GENERAL SUMMARY:
Assumes leadership responsibilities, oversight and execution of corporate and product marketing, and growth strategies for Kinecta Federal Credit Union and its subsidiaries. This position develops, manages, and executes strategic product, member, and prospective member growth campaigns to drive revenue for the direct and in-direct member channels. The position requires advanced product knowledge and data management experience and will utilize this knowhow to support effective marketing campaigns leveraging multiple integrated media types including but not limited to direct response, online and mobile banking, digital, print, out-of-home, direct mail, email, TV, radio, and sponsorships.
NATURE AND SCOPE OF POSITION:
Reports directly to the Vice President, Marketing and is authorized to take reasonable actions necessary to carry out the assigned responsibilities of the position, provided that such action is consistent with pragmatic marketing framework, cost-effective practices, as well as policies and procedures of Kinecta Federal Credit Union.
SUPERVISORY RESPONSIBILITIES:
This role will oversee the marketing team that supports new member acquisition, deepening member relationships through retention activities and cross-sell. This includes consumer and business product lines such as consumer lending, mortgage lending, business lending, credit & debit cards, deposits, investments/wealth, and insurance.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
• Understands the organizational objectives and creates marketing strategies to achieve goals. Works closely with Chief Operations Officer, Business Unit Leadership, Strategy, Business Intelligence, IT, Digital Banking, and the entire Marketing team in the development, execution, and implementation of strategic growth marketing campaigns.
• Serves as program owner for all marketing campaigns (Retail and Business).Develops and executes strategic marketing plans for all share products. Establishes annual goals and objectives for each product, maintains management reports and analysis related to the execution of those strategies.
• Manages all product marketing and technology activities that support member growth, retention, and a positive member experience.
• Recognizes impact the website has on the attainment of departmental and credit union goals advocating for innovation and development.
• Creates/manages marketing dashboard and KPI reporting.
• Manages direct reports and supports their ongoing professional development, including training. Provides creative and brainstorming activities for and with the team to broaden exposure and engagement.
• Manages production of high-quality communications across all channels to support the brand, meet deadlines and control costs.
• Ensures materials produced are in compliance with Kinecta and its subsidiaries’ branding guidelines, graphic standards, writing style and regulatory requirements.
• Delivers approved plans within allocated budget.
• Develops return on marketing investment and recommendations for program changes.
• Monitors and reports overall Marketing KPIs and NTO projects to Vice President, Marketing on a regular basis.
• Maintains an on-going understanding of credit union operations.
• Directs vendors and agencies as required to attain quality and cost objectives, meeting goals and performance requirements.
• Interacts with product owners (i.e. retail/auto loans/credit cards/mortgages) to plan marketing initiatives and gather feedback.
• Utilizes members and market research to identify opportunities for product or service positioning and develops recommendations.
• Prepares the annual departmental business plan and budget in partnership with Vice President, Marketing. Tracks and reports budget performance.
• Participates in community related activities to promote the credit union.
• Regularly monitors and analyzes industry news and market conditions as they relate to products and services.
NON-ESSENTIAL DUTIES AND RESPONSIBILITIES:
Performs other duties including special projects as assigned.
MINIMUM QUALIFICATIONS:
Knowledge, Skills and Abilities:
• 10+ years hands on knowledge of financial services industry (e.g. credit union, banking, lending, wealth, insurance).
• 10+ years managing effective growth campaigns for financial services companies.
• 5+ years’ hands-on experience managing and building high-performing marketing teams.
• Knowledge of advertising mediums including but not limited to digital, broadcast, print, collateral, web, online, social, and direct response.
• Knowledge of bank and/or credit union products and services related to business and market segments.
• Familiarity with developing marketing campaigns utilizing predictive analytics and personas.
• Ability to provide effective leadership and guidance to staff.
• Strategic thinker and innovative, proactive collaborator.
• Strong communication, copywriting, and presentation skills.
• Understanding of website development and management.
• Excellent organizational, project, and time management skills.
• The ability to interface with all levels of employees including staff, management, and executives.
• Ability to work cooperatively, self-sufficiently, and as a self-starter.
Education, Training and Experience:
Potential candidates for this position must meet the following requirements:
• BA/BSA in business, advertising, marketing, public relations, or related experience required
• Master’s degree preferred
• Minimum of 5 years management experience
• Minimum of 10 years marketing experience in financial institution or similarly regulated large organization
• Must have strong organizational, management, analytical and problem-solving skills
One year of relevant professional-level work experience may be substituted for one year of required education.
