BluPeak Credit Union
San Diego, California
Member Experience Representative US-CA-San Diego Job ID: Type: Regular Full-Time # of Openings: 1 Category: Retail (Branches) Mission Valley Branch Overview Under the direction of the Branch Management, is responsible for meeting operations and sales objectives, and building and retaining loyal member relationships by meeting members' financial needs and providing unbeatable service experience. Accepts cash and check deposits; accurately and efficiently processes withdrawals and cashes checks within authority level. Perform required maintenance for members. Proactively participates in the cross selling of credit union products and services, including achieving specific consumer loan goals. Promotion to higher grade level based on expertise and proficiency in job duties and sales performance. Responsibilities Ensure members feel welcomed and have a World Class Personalized Experience. Operational Responsibilities Maintain a teller drawer and processes cash and check deposit in accordance to credit union policies and procedures. Processes withdrawal requests in accordance to credit union policies and procedures. Posts loan payments and general ledger transactions when applicable. Processes member telephone transfers, check requests, mail, email, night drop and quik drop transactions. Answers the telephone, directs calls to the appropriate person and/or takes messages and quotes current BluPeak's savings and consumer loan rates and terms. Accurately balances cash drawer in required time frame. Provides unbeatable service experience adheres to the credit union's quality service standards. Perform a variety of file maintenance duties, including but not limited to: files daily transaction documents, member correspondences, bank recaps, IRAs, decedent accounts, trust certifications, and POAs. Works efficiently with team members to reach branch goals and maintain branch profitability. Protects the credit union member assets by identifying all members when transacting business and giving information, adhering to security practices. Remains up-to-date and knowledgeable on credit union products, services, and related policies, procedures, rules and regulations. Adherance to BluPeak's Values, Vision and Purpose. Sales Responsibilities Cross-sells all products and services to meet member needs and achieve corporate relationship building objectives, when applicable. Performs sales duties in branch to meet each member's individual financial needs. Establishes new memberships, including checking and savings accounts, term accounts, IRA's, online banking, insurance products and loans. Establishes and maintains strong referral relationships with members. Develops strong telephone calling program from internal lists and targeted prospects. Initiates loan applications using various consumer loan origination systems and assists member in choosing the right loan programs for the member's own personal financial situation. Coordinates the consumer loan application process between the member, third parties and internal loan operations group, ensuring unbeatable service experience. Maintains the required knowledge of policies and procedures, laws and regulations and other compliance requirements that pertain to the deposit and lending functions. Assists team members to ensure continuity of service and achievement of individual, team and organizational business goals. Protects the credit union member assets by identifying all members when transacting business and giving information, adhering to security and privacy practices. Adhere to company policy and procedure, complete annual compliance training, comply with business continuity and vendor management policy. These are crucial to the success of the organization and have regulatory compliance and/or safety and soundness for the sustainability of the credit union. Comply with all Anti Money Laundering laws such as the Bank Secrecy Act, OFAC and USA PATRIOT Act and all related policies and procedures including accurate completion of CTR screens and alerts, member due diligence, accurate OFAC match processing, proper identification of individuals in alignment with the Member/Customer Identification Program, and reporting of unusual activity. Performs other duties as assigned. Qualifications EDUCATION and/or EXPERIENCE High school diploma or general education degree (GED); two or more years' experience in a financial institution required and/or equivalent experience; sales & cash handling experience required; or equivalent combination of education and experience. TECHNOLOGY PROFICIENCY To perform this job, the employee must possess applicable technology skills and demonstrated expertise. Ability to use loan origination systems, contact management software, and other Microsoft Office application products, as well as the ability to learn new applications quickly. Requires general knowledge of computer network and database use. OTHER QUALIFICATIONS To perform this job, the employee must possess strong interpersonal skills, good phone and e-mail etiquette, a professional presentation, and a high degree of personal initiative. Must be able to work branch operational hours to include weekends, and to work occasional nights or weekends. This position is an in Branch position. PM17 Compensation details: 23-25 Yearly Salary PI350ebcac55f2-5545
