Digital Marketing Lead

MONTERRA CREDIT UNION; Redwood City (CA); On-site; USD 55,104 - 61,992; Full time

Benefits offered by this job

Semi-annual bonuses

Medical, Dental, Vision insurances

401(k) with matching contributions

Paid time off

Job summary

MONTERRA CREDIT UNION in Redwood City, CA, is seeking a Digital Marketing Lead. This role is crucial for developing and executing digital marketing strategies to enhance member engagement and acquisition. Key responsibilities include leading end-to-end strategies across various digital platforms and driving measurable business results.

The ideal candidate should have a Bachelor's degree in a relevant field and 3-5 years of progressive digital marketing experience, especially in financial services. Excellent communication and analytical skills are essential.

Qualifications

• 3-5 years of experience in digital marketing with channel ownership.
• Proven success in driving growth outcomes through digital strategies.
• Experience in financial services marketing preferred.

Responsibilities

• Own the digital marketing strategy across all channels.
• Define channel goals and performance benchmarks.
• Lead integrated digital marketing campaigns for product launches.
• Analyze market trends and member insights for growth opportunities.
• Provide guidance to the marketing team.

Skills

Digital marketing

Data-driven decision making

Segmentation and personalization

Project management

Performance analytics

Education

Bachelor's degree in Communications, Marketing, or related field

Tools

Marketing automation tools

Email service providers

Analytics platforms

Job description

Job Details

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

Are you an experienced digital marketing professional with the ability to translate strategies into business results while enhancing the member experience? Do you have a proven track record of turning member data into targeted, personalized campaigns? 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 Digital Marketing Lead Position!

SALARY & BENEFITS

• Starting pay of $40.00 - $45.00 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

As a key member of Monterra Credit Union’s Marketing team, the Digital Marketing Lead owns and drives the end-to-end digital marketing strategy to accelerate member acquisition, product adoption, engagement, and retention across deposit, loan, and ancillary products and services. This role is central to advancing Monterra’s digital readiness by maximizing the impact of owned digital channels through data-driven decision‑making, personalization, and continuous optimization to deliver measurable business results and enhanced member experience.

PRIMARY RESPONSIBILITIES

• Own and lead the end‑to‑end digital marketing strategy across all owned digital channels, including digital and social media platforms, SEO, the public website, email, text messaging, online banking, and the mobile app, while also supporting digital media optimization in collaboration with marketing leadership and agency partner.
• Define digital channel goals, performance benchmarks, and optimization roadmaps to drive brand awareness, member acquisition, retention, and cross‑sell.
• Serve as the digital marketing subject‑matter and technical expert, providing strategic guidance on emerging platforms, tools, trends, and best practices.
• Lead the planning, execution, and optimization of integrated digital marketing campaigns and product launch initiatives, ensuring strong positioning, market readiness, and consistent messaging, in collaboration with Product Marketing colleagues.
• Drive performance through analytics, reporting, and a continuous test‑and‑learn approach; track KPIs (e.g., conversion rate, click‑through rate, cost per acquisition) and provide insights and recommendations to leadership.
• Leverage member and digital banking data to develop segmentation, personalization, automation, and testing strategies that increase relevance and engagement.
• Analyze market trends, member insights, and competitive performance to identify growth opportunities and enhance the digital member experience.
• Partner cross‑functionally with internal teams and external vendors to ensure alignment, efficient execution, and the successful rollout of new or enhanced products.
• As a senior‑level team member, provide guidance to marketing team members and act as a go-to resource for digital marketing strategy and execution.
• Identify opportunities to enhance the member experience by refining processes, communications, and/or delivery methods that support product and service adoption or engagement.
• 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

• 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 5 pounds.
• Employee may occasionally work overtime.
• These activities are not necessarily performed to the same degree and combination every day.

QUALIFICATIONS

• Bachelor’s degree in Communications, Marketing, Business, or a related field, plus a minimum of three to five years of progressive digital marketing experience, including digital channel ownership and extensive management of digital programs and campaigns.
• Proven success driving measurable growth outcomes (acquisition, conversion, retention, cross‑sell, engagement) through digital marketing in a data‑driven environment.
• Experience in financial services marketing preferred.
• Strong background using performance analytics and KPIs (e.g., conversion rate, CTR, CPA, engagement metrics) to inform decisions and guide continuous improvement.
• Hands‑on experience with A/B testing, experimentation frameworks, and optimization roadmaps.
• Demonstrated ability to leverage customer/member data to build segmentation, personalization, automation, and targeting strategies that increase relevance and engagement.
• Experience working with and maximizing marketing technology stacks, such as email/service providers, marketing automation tools, analytics platforms, and digital advertising tools.
• Ability to evaluate and adopt emerging platforms, tools, and best practices, and translate them into practical business applications.
• Experience partnering closely with Product Marketing, agency partners, and cross‑functional teams (e.g., product, digital banking, analytics, technology) to deliver aligned and effective go‑to‑market execution.
• Demonstrated ability to translate product strategies and value propositions into compelling digital experiences.
• Ability to ensure marketing activities align with organizational values, brand standards, and regulatory requirements.
• Demonstrated experience coordinating and overseeing the work of others, including delegating tasks and reviewing completed assignments for quality and accuracy.
• Strong project management and analytical skills, along with an understanding of how digital marketing drives growth, member value, and revenue.
• Familiarity with compliance considerations in digital marketing, particularly in regulated environments, is a plus.
• Excellent written and verbal communication skills, with the ability to simplify complex topics.
• Ability to collaborate and effectively interface with personnel at all levels of the organization.
• Experience presenting performance metrics, insights, and recommendations to senior leadership.

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.