WORKING CONDITIONS:
• The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc.
• The job may require flexibility with regards to scheduling days, hours, and work location, depending on business needs.
• The job is typically sedentary but may require standing and walking up to 35% of the work time to transfer files, ask questions, and related activities.
• Position may require local or regional travel estimated to be 5% annually.
PHYSICAL ABILITIES, MENTAL DEMANDS, AND WORK ENVIRONMENT
Must be able to exercise sound judgment, effectively plan and be well organized, have excellent oral and written communications skills, work well under changing timelines, take the initiative and be flexible and cooperative. Accuracy, timeliness and maintaining confidentiality related to member, employee information and company records is required.
While performing the job duties of this position, the employee is regularly required to sit; talk or hear in person and by telephone; use hands to operate standard office equipment; reach with hands and arms; lift minimum 10 lbs.
The employee is frequently required to walk and stand. Vision abilities required by this job include close vision and the ability to adjust focus to read and operate office equipment, as necessary. The employee works under typical office conditions and noise levels.
Disclaimer:
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Personal Financial Associate / Advocate
SUMMARY:
Under general supervision of the Mgr. Asst Retail Services or Mgr. Retail Service, perform duties related to member services and sales production, conducting member conversations; the Select Employer Groups development and business expansion. This position will complete standard teller transactions accurately and provide information on all products and services to members in a timely, courteous, and efficient manner.
MINIMUM QUALIFICATIONS:
Knowledge, Skills, and Abilities:
• Knowledge of features and benefits of Credit Union products and services to solicit, explain, and discuss with members. This information may be acquired through on the-job and formal training programs.
• Knowledge of corporate sales training programs and ability to execute on these to fulfill members needs and train members of the sales team. Information relating to specific Credit Union programs may be acquired through on-the-job and formal training programs.
• Strong communication skills (written and orally)
• Basic computer skills needed for accurate data entry of member and loan account information, and to create and revise general correspondence.
• Effective interpersonal skills.
• Strong cash handling/customer/member service skills.
• Ability to analyze members’ financial needs and provide related information and/or data to demonstrate product and service benefits.
• Ability to listen, observe and interpret people and situations.
• Ability to analyze and solve problems.
• Ability to interact with staff, members and others encountered in the course of work.
• Ability to learn and apply new information or skills.
• Ability to perform highly detailed work on multiple, concurrent tasks.
• Ability to use math and apply mathematical reasoning and abstract statistical concepts.
Education, Training and Experience:
Potential candidates for this position must meet the following requirements:
• A minimum of 1 year of retail sales and service experience.
• Successful completion of Kinecta Internal certification programs (Level I and Level II).
One year of relevant professional-level work experience may be substituted for one year of required education.
Disclaimer:
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Company DescriptionKinecta Federal Credit Union is one of the nation's leading Credit Unions, with more than $4 billion in assets and serving over 285,000 member-owners across the country.This position requires three-day in office.
This is responsible for the overall management of all areas of Retail Operation, providing operational support to Branches and back-office departments including but not limited to Electronic Payment Services, Member Operations Services, Legal, Application Development, Computer Operations, Digital Member Support and Member Contact Center. These duties include training, support and guidance as it pertains to procedures, regulatory compliance, and compliance audit. This position is responsible for completing comprehensive assessments of contact handling and support performance of Member Contact Center (MCC), Digital Member Support (DMS) and Virtual Branch staff, monitoring interactions between the employee and the caller / member, for adherence to policy and procedure and validating operational integrity is adhered to and is responsible for communicating findings and making recommendations while working closely with the Director of Retail Operations and Vice President of Strategic Alliance to identify areas of improvement, increase efficiency, minimize losses, and ensure staff are in compliance with policies, procedures and regulations. The Retail Operations Advocate is also responsible for the handling of formal member complaints received through the NCUA, Better Business Bureau (BBB), and letters/emails to executives and Board of Directors.
NATURE AND SCOPE OF POSITION:
The position works with a minimal amount of supervision and direction and is expected to take reasonable actions necessary to carry out the assigned responsibilities of the position, provided that such action is consistent with cost-effective practices and is consistent with the policies and procedures of Kinecta Federal Credit Union.