Member Experience Representative US-CA-San Diego Job ID: Type: Regular Full-Time # of Openings: 1 Category: Retail (Branches) Mission Valley Branch Overview Under the direction of the Branch Management, is responsible for meeting operations and sales objectives, and building and retaining loyal member relationships by meeting members' financial needs and providing unbeatable service experience. Accepts cash and check deposits; accurately and efficiently processes withdrawals and cashes checks within authority level. Perform required maintenance for members. Proactively participates in the cross selling of credit union products and services, including achieving specific consumer loan goals. Promotion to higher grade level based on expertise and proficiency in job duties and sales performance. Responsibilities Ensure members feel welcomed and have a World Class Personalized Experience. Operational Responsibilities Maintain a teller drawer and processes cash and check deposit in accordance to credit union policies and procedures. Processes withdrawal requests in accordance to credit union policies and procedures. Posts loan payments and general ledger transactions when applicable. Processes member telephone transfers, check requests, mail, email, night drop and quik drop transactions. Answers the telephone, directs calls to the appropriate person and/or takes messages and quotes current BluPeak's savings and consumer loan rates and terms. Accurately balances cash drawer in required time frame. Provides unbeatable service experience adheres to the credit union's quality service standards. Perform a variety of file maintenance duties, including but not limited to: files daily transaction documents, member correspondences, bank recaps, IRAs, decedent accounts, trust certifications, and POAs. Works efficiently with team members to reach branch goals and maintain branch profitability. Protects the credit union member assets by identifying all members when transacting business and giving information, adhering to security practices. Remains up-to-date and knowledgeable on credit union products, services, and related policies, procedures, rules and regulations. Adherance to BluPeak's Values, Vision and Purpose. Sales Responsibilities Cross-sells all products and services to meet member needs and achieve corporate relationship building objectives, when applicable. Performs sales duties in branch to meet each member's individual financial needs. Establishes new memberships, including checking and savings accounts, term accounts, IRA's, online banking, insurance products and loans. Establishes and maintains strong referral relationships with members. Develops strong telephone calling program from internal lists and targeted prospects. Initiates loan applications using various consumer loan origination systems and assists member in choosing the right loan programs for the member's own personal financial situation. Coordinates the consumer loan application process between the member, third parties and internal loan operations group, ensuring unbeatable service experience. Maintains the required knowledge of policies and procedures, laws and regulations and other compliance requirements that pertain to the deposit and lending functions. Assists team members to ensure continuity of service and achievement of individual, team and organizational business goals. Protects the credit union member assets by identifying all members when transacting business and giving information, adhering to security and privacy practices. Adhere to company policy and procedure, complete annual compliance training, comply with business continuity and vendor management policy. These are crucial to the success of the organization and have regulatory compliance and/or safety and soundness for the sustainability of the credit union. Comply with all Anti Money Laundering laws such as the Bank Secrecy Act, OFAC and USA PATRIOT Act and all related policies and procedures including accurate completion of CTR screens and alerts, member due diligence, accurate OFAC match processing, proper identification of individuals in alignment with the Member/Customer Identification Program, and reporting of unusual activity. Performs other duties as assigned. Qualifications EDUCATION and/or EXPERIENCE High school diploma or general education degree (GED); two or more years' experience in a financial institution required and/or equivalent experience; sales & cash handling experience required; or equivalent combination of education and experience. TECHNOLOGY PROFICIENCY To perform this job, the employee must possess applicable technology skills and demonstrated expertise. Ability to use loan origination systems, contact management software, and other Microsoft Office application products, as well as the ability to learn new applications quickly. Requires general knowledge of computer network and database use. OTHER QUALIFICATIONS To perform this job, the employee must possess strong interpersonal skills, good phone and e-mail etiquette, a professional presentation, and a high degree of personal initiative. Must be able to work branch operational hours to include weekends, and to work occasional nights or weekends. This position is an in Branch position. PM17 Compensation details: 23-25 Yearly Salary PI350ebcac55f2-5545
BluPeak Credit Union
San Diego, California
