Marketing Data Analyst
2 days ago
Santa Ana
Job Description Exciting Opportunity at Orange County's Credit Union Marketing Data Analyst CREDIT UNION’S PURPOSE: Simple Banking. For People, Not Profit. CREDIT UNION’S CORE VALUES: Integrity, Service Excellence, Growth & Development, High Performance, Mutual Respect, Community, and Fun Workplace Excellence. Through our associates' opinions and voices, Orange County's Credit Union is a proud recipient of the Peter Barron Stark Best of the Best Award for highest associate satisfaction in the workplace! As a leading financial service provider with over 80 years of experience serving 123,000+ members, Orange County's Credit Union is currently $2+ billion in assets & growing. Generous benefits include: • Anthem Vivity HMO & Delta Care USA Dental - Orange County's Credit Union (OCCU) covers 100% of the associates' monthly premium, • Life insurance at no cost to employees., • 401(k) – OCCU automatically contributes 3% of the employee’s earnings PLUS matches up to 5% of the employee’s contribution (dollar for dollar), • Vacation hours – 13 days per year and rolls over year to year, and increases with tenure, • Sick hours – 7 days per year and rolls over year to year, • Paid Holidays – 11 days per year plus 3 partial days, • Annual performance merit increases, • Professional and personal development programs, including educational grants up to $2k per year, and step progression opportunities, • Annual discretionary bonus, • Professional, friendly work environment focused on achieving goals, recognizing successes, and excelling at member service. POSITION SUMMARY: Under general direction and supervision, this role bridges business strategy and data, delivering insights that drive member acquisition, retention, engagement, and growth. The ideal candidate is detail-oriented, collaborative, and skilled in turning complex data into actionable business recommendations. ESSENTIAL FUNCTIONS: • Partner with Marketing, Product, and Analytics teams to align business strategy with actionable data insights., • Analyze member behavior, product performance, and digital channel effectiveness to identify growth opportunities., • Build segmentation models, predictive analytics, and attribution frameworks to measure ROI and member lifetime value (LTV)., • Deliver clear reporting and dashboards using SQL Server, Power BI, Excel, and Looker., • Leverage familiarity with Microsoft Azure services to support data analysis and reporting., • Conduct market and competitive research, focusing on financial services and Fintech trends., • Provide insights to support digital product launches, campaign measurement, and member engagement strategies., • Collaborate with IT, Data Engineering, and Compliance teams to ensure data integrity, governance, and regulatory compliance., • Present actionable insights and recommendations to executives and business stakeholders. ASSOCIATE EXPECTATIONS • Consistently practices the Service Philosophy of “Put People First” exercising the Connect, Discover, Deliver & Wow components in every encounter with internal and external members, creating extraordinary experiences., • Effectively conveys information. Communicate with immediate supervisor and the team keep others advised of progress and/or situations., • Displays behavior that matches the value of Mutual Respect by relating favorably at all levels within the organization., • Supports and contributes to the credit union’s strategic plan, mission, vision, and values., • May be asked to support and contribute to a wide variety of marketing matters on an as-needed basis., • Complies with all Orange County’s Credit Union policies, service standards, safety standards, procedural guidelines, and regulatory compliance, and completes all assigned training., • Position may require working evenings, Saturdays, weekends, and early mornings. QUALIFICATIONS - Education & Experience: • Bachelor’s degree in business Analytics, Statistics, Economics, Computer Science, or related field., • 3+ years of analytics or business analyst experience in financial services, banking, credit unions, or Fintech., • Strong hands-on experience with SQL Server, Power BI, Excel, and Looker., • Familiarity with Microsoft Azure services., • Experience with Tableau and Python a plus., • Familiarity with compliance and regulatory requirements (e.g., Reg Z, UDAAP, GLBA, data privacy standards)., • Strong understanding of digital marketing analytics, funnel analysis, attribution models, and LTV., • Ability to translate business requirements into actionable data insights., • Excellent communication and presentation skills for both technical and non-technical stakeholders, • Organized, detail-oriented, and skilled at managing time-sensitive projects. The targeted hourly rate range is $26.74 per hour to $33.42 per hour. Final offer will be determined based on experience, education, training/certifications and specialized skills. We perform thorough background and credit check. EOE