SUPERVISORY RESPONSIBILITIES:
There are no direct supervisory responsibilities but may be expected to take the lead on assigned projects and may oversee or mentor the work of others working on assigned project.
ESSENTIAL DUTIES AND RESPONSIBILITIES: Provides real-time support to all Branch locations regarding operational issues, audit questions / concerns and complex member issues pertaining to Trust, Deceased, Medallion, and / or business memberships.Participates as a Subject Matter Expert (SME) in projects that affect the front line, supporting policy/program updates or creation. Create and distribute Operation Briefs / Updates regarding process changes, new regulation(s), or system enhancements. Tier 2 support for program/system updates and enhancements including UAT, on Origence, KIT, Symitar, Member 360, and Retail Services Sharepoint site.Identifies areas of improvement with regards to workflow processes and policies/procedures; makes recommendations, develops, and implements related updates and/or new policies/procedures.Acts as Member Services Liaison and/or subject matter expert to other credit union areas, including Marketing, Corporate Communications, Business Development, Finance and Accounting, IT, Risk Operations, Investigations, Legal, Compliance Assurance, Compliance, Consumer Lending and Loan Servicing / Operations. Monitors changes in laws and regulations that may affect the programs to which assigned; implements policy, procedural and operational changes as required.Research, plans, organize and coordinate projects related to the Retail Operations Department. Assists in assessing and identifying Branch and Operational support area software needs. Assists in testing and troubleshooting new software and software enhancements.Participates and assists in planning, implementation, and training assistance in the setup, closure, or relocation of branches.Assist in the management and development of operational procedures and policies for all branches, which include but are not limited to, evaluating current procedures for effectiveness, alignment, and consistency as well as for developing new procedures when warranted. Partners with Regional Directors to determine where additional support or training for the Branches may be required, as it pertains to policy / procedure / regulation and / or compliance. Work with Talent Development to create new and review existing training programs to ensure training meets frontline needs.Partners with Talent Development in the creation and maintenance of Audit training for branches.Responsible for evaluating an established number of interactions (including but not limited to phone calls, screen recordings, chat sessions, and ITM recordings) each month for Quality Assurance.Conducts weekly Quality Assurance reporting on all interactions monitored for that week, monitoring for service quality, operational integrity, adherence to policy and procedure and one call resolution. Responsible for ensuring all Member Care complaints are properly logged into Quantivate. Liaises with heads of various business units to gather research, draft complaint responses, secure timely approvals from Compliance, Legal, the CXO, and / or the CEO, ensuring resolution of complaints are completed within times as outlined by the NCUA, BBB, policy and procedure.NON-ESSENTIAL DUTIES AND RESPONSIBILITIES:
Performs other duties including special projects as assigned.
MINIMUM QUALIFICATIONS
Knowledge, Skills and Abilities:
Knowledge of financial industry policies, practices, regulations, and processes. Comprehensive knowledge of Member Service Center and Operational activities and efficiencies.Knowledge of basic statistical techniques. Knowledge of principles and practices of project management.Strong analytical skills.Strong computer knowledge including Microsoft Office (Microsoft Word, Excel and PowerPoint).Ability to plan, organize, administer, coordinate, review, evaluate and personally participate in operations and member service activities.Ability to use tact, initiative, prudence and independent judgment within general policy and legal guidelines. Ability to work under intensive and competing deadlines.Ability to perform highly detailed work on multiple, concurrent projects. Ability to establish and maintain effective working relations with those contacted in the course of work. Strong communications and presentation skills.
Education, Training and Experience:
Potential candidates for this position must meet the following requirements:
Bachelor’s degree or equivalent 3 - 5 years’ experience preferred.Extensive knowledge of Federal and State banking regulations.Knowledge of Word and Excel.Knowledge of Credit Union and financial services industry preferred.One year of relevant professional-level work experience may be substituted for one year of required education.
WORKING CONDITIONS:The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. The job may require flexibility with regards to scheduling days, hours, and work location, depending on business needs. The job is typically sedentary but may require standing and walking up to 35% of the work time to transfer files, ask questions, and related activities.PHYSICAL ABILITIES, MENTAL DEMANDS, AND WORK ENVIRONMENTMust be able to exercise sound judgment, effectively plan and be well organized, have excellent oral and written communications skills, work well under changing timelines, take the initiative and be flexible and cooperative. Accuracy, timeliness and maintaining confidentiality related to member, employee information and company records is required.