Marketing Communications Manager US-CA-San Diego Job ID: Type: Regular Full-Time # of Openings: 1 Category: Marketing Corporate Office Overview The Marketing Communications Manager plays a key role in the successful execution of BluPeak Credit Union's marketing and digital banking strategic plans. The manager supports the VP, Marketing and Digital Experience by driving initiatives that enhance the credit union's visibility, digital transformation efforts, and member experience. This position holds the ultimate responsibility of managing the day-to-day operations of the marketing and digital banking team. This role is responsible for the execution and oversight of integrated marketing, internal and external communications, and brand management initiatives ensuring all messaging, campaigns, and materials consistently support the credit union's brand, member engagement goals, and strategic objectives. The position collaborates cross-functionally with internal stakeholders to promote products, support digital adoption, and drive member growth. Responsibilities Marketing Strategy & Campaign Management • Develops and implements integrated marketing campaigns to attract, engage, and retain members across digital and traditional channels. • Leads cross-functional marketing initiatives including product rollouts, promotions, new technology launches, digital channel enhancements, and member onboarding communications. • Oversees the development and maintenance of the marketing content calendar and coordinate execution across all digital, traditional and branch channels. • Collaborates with creative and product teams to develop compelling marketing materials aligned with member needs and business goals. • Maintains brand consistency across all internal and external communications and ensures adherence to visual and style guidelines. Digital & Member Experience Support • Supports marketing strategies that drive digital platform adoption and optimize the digital banking member experience. • Oversees the evaluation, development, testing, and implementation of new digital banking platform initiatives. • Evaluates digital member journeys to ensure touchpoints are intuitive, on-brand, and optimized for engagement and performance. • Uses analytics and campaign data to refine messaging, target segments, and improve member communication effectiveness. Product & Program Marketing • Translates product features and benefits into clear, member-focused messaging across campaigns and collateral. • Manages marketing for key product areas, particularly deposit and loan offerings, including promotional campaigns and product lifecycle support. • Works closely with compliance and product teams to ensure marketing materials meet regulatory and brand standards. • Supports special event planning and implementation, including the annual employee meeting, strategic partner events, Annual Membership meeting, special board meetings, media events, business development events/on-sites, community events, and member education events (ex. workshops). Occasional meeting/event staffing support as assigned. Team & Project Management • Leads and manages a high-performing marketing and digital banking team, providing coaching, guidance, performance management, and professional development. • Prioritizes and assigns marketing projects, ensuring delivery is timely, accurate, and aligned with strategic objectives. • Collaborates cross-functionally to ensure alignment and support for enterprise-wide initiatives and campaigns. Budgeting & Vendor Management • Develops and manages assigned marketing, digital experience, and research budgets, ensuring programs are executed within financial guidelines. • Oversees third-party vendors and agency partners to support campaign execution, creative development, printing, mailing, and digital production. • Processes payables/receivables and provides budget variance reports, expense tracking, and recommendations for cost optimization. • Leads the development, deployment, and implementation of BluPeak's marketing automation tools, including its integration into enterprise-wide systems (core, account and loan origination systems, digital banking platforms, etc.) to improve member relationship building and member profitability. Data Analysis & Reporting • Monitors and reports on campaign performance, using data insights to enhance effectiveness and inform future planning. • Develops trend reports and performance dashboards to identify opportunities for engagement, retention, and product penetration. • Uses member segmentation and behavioral data to create targeted campaigns for specific member needs and life stages. Compliance & Regulatory Support • Ensures that all marketing and communication materials comply with applicable credit union policy, financial regulations, brand standards, and internal review processes. • Partners with Compliance, Risk, and Legal teams on development of required disclosures, privacy notices, fee schedules, and other annual publications. • Adheres to company policy and procedure, complete annual compliance training, and comply with business continuity and vendor management policy. These are crucial to the success of the organization and regulatory compliance and/or safety and soundness for the sustainability of the credit union. • Complies with all Anti-Money Laundering laws such as the Bank Secrecy Act, OFAC and USA PATRIOT Act and all related policies and procedures including accurate Member/Customer Identification Program, member due diligence, accurate OFAC match processing, and reporting unusual activities and