Product Marketing Specialist (Lending)

Job Summary

The Product Marketing Specialist will play a pivotal role in driving the success of our financial products and services by developing and executing go-to-market strategies that align with member needs and business objectives. This individual will be responsible for the lifecycle marketing of loan products, credit cards, deposit accounts, and other financial solutions, ensuring their market fit, competitive differentiation, and member adoption.

A key part of this role is building relationships with UFCU internal clients and external partners to support UFCU's strategic objectives. The Product Marketing Manager utilizes strong communication skills to work in partnership with internal business leaders to understand their business goals and collaborates with Marketing leadership and team to recommend appropriate marketing initiatives to achieve them. This role coordinates the Marketing process and enlists the resources needed to develop marketing initiatives from creative brief to execution to reporting.

The Product Marketing Specialist reports to the Marketing Manager.

About UFCU

Founded in 1936, UFCU has grown to serve Members across Texas and beyond. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of empowering our Members to achieve financial success and build brighter futures.

In pursuit of our aspiration that UFCU is loved by millions of Members and built to thrive for generations, we are guided by our values:

Purposefully Member-Obsessed

We are driven by a profound sense of empathy to deeply understand our Members' needs and preferences, what brighter futures means to them, and the obstacles in their way. We act in our Members' best interests, forever seeking to empower their financial success.

Possibilities Reimagined

We are inspired to courageously experiment, learn, and iterate in pursuit of positive impact for our Members, UFCU, and coworkers. We challenge assumptions, embrace diverse perspectives, and make use of data and insights.

Performance Excellence Rooted in Unwavering Integrity

We do the right thing, always. We champion teamwork, accountability, continuous improvement, and celebrate successful outcomes of others, fostering an inclusive environment of excellence and collaboration.

Essential Functions

Product Strategy

• Develop and articulate compelling value propositions and positioning for the credit union's products and services that resonate with members.
• Conduct market research, competitive analysis, and member segmentation to identify opportunities for product growth and enhancement.
• Partner with product teams to define product benefits and features that align with market trends and member needs.

Go-to-Market Planning

• Lead the development and execution of go-to-market plans for new product launches and campaigns, ensuring cross-functional alignment with sales, operations, and digital teams.
• Craft targeted marketing campaigns, including messaging, creative assets, and channel strategies, to drive awareness and adoption.
• Collaborate with internal stakeholders to develop sales enablement tools, such as product guides, training materials, and promotional content.

Collaboration and Stakeholder Engagement

• Serve as the liaison between the Marketing team and Product/Business teams to ensure alignment on priorities and deliverables.
• Partner with member experience and data teams to identify trends, pain points, and opportunities to enhance the member journey.
• Build relationships with external partners, vendors, and community organizations to amplify marketing efforts.

Marketing Campaigns and Analytics

• Plan and execute multi-channel campaigns, including digital advertising, email marketing, social media, branch activations, and community outreach.
• Monitor and analyze campaign performance metrics to optimize marketing efforts and ROI.
• Use data and member insights to refine strategies, improve engagement, and achieve growth targets.

Other

• Adheres to all company policies, procedures and business ethics codes.
• Completes required regulatory training as assigned.
• Maintains strict adherence and compliance to all laws, rules, regulations and internal controls specific to the role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations.

Knowledge/Skills/Abilities

Knowledge

• Strong project manager and problem solver.
• Proven experience in product marketing, preferably in the financial services and/or lending.
• Strong knowledge of Microsoft Suite (PowerPoint, Excel, Word) and Google Suite (Slides, Sheets, Docs).

Skills

• Detail-oriented, collaborative, and facilitative communication and listening skills.
• Exceptional written and verbal communication skills.
• Excellent interpersonal and relationship skills, with an employee/member service mentality, and the ability to interact with people from a wide diversity of backgrounds.
• Creative problem-solving and analytical skills.
• Strong organizational skills that have demonstrated project ownership.
• Highly motivated, self-starter with a growth mentality, and strong follow up skills with proven results.
• Excellent attention to detail.

Abilities

• Demonstrated ability to be service-focused and portray positive energy and professionalism.
• Demonstrated ability to develop and maintain effective, collaborative relationships across all levels of the organization and with diverse groups.
• Facilitative and collaborative team member, with openness to ideas and feedback from others.
• Ability to manage and prioritize multiple projects and meet deadlines.
• Ability to work collaboratively in a fast-paced, diverse, and demanding environment.

Competencies

• Adaptability
• Building Member Loyalty
• Building Partnerships
• Communication
• Emotional Intelligence
• Focus on Results
• Influence

Experience

Minimum Qualifications

• Bachelor's degree in business, communications or marketing. Four (4) years of relevant experience may be substituted for a degree.
• Minimum of three (3) years of experience in product marketing.
• Minimum of three (3) years of experience in marketing project management experience.
• Minimum of two (2) years experience with financial institutions, credit unions and/or banking industry.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Outlook).
• Must be bondable.

Preferred Qualifications

• Critical thinker that can adapt and deliver results in uncertain environments.
• Bilingual in Spanish and English.

Physical Demands

The physical demands described are representative of those that must be met by an employee, with or without accommodation, in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Frequent

• While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear.
• Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus.
• Employee will make extensive use of the telephone and virtual communications requiring the ability to effectively and accurately explain complex information.

Work Environment

The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job.

• This position requires working three days per week from UFCU Plaza in Austin, Texas.
• May occasionally require an adjusted work schedule, overtime, and evening/weekend hours.
• May occasionally move from one work location/branch to another.
• Public contact position, requiring appropriate professional appearance.
• Frequent computer use at a workstation of up to two hours at a time.
• The noise level in the work environment is usually moderate.

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