While performing the job duties of this position, the employee is regularly required to sit; talk or hear in person and by telephone; use hands to operate standard office equipment; reach with hands and arms; lift minimum 10 lbs.
The employee is frequently required to walk and stand. Vision abilities required by this job include close vision and the ability to adjust focus to read and operate office equipment, as necessary. The employee works under typical office conditions and noise levels.
Disclaimer:
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Read LessGENERAL SUMMARY:
The Assistant Retail Services Manager assists the Retail Service Manager by acting as the “second in command” in attaining maximum productivity & profitability by leading service and sales, audit integrity process, and coaching the staff on a day-to-day basis in their assigned Member Service Center.
SUPERVISORY RESPONSIBILITIES:
This position will be responsible for providing employees timely, candid, and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding high performing employees.
The following positions typically report to the Assistant Retail Service Manager:
• Personal Financial Associate (teller) & Advocate II, III, IV.
Knowledge, Skills and Abilities:
• Knowledge of sales, business development, branch administration, and products and services.
• Knowledge of financial industry rules and regulations.
• Proven sales and service capabilities.
• Strong written and verbal communication skills.
• Strong presentation skills.
• Strong customer services and problem-solving skills.
• Ability to provide effective leadership and guidance to staff.
• Ability to coach and develop employees.
• Ability to integrate and communicate information on a one-on-one basis as well as in group situations and in writing.
• Ability to make sound, independent decisions within established policy and procedural guidelines.
Education, Training and Experience:
Potential candidates for this position must meet the following requirements:
• Bachelor’s degree from an accredited college or university in relevant field preferred.
Bachelor’s degree and/or a combination of education and experience or
Minimum of 3 years of branch management experience in a financial institution including management of sales and service. Notary certification is a requirement.ESSENTIAL DUTIES AND RESPONSIBILITIES:
• Responsible for maximizing productivity in assigned Member Service by sales/services by coaching, training, and developing employees.
• Responsible “prior day” issues, complying with new account and loan audit requirement, all aspects of operations, risk, and compliance and managing the scheduling of the staff.
• Ensures that MSC is in and maintains compliance with all Credit Union policies and procedures and minimizes Credit Union exposure to losses through appropriate risk assessment and management.
• Conducts, complies, and monitors audit guidelines to ensure operational integrity of the MSC.
• Ensures proper coverage of the MSC by adequately staffing the branch, setting appropriately schedules for staff, and monitoring paid time off schedules.
• Coaches and develops employees on member service and product knowledge to uncover member needs and create quality referrals
• Effectively assists in cross selling the Credit Union products and services to new and existing members by sharing Best Practices and sales tools with staff members to ensure high quality service and sales results.
• Monitors and tracks daily sales production against MSC goal.
• Performs a variety of activities on behalf of the MSC staff such as approving timecards, providing overrides for the teller lines, assigning keys and combinations, etc.
• Assists members with new and/or existing share accounts and loans.
• Assists members with notaries, medallions, and signature guarantees.
• Performs a variety of activities on behalf of the members such as processing wire transfers
• Refund/waive fees according to CU policies
• Accepts Power of Attorney and another request, as necessary.
• Handles difficult transactions, such as Trust and, Deceased accounts. Ensure proper follow up.
• Recruits and develops top talent at all levels of the Member Service Center.
• Provides performance management, counseling, and complete annual performance reviews for MSC staff.
• Provides direction and support to sales staff to ensure proper safeguarding of assets and conformity to Credit Union policies and procedures.
• Performs a variety of necessary task on behalf of the MSC such as ordering branch supplies, ordering cash for the branch and other operational duties as assigned.
• Ability to perform teller and platform transactions.
• Universally coaches' employees on product knowledge for all aspects of the business, which enables employees to have quality conversations to identify and fulfill member’s financial needs.
• Ability to engage and motivate team members on a consistent basis to increase productivity and reduce branch turnover.
WORKING CONDITIONS:
• The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc.
• The job may require flexibility with regards to scheduling days, hours, and work location, depending on business needs.
• The job is typically sedentary but may require standing and walking up to 35% of the work time to transfer files, ask questions, and related activities.