suspected fraud. Administrative & Strategic Support • Supports annual planning, goal setting, and execution for marketing and digital banking initiatives aligned with organizational objectives. • Maintains up-to-date knowledge of marketing best practices, financial services trends, and digital tools to drive innovation. • Performs other duties as assigned to support departmental or organizational needs. SUPERVISORY RESPONSIBILITIES This position will manage up to 6 direct reports and carry out supervisory responsibilities in accordance with BluPeak's policies and applicable laws. This position will also supervise third-party vendors and project teams as assigned. Qualifications EDUCATION and/or EXPERIENCE B.A./B.S. degree in Marketing, Communications, or a related field. Minimum five years of direct marketing / communications experience is required, including a minimum of two years in a management/supervisor role. Strong knowledge of financial institution products, services, and competitors, along with experience in promotions, research, public relations, social media, and problem-solving preferred. TECHNOLOGY PROFICIENCY To perform this job, the employee must possess applicable technology skills. Strong phone and MS Office skills (including Excel, Word, Outlook, PowerPoint) and the ability to learn new programs as applicable. Must be proficient in desktop publishing environments, and have strong word processing and design software skills. Knowledge of Photoshop, Illustrator, In Design, and basic HTML required. OTHER QUALIFICATIONS • Self-directed with the ability to prioritize and multi-task, organize and meet scheduled deadlines and handle a variety of tasks concurrently in a fast-paced, deadline-driven environment. • Ability to effectively coordinate efforts through a diverse internal and external team • Ability to analyze data to identify key findings. • Superior project management, planning and organizational skills. • Strong team player with the ability to adapt to an ever-changing, organic environment • Must be hands-on with all facets of the job. • Ability to think strategically, as well as tactically. BluPeak Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Employment may be contingent upon BluPeak Credit Union's receipt of an acceptable and job-related background check, drug screen and credit check, as applicable and permissible by law. BluPeak Credit Union is committed to working and providing reasonable accommodation to applicants with physical, mental disabilities and sincerely held religious beliefs. For more information, contact Human Resources. PM17 Compensation details: 00 Yearly Salary PI1dd-3554
Marketing Communications Manager US-CA-San Diego Job ID: Type: Regular Full-Time # of Openings: 1 Category: Marketing Corporate Office Overview The Marketing Communications Manager plays a key role in the successful execution of BluPeak Credit Union's marketing and digital banking strategic plans. The manager supports the VP, Marketing and Digital Experience by driving initiatives that enhance the credit union's visibility, digital transformation efforts, and member experience. This position holds the ultimate responsibility of managing the day-to-day operations of the marketing and digital banking team. This role is responsible for the execution and oversight of integrated marketing, internal and external communications, and brand management initiatives ensuring all messaging, campaigns, and materials consistently support the credit union's brand, member engagement goals, and strategic objectives. The position collaborates cross-functionally with internal stakeholders to promote products, support digital adoption, and drive member growth. Responsibilities Marketing Strategy & Campaign Management • Develops and implements integrated marketing campaigns to attract, engage, and retain members across digital and traditional channels. • Leads cross-functional marketing initiatives including product rollouts, promotions, new technology launches, digital channel enhancements, and member onboarding communications. • Oversees the development and maintenance of the marketing content calendar and coordinate execution across all digital, traditional and branch channels. • Collaborates with creative and product teams to develop compelling marketing materials aligned with member needs and business goals. • Maintains brand consistency across all internal and external communications and ensures adherence to visual and style guidelines. Digital & Member Experience Support • Supports marketing strategies that drive digital platform adoption and optimize the digital banking member experience. • Oversees the evaluation, development, testing, and implementation of new digital banking platform initiatives. • Evaluates digital member journeys to ensure touchpoints are intuitive, on-brand, and optimized for engagement and performance. • Uses analytics and campaign data to refine messaging, target segments, and improve member communication effectiveness. Product & Program Marketing • Translates product features and benefits into clear, member-focused messaging across campaigns and collateral. • Manages marketing for key product areas, particularly deposit and loan offerings, including promotional campaigns and product lifecycle support. • Works closely with compliance and product teams to ensure marketing materials meet regulatory and brand standards. • Supports special event planning and