Marketing Specialist II - Acquisition

Copper State Credit Union; Phoenix (AZ); On-site; USD 55,000 - 75,000; Full time

Job summary

Copper State Credit Union is seeking a Marketing Specialist II - Member Acquisition to drive sustainable member growth through data-driven campaigns across branches, digital channels, and phone interactions. This role leads planning, execution, and optimization of acquisition programs aligned to growth goals and product conversions.

You will develop audience segmentation, manage media planning and paid digital efforts, and collaborate with lending and branch teams to maximize reach, engagement,

Qualifications

• 2+ years of progressive credit union marketing experience focused on member acquisition.
• Requires 4-year college degree.
• Proven multi-channel acquisition campaign experience with measurable results.
• Strong analytical skills to translate data into actionable insights.
• Experience with marketing automation, CRM, paid digital ads, and web optimization tools.
• Demonstrated project management in a fast-paced environment.
• Excellent interpersonal and communication skills.
• Bilingual in English and Spanish is a plus.

Responsibilities

• Lead planning and execution of member acquisition campaigns aligned to growth goals.
• Plan, develop, and execute integrated campaigns to acquire new members (consumer and business).
• Coordinate media planning and buying across traditional and digital channels.
• Promote and report on member referral program bonuses related to acquisition.
• Develop audiences, segmentation, and messaging based on data and performance.
• Leverage marketing automation and CRM to deploy campaigns across email, paid digital, web pages, and lead tools.
• Collaborate with marketing, lending, and branch teams to support growth initiatives.
• Ensure campaigns comply with brand standards and regulatory requirements.
• Manage social media content plan and oversee social performance.
• Monitor performance metrics and optimize for conversions, cost efficiency, and ROI.

Skills

Multi-channel marketing

Campaign planning

Marketing analytics

CRM systems

Marketing automation

Paid digital advertising

Web optimization

Project management

Communication skills

Bilingual English/Spanish

Education

4-year college degree

Tools

Marketing automation platforms

CRM systems

Web analytics tools

Job description

Description

This role is responsible for attracting prospective members across Copper State CU’s markets and driving sustainable member growth through strategic, data-driven marketing campaigns.

The Marketing Specialist II - Member Acquisition, leads the planning, execution, and optimization of member acquisition campaigns that promote the credit union’s value proposition, focusing on full-service relationships, consumer lending, and real estate lending. This position plays a key role in driving membership and product conversions in branch, digitally and over the phone.

• 60% Member acquisition strategy, campaign planning, and execution aligned to organizational growth goals
• Plan, develop, and execute integrated marketing campaigns designed to acquire new members, both consumer and business.
• Coordinate media planning and buying across traditional and digital channels in partnership with the Marketing team to maximize reach and ROI.
• Promote, fulfill and report on member referral program bonuses as it relates to our member acquisition strategy
• Develop and refine target audiences, segmentation strategies, and messaging based on member data, market insights, geographic considerations, and campaign performance.
• Leverage marketing automation, CRM, and digital platforms to build, deploy, and optimize acquisition campaigns across email, paid digital, web pages, and lead capture tools.
• Cross-functional collaboration with marketing, lending, and branch teams to support growth initiatives
• Ensure all acquisition campaigns and materials align with Copper State Credit Union brand standards and comply with regulatory, compliance, and disclosure requirements.
• 30% Digital-first acquisition including social media management
• Curate and execute a social media content plan that reflects the brand voice and optimizes social performance by increasing follower count and engagement rates.
• Create and publish content which includes but is not limited to: static posts, events, reels, giveaways, stories, live events and financial education-related posts on Instagram, TikTok, Facebook, X, LinkedIn and YouTube.

• 10% Performance measurement, reporting, and optimization to improve conversion, cost efficiency, and acquisition effectiveness
• Monitor and analyze acquisition performance metrics including new accounts, funded accounts, conversion rates, cost per acquisition, referral retention and return on investment; provide insights and recommendations to improve results.
• Monitor and analyze social media performance metrics including follower growth, engagement rate, views, penetration across channels, and audience; adjust social media outreach to improve results.

Other Functions

• Manage multiple initiatives simultaneously, ensuring projects are delivered on time, within scope, and aligned with budget guidelines.
• Keep all credit union member and employee related business in strictest confidence.
• Maintain a thorough understanding of Credit Union Policies and perform duties in compliance with all policies, laws and regulations which apply to position.
• Understand and be accountable for executing all job functions in a way that is consistent with all requirements of BSA, OFAC and the USA Patriot Act/Customer Identification Act (CIP). Note: Failure to comply with requirements may be subject to strong disciplinary action, up to and including termination by the credit union, as well as civil and criminal penalties.
• Advise management of unusual events or circumstances that pertain to the Credit Union, either problems that need to be addressed or opportunities for improvement.
• Perform other duties, as assigned.

Requirements

• 2+ years of progressive credit union marketing experience with a strong focus on member or customer acquisition, performance marketing, or growth marketing required.
• Requires 4 years of college, or equivalent education and work experience.
• Proven experience developing and executing multi-channel acquisition campaigns that drive measurable results.
• Strong analytical and problem-solving skills with the ability to interpret data and translate insights into actionable recommendations.
• Experience with marketing automation platforms, CRM systems, paid digital advertising, and web optimization tools preferred.
• Demonstrated project management skills with the ability to manage multiple priorities and deadlines in a fast-paced environment.
• Professional interpersonal and communication skills with the ability to collaborate across departments and present strategies and results effectively.
• Ability to exercise sound judgment, make timely decisions, and work within established policies and procedures.
• Knowledge of credit union products and services required.
• Proficiency in PC applications including Word, Excel, Outlook, and PowerPoint required; experience with digital analytics and reporting tools preferred.
• Bilingual in English and Spanish is a plus.

The physical demands described here 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 the duties of this job, the employee is continuously required to stand, walk and sit, use hands and fingers. The employee must occasionally kneel; reach above and below shoulder level, climb and twist. The employee is occasionally required to lift/push/pull and/or carry up to 35 pounds.