PHYSICAL ABILITIES, MENTAL DEMANDS, AND WORK ENVIRONMENT:
Must be able to exercise sound judgment, effectively plan and be well organized, have excellent oral and written communications skills, work well under changing timelines, take the initiative and be flexible and cooperative. Accuracy, timeliness and maintaining confidentiality related to member, employee information and company records is required.
Disclaimer:
The employee is frequently required to walk and stand. Vision abilities required by this job include close vision and the ability to adjust focus to read and operate office equipment, as necessary. The employee works under typical office conditions and noise levels.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Under general supervision of the Mgr. Asst Retail Services or Mgr. Retail Service, perform duties related to member services and sales production, conducting member conversations; the Select Employer Groups development and business expansion. This position will complete standard teller transactions accurately and provide information on all products and services to members in a timely, courteous, and efficient manner.
MINIMUM QUALIFICATIONS:
Knowledge, Skills, and Abilities:
Knowledge of features and benefits of Credit Union products and services to solicit, explain, and discuss with members. This information may be acquired through on the-job and formal training programs.Knowledge of corporate sales training programs and ability to execute on these to fulfill members needs and train members of the sales team. Information relating to specific Credit Union programs may be acquired through on-the-job and formal training programs.Strong communication skills (written and orally)Basic computer skills needed for accurate data entry of member and loan account information, and to create and revise general correspondence.Effective interpersonal skills.Strong cash handling/customer/member service skills.Ability to analyze members’ financial needs and provide related information and/or data to demonstrate product and service benefits.Ability to listen, observe and interpret people and situations.Ability to analyze and solve problems.Ability to interact with staff, members and others encountered in the course of work.Ability to learn and apply new information or skills.Ability to perform highly detailed work on multiple, concurrent tasks.Ability to use math and apply mathematical reasoning and abstract statistical concepts.Education, Training and Experience:
Potential candidates for this position must meet the following requirements:
A minimum of 1 year of retail sales and service experience.Successful completion of Kinecta Internal certification programs (Level I and Level II).One year of relevant professional-level work experience may be substituted for one year of required education.
Kinecta Federal Credit Union offers:
Competitive Salary StructuresGenerous Incentive PlanExcellent Career Development OpportunityMedical, Dental, and Vision InsuranceFlexible Spending Account / Health Savings AccountEducation Reimbursement / Student Loan RepaymentGenerous Paid Time Off programCompany Matching 401kGenerous Employee Discounts on Credit Union Services / Referral Bonus ProgramsRewarding Community / Volunteer programsEmployee Assistance Programs – EAPTotal Wellness ProgramsRideshare ProgramsOnsite Employee Gym & Cantina at HeadquartersDisclaimer:
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
GENERAL SUMMARY:
This position provides independent marketing program management of high-visibility initiatives. This position will provide marketing leadership for Kinecta product and segment teams ensuring all elements of integrated programs are in alignment with the corporate objectives for Kinecta.
NATURE AND SCOPE OF POSITION:
This position is authorized to take reasonable actions necessary to carry out the assigned responsibilities of the position, provided that such action is consistent with cost-effective practices and is consistent with the policy and procedures of Kinecta Federal Credit Union.
SUPERVISORY RESPONSIBILITIES:
This position does not have direct managerial responsibilities; however, he/she will be expected to oversee the work of others in support of assigned projects.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Takes the lead with assigned product and segment groups regarding sophisticated marketing programs developing goals and executing strategies to achieve them. Acts as Marketing’s subject matter expert for the products he/she supports. This entails a deep understanding of the features, functions, and benefits of the products presented by the business unit he/she supports.Monitors industry trends, including researching competitor practices and staying abreast of market conditions. Builds rapport and relationships with key line of business stakeholders as primary point of contact between product owners and the Marketing team.Actively participates in business unit and/or finance led meetings as appropriate.Conducts regular marketing meetings with Kinecta business partners.Develops, ideas and executes integrated multi-channel marketing programs (including post-campaign analysis) to achieve the strategic goals of products, segments, and Kinecta. Ability to write benefit-driven messaging that resonates with intended audiences.Manages incoming requests and projects from a variety of sources. Aligns requests with marketing priorities, identifies necessary resources, tracks asset progress in ticketing system, and makes appropriate updates to the marketing calendar. Seeks and documents compliance approval on marketing materials and list criteria.Provides marketing and team support including invoicing, contract renewal dates/reviews, reporting, and general competitive positioning.Advises all departments and vendors regarding the proper display of Kinecta name, logo, and brand guidelines. Assists Marketing team with various projects as required.NON-ESSENTIAL DUTIES AND RESPONSIBILITIES:
Performs other duties including special projects as assigned.
