant and Genuine in all our relationships, with our members, and with each other.
Please take some time to review the attached job description, and if you wish to join our Marketing Team as a Marketing Specialist, we will be delighted to receive your application.
Cultural Stewardship/HR Team
Responsible for maintaining, growing, and developing current and future business relationships and increasing wallet-share and participation in credit union products and services with various SEGs and other targeted businesses and key stakeholders. Develops essential tactical steps for implementation of market development programs. Ensures the execution of strategies to improve market presence while delivering the credit union’s vision, mission, and value to the communities and markets we serve, demonstrating the values reflected in the KEG of Excellence.
BUSINESS DEVELOPMENT DUTIES:
Identify key stakeholders and population groups in Jefferson, Denver, Boulder and Larimer counties by researching area demographics. Determine opportunities and develop programming to serve these potential members.
Review Baker Hill NextGen™ information and identify member opportunities for cross-selling.
Partner with Branch Managers in becoming visible and recognizable in the local communities. Promote On Tap Credit Union™ through participation in business, community and charitable organizations and activities.
Cultivate key relationships in the marketplace and develop key contact lists, updating them frequently. Represents On Tap Credit Union™ at external functions.
Oversee a comprehensive plan for SEG development. Serve as the primary liaison and contact for the existing SEGs, and maintain all facets of the relationship. In tandem with other Marketing and Business Development team members and Financial Advocates, create and make formal presentations to SEG groups utilizing well-developed support materials. Mobilize credit union employees in helping to advance key SEG relationships.
Develop new and innovative ideas and programming for creating awareness of credit union products and services, attracting members and potential members, and driving more traffic into the credit union’s branches through hosted events and education opportunities.
Invigorate the On Tap Credit Union Ambassador Program.
Contact and visit with prospective partners to present information on available services such as deposit, lending, insurance, investment and retirement, electronic banking services, advocacy, and the like. Continually demonstrate, or facilitate the demonstration of, tech solutions available to the membership including online applications, online and mobile banking, funds transfer, mobile check deposit, Bill pay and e-Statements.
Assist the department VP in developing performance measurements for business development efforts, tracking and reporting results of said efforts utilizing a variety of tools, spreadsheets and software applications.
Team up with other departments on various Business Development projects and initiatives.
Carry out all other duties as assigned.
Lead the formulation, implementation, evaluation and administration of the company’s marketing programs. Work vigorously to balance the direction of the board, the influence of the regulators, the needs of the employees and the responsibility to the membership.
Establish robust plans to assist in achieving credit union Strategic Initiative results in the areas of Advocacy; Expansion Strategy: Markets, Members and Relationships; Products and Services; E-Commerce and Delivery Channels; Administrative and Operational Efficiency; and Talent.
Develop, prioritize, track, analyze and oversee the eCommerce marketing strategy for On Tap Credit Union that results in market share growth and enhances product awareness of the eCommerce channel.
Maintain measurement results on major campaigns and report results for Vice President. Utilize internal measurement tools and Baker Hill NextGen™ software to identify trends and opportunities.
Ensure effective communication of marketing programs to all staff.
Contribute to the strategic business planning process and credit union goal-setting by developing marketing strategies to support all lines of business.
Oversee the execution of programming and messaging across all media platforms including website; social networks; in-branch internal communications including interactive kiosks and media displays, signage, print materials, ATM and on-hold messages; advertising; public relations; seminars; SEG presentations and activities; volunteer programs and Ambassador programs.
Research and recommend product and service enhancements to meet the financial needs of members and support the credit union’s advocacy strategy.
PERSONNEL MANAGEMENT AND BUDGETS:
Effectively hire, mentor and direct the activities of direct reports. Accomplish staff results by communicating job expectations; planning, monitoring and appraising job results; coaching and counseling; and ensuring policies and procedure requirements are met.
Develop staff by providing information, educational opportunities and other experiential growth opportunities.
Evaluate vendors, consults and agencies to partner with On Tap Credit Union. Work to ensure alignment of all activities in support of credit union initiatives and goals.
Achieve financial objectives by establishing objectives; developing budgets; controlling costs; and maximizing the use of assets.
Ensure continuing analysis of Baker Hill NextGen™ market data and other internal measurements in order to measure and improve services.
Comply with all company policies and procedures, applicable laws and regulations and annual training, including but not limited to, the Bank Secrecy Act, the Patriot Act, the Office of Foreign Assets Control, and Information Security.
Employee Relations - K.E.G. of Excellence:
For us to create and maintain a world-class culture, every employee is asked to live the principles embodied below:
Kindness: a behavior marked by ethical characteristics, a pleasant disposition, and concern for others.
Elegance: a synonym for beauty that has come to acquire the additional connotation of unusual effectiveness and simplicity.
Genuineness: the attribute of being true to yourself; authentic and truthful in your expression which leads to trusting relationships and empathy for others.
This is what it looks like:
Promote a culture of teamwork throughout the entire organization.
Demonstrate strong communication skills with members, peers, other departments, branches, and vendors.
Utilize the Chain of Responsibility
Assist others within and outside the department.
Support our culture of continuous improvement and good stewardship of our members’ money by seeking opportunities for process efficiencies and savings.
Support the credit union's advocacy strategy by being an advocate for our members and employees alike
Respond to all emails, phone calls and employee surveys within their stated deadline, and if no deadline is requested in an otherwise timely manner.
Knowledge & Skills:
Solid understanding of all credit union & affiliate products and services
College degree in marketing or business development preferred
Must be highly creative, intuitive, and passionate about serving others
Strong analytical and decision-making skills with creative problem-solving skills
Solid organizational, negotiating, & time management skills
Highly articulate and professional in oral and written communication, with the ability to inform staff and membership about products and services with confidence
Strong general business acumen
Excellent interpersonal skills
Must be able to work well independently and within a team environment