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Community Resource Credit Union
Structured Compensation Job Description
Job Title:
Department:
Reports To:
Supervises:
VP Marketing & Bus Dev
Marketing & Business Development
President/CEO
Marketing Director, Bus Dev Manager
Effective Date: 01/2017
Grade:
13
FLSA:
Exempt
Approved By: President/CEO
Role:
Develops annual marketing and business development plans in support of organizational goals,
leveraging MCIF and industry data to build member-focused communication strategies. Directs
implementation, execution, monitoring and measurement of marketing and business development
promotions and practices. Ensures marketing and business development communications are
coordinated, support annual plans objectives and meet organizational expenditure requirements.
Coordinates pricing and ROI forecasts for deposit and loan promotions with COO, CFO and the
ALCO. Oversees and directs market research, competitor analysis and member service and
retention monitoring processes utilizing MCIF. Builds, develops and manages marketing and
business development teams capable of carrying out needed marketing and service strategies.
Manages Marketing Director and Business Development Team to ensure economies of scale in
coordinating the various department’s duties and responsibilities. Performs other duties and
responsibilities as assigned by the President\CEO. Adheres to all policies and procedures.
Adheres to Federal and State Laws and Regulations.
Employee shall demonstrate an understanding of, and follow the requirements of all regulation
compliance, including but not limited to those of Bank Secrecy Act (BSA), Anti-Money Laundering
(AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and
Member Due Diligence (MDD) as it specifically relates to their job functions. Employee shall be
trained annually in BSA/AML compliance.
Major Duties and Responsibilities:
E (Essential) or
N (Non-Essential)
35%
Develops and implements strategic marketing and business development
plans. Directs campaign planning and development processes and creates a
compelling, consistent member branding experience.
E
25%
Aligns key seasonal messages to support marketing plans in order to
provide a cohesive member experience. Develops integrated communication
strategies to members and employees.
E
25%
Manages overall MCIF/CRM, email, social media and direct mail strategy.
Oversees formal performance recap process, ensuring optimization of marketing
spend and driving continual improvement on key performance metrics including
profitability, retention, frequency, and response rates.
E
5%
Develops a strong personal presence and participates in community events and
activities in CRCU’s field of membership. Coordinates CRCU’s community
relations activities.
E
10%
Other duties as assigned.
N
Confidential
Community Resource Credit Union
Structured Compensation Job Description
Expectations:
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Maintain a high degree of professionalism as a member of the senior management team
of CRCU in both public and internal environment.
Share extensive knowledge and experience with all members of the management team
and the marketing and business development staff.
Use strong organizational, planning and budgeting skills to support the organizational
goals and objectives of CRCU.
Use analytical and financial acumen to make sound business decisions based on
expectations, facts and results of operations.
Display strong written, verbal presentation and interpersonal communication skills.
Exercise leadership and build consensus by executing skills in mediation, motivation and
mentoring successful teams to carrying out organizational objectives.
Knowledge & Skills:
Experience:
Ten or more years in financial services preferably in the credit union industry,
with a concentration in marketing and/or business development activities.
Education:
Bachelor’s Degree in Marketing, Management or Business.
Other Skills:
High degree of analytical skills utilizing MS EXCEL, Word and PowerPoint.
Experience in the use of MCIF, CRM and Symitar software desirable.
Physical Demands
While performing the duties of this job, the employee is regularly required to use hands or fingers,
handle or feel; reach with hands and arms; talk and hear. The employee frequently is required to
stand, walk, and sit. Specific vision abilities required of this job include close vision and ability to
adjust focus.
Working Conditions
Work is performed indoors with some potential for exposure to safety and health hazards related
to electronics work. May require periodic travel. There is exposure to potential hazardous
conditions such as robbery. Employees are to receive detailed instructions and procedures to
follow in order to minimize risk.
In accordance with the American with Disabilities Act, it is possible that requirements may be
modified to reasonably accommodate disabled individuals. However, no accommodations will be
made which may pose serious health or safety risks to the employee or others or which impose
undue hardships on the organization.
This Job Description is not a complete statement of all duties and responsibilities comprising this
position. Job descriptions are not intended and do not create employment contracts. The
organization maintains its status as an at-will employer. Employees can be terminated for any
reason not prohibited by law.
Confidential
Community Resource Credit Union
Structured Compensation Job Description
I have read and understand my job description as VP Marketing and Business Development.
Print Name: _______________________________________________________________
Date: _____________________________________________________________________
Employee
Signature:_________________________________________________________________
Confidential