MINIMUM QUALIFICATIONS
Knowledge, Skills and Abilities:
Team player with exceptional problem-solving skills, quality control mindset, attention to detail, and ability to optimize return on marketing investments (ROMI).Requires little oversight to identify steps to accomplish tasks and is accountable for meeting deadlines without intervention.Successfully manages multiple complex programs simultaneously. Strong computer skills including Microsoft Office suite (Word, Excel, PowerPoint) and Adobe Acrobat.Proven project management skills from ideation through execution and measurement. Comfortable with general data analysis and reporting for his/her marketing programs. Able to spot errors and trends in data. Makes recommendations to improve future results.Has financial product knowledge, including but not limited to deposit, credit, and mortgage products. Working knowledge of Customer Relationship Management (CRM) tools and email marketing programs.Technology adopter with willingness to learn new software as circumstances require.Strong communications skills to confidently present to all levels of the Kinecta organization, including upper management. Responsible for developing and maintaining strong vendor relationships, including negotiating terms on behalf of Kinecta.Strong copywriting and proofreading abilities following Associated Press (AP) writing guidelines.
Education, Training and Experience:
Potential candidates for this position must meet the following requirements:
Bachelor’s degree in marketing, Communications, Advertising, Digital Engagement, Business, Journalism, or related field.10+ years of experience in integrated marketing program planning and execution, preferably in the financial services industry.Proven track record of independent thought, executional success, and revenue generation.One year of relevant professional-level work experience may be substituted for one year of required education.
NOTE: Writing and program development test will be administered during interview process.
WORKING CONDITIONS:
The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. The job may require flexibility with regards to scheduling days, hours, and work location, depending on business needs. The job is typically sedentary but may require standing and walking up to 35% of the work time to transfer files, ask questions, and related activities.PHYSICAL ABILITIES, MENTAL DEMANDS, AND WORK ENVIRONMENT
Must be able to exercise sound judgment, effectively plan and be well organized, have excellent oral and written communications skills, work well under changing timelines, take the initiative and be flexible and cooperative. Accuracy, timeliness and maintaining confidentiality related to member, employee information and company records is required.
While performing the job duties of this position, the employee is regularly required to sit; talk or hear in person and by telephone; use hands to operate standard office equipment; reach with hands and arms; lift minimum 10 lbs.
The employee is frequently required to walk and stand. Vision abilities required by this job include close vision and the ability to adjust focus to read and operate office equipment, as necessary. The employee works under typical office conditions and noise levels.
Disclaimer:
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
SUMMARY:
Under general supervision of the Mgr. Asst Retail Services or Mgr. Retail Service, perform duties related to member services and sales production, conducting member conversations; the Select Employer Groups development and business expansion. This position will complete standard teller transactions accurately and provide information on all products and services to members in a timely, courteous, and efficient manner.
MINIMUM QUALIFICATIONS:
Knowledge, Skills, and Abilities:
Knowledge of features and benefits of Credit Union products and services to solicit, explain, and discuss with members. This information may be acquired through on the-job and formal training programs.Knowledge of corporate sales training programs and ability to execute on these to fulfill members needs and train members of the sales team. Information relating to specific Credit Union programs may be acquired through on-the-job and formal training programs.Strong communication skills (written and orally)Basic computer skills needed for accurate data entry of member and loan account information, and to create and revise general correspondence.Effective interpersonal skills.Strong cash handling/customer/member service skills.Ability to analyze members’ financial needs and provide related information and/or data to demonstrate product and service benefits.Ability to listen, observe and interpret people and situations.Ability to analyze and solve problems.Ability to interact with staff, members and others encountered in the course of work.Ability to learn and apply new information or skills.Ability to perform highly detailed work on multiple, concurrent tasks.Ability to use math and apply mathematical reasoning and abstract statistical concepts.Education, Training and Experience:
Potential candidates for this position must meet the following requirements:
A minimum of 1 year of retail sales and service experience.Successful completion of Kinecta Internal certification programs (Level I and Level II).One year of relevant professional-level work experience may be substituted for one year of required education.