implementation, including the annual employee meeting, strategic partner events, Annual Membership meeting, special board meetings, media events, business development events/on-sites, community events, and member education events (ex. workshops). Occasional meeting/event staffing support as assigned. Team & Project Management • Leads and manages a high-performing marketing and digital banking team, providing coaching, guidance, performance management, and professional development. • Prioritizes and assigns marketing projects, ensuring delivery is timely, accurate, and aligned with strategic objectives. • Collaborates cross-functionally to ensure alignment and support for enterprise-wide initiatives and campaigns. Budgeting & Vendor Management • Develops and manages assigned marketing, digital experience, and research budgets, ensuring programs are executed within financial guidelines. • Oversees third-party vendors and agency partners to support campaign execution, creative development, printing, mailing, and digital production. • Processes payables/receivables and provides budget variance reports, expense tracking, and recommendations for cost optimization. • Leads the development, deployment, and implementation of BluPeak's marketing automation tools, including its integration into enterprise-wide systems (core, account and loan origination systems, digital banking platforms, etc.) to improve member relationship building and member profitability. Data Analysis & Reporting • Monitors and reports on campaign performance, using data insights to enhance effectiveness and inform future planning. • Develops trend reports and performance dashboards to identify opportunities for engagement, retention, and product penetration. • Uses member segmentation and behavioral data to create targeted campaigns for specific member needs and life stages. Compliance & Regulatory Support • Ensures that all marketing and communication materials comply with applicable credit union policy, financial regulations, brand standards, and internal review processes. • Partners with Compliance, Risk, and Legal teams on development of required disclosures, privacy notices, fee schedules, and other annual publications. • Adheres to company policy and procedure, complete annual compliance training, and comply with business continuity and vendor management policy. These are crucial to the success of the organization and regulatory compliance and/or safety and soundness for the sustainability of the credit union. • Complies with all Anti-Money Laundering laws such as the Bank Secrecy Act, OFAC and USA PATRIOT Act and all related policies and procedures including accurate Member/Customer Identification Program, member due diligence, accurate OFAC match processing, and reporting unusual activities and suspected fraud. Administrative & Strategic Support • Supports annual planning, goal setting, and execution for marketing and digital banking initiatives aligned with organizational objectives. • Maintains up-to-date knowledge of marketing best practices, financial services trends, and digital tools to drive innovation. • Performs other duties as assigned to support departmental or organizational needs. SUPERVISORY RESPONSIBILITIES This position will manage up to 6 direct reports and carry out supervisory responsibilities in accordance with BluPeak's policies and applicable laws. This position will also supervise third-party vendors and project teams as assigned. Qualifications EDUCATION and/or EXPERIENCE B.A./B.S. degree in Marketing, Communications, or a related field. Minimum five years of direct marketing / communications experience is required, including a minimum of two years in a management/supervisor role. Strong knowledge of financial institution products, services, and competitors, along with experience in promotions, research, public relations, social media, and problem-solving preferred. TECHNOLOGY PROFICIENCY To perform this job, the employee must possess applicable technology skills. Strong phone and MS Office skills (including Excel, Word, Outlook, PowerPoint) and the ability to learn new programs as applicable. Must be proficient in desktop publishing environments, and have strong word processing and design software skills. Knowledge of Photoshop, Illustrator, In Design, and basic HTML required. OTHER QUALIFICATIONS • Self-directed with the ability to prioritize and multi-task, organize and meet scheduled deadlines and handle a variety of tasks concurrently in a fast-paced, deadline-driven environment. • Ability to effectively coordinate efforts through a diverse internal and external team • Ability to analyze data to identify key findings. • Superior project management, planning and organizational skills. • Strong team player with the ability to adapt to an ever-changing, organic environment • Must be hands-on with all facets of the job. • Ability to think strategically, as well as tactically. BluPeak Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Employment may be contingent upon BluPeak Credit Union's receipt of an acceptable and job-related background check, drug screen and credit check, as applicable and permissible by law. BluPeak Credit Union is committed to working and providing reasonable accommodation to applicants with physical, mental disabilities and sincerely held religious beliefs. For more information, contact Human Resources. PM17 Compensation details: 00 Yearly Salary PI1dd-3554
