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Marketing Project Manager

UNIFY Financial Credit Union

This is a Contract position in Torrance, CA posted March 26, 2020.

Overview: UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented.

We’re expanding rapidly to meet the needs of a growing member base.

At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter.

We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful Summary: Leads, manages and executes marketing projects and integrated campaigns from conception through completion: leads the strategy, development and implementation of marketing campaigns and promotional efforts to drive membership engagement and growth to meet established marketing objectives for the Credit Union.

Oversees and handles projects independently, working with various vendors, agencies and internal teams within budget.

Responsibilities: Maintain full project ownership while managing the successful execution of marketing projects as assigned, including but not limited to, involving senior staff and engaging appropriate areas/individuals, addressing the impact on all areas throughout the process, ensuring the final outcome(s) meet the needs of the organization/department and the objectives of the project, while keeping Management well informed and knowledgeable throughout the process.

Leads and creates effective marketing plans and project briefs to outline the objective goals, specifications, timeline and budget for each project.

Uses internal and external resources to gather information before executing projects.

Drives projects engaging appropriate stakeholders while considering operational processes and risk management.

Communicates project details, through written and oral communication, to all stakeholders and to the organization, in order to ensure that the various areas are prepared, and that there is the opportunity to provide input.

Guides in-house creative team and manages outside vendors closely to ensure that the work and distribution of promotional materials are on schedule, compliant with the Credit Union standards, and within budget.

Collaborates with Team members to find new streamlined solutions for greater efficiency.

Utilizes measurement systems for marketing programs to monitor and evaluate the programs’ effectiveness toward reaching the goals of the promotions, as well as, the Credit Union goals and objectives.

If goals are not being met, provides additional recommendations to increase success.

Ensures that all work meets established Brand Style Guide standards for appearance, quality and content, with 100% accuracy.

Ensures that appropriate and accurate corporate disclosures and standards are included in every promotional piece, in keeping with compliance requirements.

Ensure delegation that all advertising and promotional pieces are sent to the in-house “Proofing Team” and other appropriate managers or departments, for approval prior to sign-off.

Maintains full compliance with UNIFY Financial Credit Union policies, procedures, and service standards; and with the Bank Secrecy Act.

Performs other duties as assigned.

Qualifications: Bachelor’s degree with emphasis in Marketing, Public Relations, Communications or Advertising.

Minimum of 5 years’ relevant experience.

Preferably 2-3 years’ experience with a financial institution.

A solid understanding of project management, marketing principles and activities, strategic positioning, and product development.

Excellent planning, communication and problem-solving skills.

Must be a team player and willing to foster collaboration within the Marketing department and across the organization.

Exceptional interpersonal, written communications and verbal skills and the ability to interface with all levels of team members across the organization.

Must be very detail oriented, able to work in a fast-paced environment and handle the varied details of multiple projects, on time and within budget.

Proficiency in Word, Excel and PowerPoint.

See the UNIFY Difference At UNIFY, we believe that each team member is a valued contributor.

Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed.

UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves.

Competitive Compensation and Excellent Benefits Package Includes: Medical (PPO/HMO), Prescription, Dental (PPO/DMO), Vision, Life, and Short
– and Long-Term Disability Insurance Dependent and Medical Care
– Flexible Spending Accounts Vacation, Sick, Personal and Holiday Pay 401(K) Plan with employer match Education reimbursement for approved programs UNIFY banking privileges for you and your family All programs subject to review and change UNIFY is proud to be a drug-free, equal-opportunity employer including disability/vets.

For more information on UNIFY, visit us at