Disclaimer:
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Read LessThis position provides independent marketing program management of high-visibility initiatives. This position will provide marketing leadership for Kinecta product and segment teams ensuring all elements of integrated programs are in alignment with the corporate objectives for Kinecta.
NATURE AND SCOPE OF POSITION:
This position is authorized to take reasonable actions necessary to carry out the assigned responsibilities of the position, provided that such action is consistent with cost-effective practices and is consistent with the policy and procedures of Kinecta Federal Credit Union.
SUPERVISORY RESPONSIBILITIES:
This position does not have direct managerial responsibilities; however, he/she will be expected to oversee the work of others in support of assigned projects.ESSENTIAL DUTIES AND RESPONSIBILITIES: Takes the lead with assigned product and segment groups regarding sophisticated marketing programs developing goals and executing strategies to achieve them. Acts as Marketing’s subject matter expert for the products he/she supports. This entails a deep understanding of the features, functions, and benefits of the products presented by the business unit he/she supports.Monitors industry trends, including researching competitor practices and staying abreast of market conditions. Builds rapport and relationships with key line of business stakeholders as primary point of contact between product owners and the Marketing team.Actively participates in business unit and/or finance led meetings as appropriate.Conducts regular marketing meetings with Kinecta business partners.Develops, ideas and executes integrated multi-channel marketing programs (including post-campaign analysis) to achieve the strategic goals of products, segments, and Kinecta. Ability to write benefit-driven messaging that resonates with intended audiences.Manages incoming requests and projects from a variety of sources. Aligns requests with marketing priorities, identifies necessary resources, tracks asset progress in ticketing system, and makes appropriate updates to the marketing calendar. Seeks and documents compliance approval on marketing materials and list criteria.Provides marketing and team support including invoicing, contract renewal dates/reviews, reporting, and general competitive positioning.Advises all departments and vendors regarding the proper display of Kinecta name, logo, and brand guidelines. Assists Marketing team with various projects as required.NON-ESSENTIAL DUTIES AND RESPONSIBILITIES:
Performs other duties including special projects as assigned.
MINIMUM QUALIFICATIONS
Knowledge, Skills and Abilities:
Team player with exceptional problem-solving skills, quality control mindset, attention to detail, and ability to optimize return on marketing investments (ROMI).Requires little oversight to identify steps to accomplish tasks and is accountable for meeting deadlines without intervention.Successfully manages multiple complex programs simultaneously. Strong computer skills including Microsoft Office suite (Word, Excel, PowerPoint) and Adobe Acrobat.Proven project management skills from ideation through execution and measurement. Comfortable with general data analysis and reporting for his/her marketing programs. Able to spot errors and trends in data. Makes recommendations to improve future results.Has financial product knowledge, including but not limited to deposit, credit, and mortgage products. Working knowledge of Customer Relationship Management (CRM) tools and email marketing programs.Technology adopter with willingness to learn new software as circumstances require.Strong communications skills to confidently present to all levels of the Kinecta organization, including upper management. Responsible for developing and maintaining strong vendor relationships, including negotiating terms on behalf of Kinecta.Strong copywriting and proofreading abilities following Associated Press (AP) writing guidelines.
Education, Training and Experience:
Potential candidates for this position must meet the following requirements:
Bachelor’s Degree in Marketing, Communications, Advertising, Digital Engagement, Business, Journalism, or related field.10+ years of experience in integrated marketing program planning and execution, preferably in the financial services industry.Proven track record of independent thought, executional success, and revenue generation.One year of relevant professional-level work experience may be substituted for one year of required education.
NOTE: Writing and program development test will be administered during interview process.
Must be able to exercise sound judgment, effectively plan and be well organized, have excellent oral and written communications skills, work well under changing timelines, take the initiative and be flexible and cooperative. Accuracy, timeliness and maintaining confidentiality related to member, employee information and company records is required.
While performing the job duties of this position, the employee is regularly required to sit; talk or hear in person and by telephone; use hands to operate standard office equipment; reach with hands and arms; lift minimum 10 lbs.
The employee is frequently required to walk and stand. Vision abilities required by this job include close vision and the ability to adjust focus to read and operate office equipment, as necessary. The employee works under typical office conditions and noise levels.
Disclaimer:
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
GENERAL SUMMARY:
This position will assist in developing timely, relevant, and well-organized member communications. This role will participate in the execution of automated marketing program delivery via multiple channels. Additionally, this position will work closely with other members of the marketing team to build, test, deploy and report on campaigns as well as leverage new tools to communicate efficiently and effectively with members and prospects.
NATURE AND SCOPE OF POSITION:
This position is expected to take reasonable actions necessary to carry out the assigned responsibilities of the position, provided that such action is consistent with cost-effective practices and is consistent with the policy and procedures of Kinecta Federal Credit Union.
SUPERVISORY RESPONSIBILITIES:
This position does not have direct managerial responsibilities.NON-ESSENTIAL DUTIES AND RESPONSIBILITIES:
Performs other duties including special projects as assigned.
MINIMUM QUALIFICATIONS
Bachelor’s degree in Marketing, Communications, Business, or a related field (or equivalent experience)1–3 years of experience in marketing, digital marketing, or marketing operationsFamiliarity with email marketing best practices and basic automation conceptsStrong attention to detail and organizational skillsComfortable working in a fast-paced, collaborative environmentWillingness to learn marketing technology tools and processes (experience with Microsoft Dynamics, HubSpot, or Marketo is a plus)Interest in lifecycle or member/customer communicationsExposure to HTMLBasic understanding of compliance or highly regulated environments is desirableOne year of relevant professional-level work experience may be substituted for one year of required education.
Must be able to exercise sound judgment, effectively plan and be well organized, have excellent oral and written communications skills, work well under changing timelines, take the initiative and be flexible and cooperative. Accuracy, timeliness and maintaining confidentiality related to member, employee information and company records is required.
While performing the job duties of this position, the employee is regularly required to sit; talk or hear in person and by telephone; use hands to operate standard office equipment; reach with hands and arms; lift minimum 10 lbs.
The employee is frequently required to walk and stand. Vision abilities required by this job include close vision and the ability to adjust focus to read and operate office equipment, as necessary. The employee works under typical office conditions and noise levels.
Disclaimer:
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Kinecta Federal Credit Union is looking for a Brand Ambassador and Communications Specialist to build and steward our brand presence at community events throughout our footprint. This role will require travel to attend events as needed to support credit union and branch initiatives.
This position will be responsible for social media including attending events and posting in real time, coordinating with branch staff for content, developing content, writing posts, sourcing images, posting, monitoring and responding to comments. Working with the graphic design team, the role will be responsible for creating compelling written and visual content.
NATURE AND SCOPE OF POSITION:
The position works with a minimal amount of supervision and direction and is authorized to take reasonable actions necessary to carry out the assigned responsibilities of the position, provided that such action is consistent with cost-effective practices and is consistent with the policy and procedures of Kinecta Federal Credit Union.
SUPERVISORY RESPONSIBILITIES:
The role has no direct supervisory responsibilities; however, the role will be expected to support and tactically manage the functions of the Marketing team as it relates to event marketing and social media.
NON-ESSENTIAL DUTIES AND RESPONSIBILITIES:
Performs other duties including special projects as assigned.
MINIMUM QUALIFICATIONS
Knowledge, Skills and Abilities:
Exceptional written, verbal, and/or visual communication skills Strong attention to detail and organizational skillsComfortable working in a fast-paced, collaborative environmentWillingness to learn marketing technology tools and processes Basic understanding of compliance or highly regulated environments is desirableEducation, Training and Experience:
Potential candidates for this position must meet the following requirements:
Bachelor’s degree in Marketing, Communications, Business, or a related field (or equivalent experience)3-5 years of experience in marketing, social media and special eventsOne year of relevant professional-level work experience may be substituted for one year of required education.
Must be able to exercise sound judgment, effectively plan and be well organized, have excellent oral and written communications skills, work well under changing timelines, take the initiative and be flexible and cooperative. Accuracy, timeliness and maintaining confidentiality related to member, employee information and company records is required.
While performing the job duties of this position, the employee is regularly required to sit; talk or hear in person and by telephone; use hands to operate standard office equipment; reach with hands and arms; lift minimum 10 lbs.
The employee is frequently required to walk and stand. Vision abilities required by this job include close vision and the ability to adjust focus to read and operate office equipment, as necessary. The employee works under typical office conditions and noise levels.
Disclaimer:
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
