BluPeak Credit Union

5 job(s) at BluPeak Credit Union

BluPeak Credit Union Spring Valley, California
10/05/2025
Full time
Marketing Communications Manager - San Diego, CA Office 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 Unions marketing and digital banking strategic plans. The manager supports the VP, Marketing and Digital Experience by driving initiatives that enhance the credit unions 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 unions 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 BluPeaks 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 BluPeaks 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 Unions 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 PI46bbb316752f-6720
BluPeak Credit Union National City, California
10/05/2025
Full time
Marketing Communications Manager - San Diego, CA Office 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 Unions marketing and digital banking strategic plans. The manager supports the VP, Marketing and Digital Experience by driving initiatives that enhance the credit unions 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 unions 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 BluPeaks 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 BluPeaks 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 Unions 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 PI46bbb316752f-6720
BluPeak Credit Union Chula Vista, California
10/05/2025
Full time
Marketing Communications Manager - San Diego, CA Office 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 Unions marketing and digital banking strategic plans. The manager supports the VP, Marketing and Digital Experience by driving initiatives that enhance the credit unions 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 unions 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 BluPeaks 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 BluPeaks 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 Unions 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 PI46bbb316752f-6720
BluPeak Credit Union La Mesa, California
10/02/2025
Full time
Member Experience Specialist - La Mesa, CA US-CA-La Mesa Job ID: Type: Regular Full-Time # of Openings: 1 Category: Retail (Branches) La Mesa Branch Overview Responsible for the daily oversight of the branch operations under the general leadership of Branch Management. Responsible for daily coordination and administration of credit union operations and supports sales efforts while helping to create an unbeatable service experience. Performs a wide variety of complex duties related to the handling of member transactions. Under the direction of the designated manager is responsible for establishing and maintaining member relationships in order to meet the members financial needs, provide extra-ordinary service, and create loyal members while meeting Branch and Corporate objectives. Responsible for originating and funding consumer loans (Credit Cards, Auto Loans, Other Consumer Loans, Home Equity Loans and Lines and Mortgage Referrals) to meet consumer loan sales objectives. Responsibilities Identifies, acquires and grows new and existing consumer relationships, including deposit and loan portfolio. Utilizes the Deep Dive to meet each members perceived and unperceived financial needs. Initiates and participates in relationship building events including proactive activities such as visiting members on-site and attending community events. Initiates proactive service calls to members, including internal lists. Establishes new memberships, checking, savings accounts, term investments, IRAs, insurance products, consumer loans and other products and services, such as Online Banking, etc. Performs appropriate on-boarding activities for all new and existing members, possibly including follow-up calls. Performs a variety of file maintenance duties, including but not limited to: adding owners/signers, updating personal information, adding additional products, decedent accounts, trust certifications, and POAs as requested by members. Coordinates the application process between the member, third parties and internal loan operations group, ensuring extra-ordinary service for the member. Cross-sells all products and services to meet member needs and achieve strategic objectives, cross-sell ratios, and member retention goals. Initiates referrals and identifies opportunities for new referral relationships and new members. Supports daily sales efforts of service center staff and facilitates referrals of credit union products and services, including assisting teammates in sales development. Maintains the required knowledge of products, services, 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. Utilizes skills from Service Standard and other programs as directed by management. Protects the credit union member assets by identifying all members when transacting business and giving information, adhering to security and privacy practices. Is member focused and models the following attributes: leadership, service excellence, cultural attributes, commitments, and aligns responsibilities with the companys core strategy, strategic objectives, brand promise, vision and value proposition. In accordance with approved credit union objectives and guidelines, is specifically responsible for meeting performance metrics, including branch growth and profitability projections and operations. Maintains operations procedures ensuring compliance with approved credit union policies and procedures, therein delivering a high level of member service and operational quality in the credit union. Ensures compliance of credit union employees with established security, operations, regulatory compliance, audit, and recordkeeping policies, procedures and practices. Responsible for and participates as necessary in branch audit functions, and prepares reports as needed, including but not limited to various branch certifications, fraud control, reconciliations, negotiable control, and monthly/quarterly audits. Works closely with teammates to ensure that operational standards are met, and that operational issues are escalated and resolved in timely manner. Mentors branch staff, and provides hands on training and development to ensure new and existing staff have the requisite knowledge and skills. Provides coaching to aid with increasing understanding and ensure consistent application of policies and procedures. At the direction of the Retail Network Management, reviews records and reports to insure completeness, accuracy, and timeliness. Offers guidance and instructs branch operations staff in their daily functions, including assisting with scheduling, assigning work, coordinating activities, answering questions, solving problems, helping with complex transactions and explaining policies and procedures to tellers and members. Responsible for credit union operations, including opening, closing, and/or operating the branch on an occasional basis, in absence of on-site management. Approves transactions and authorizes fee reversals in accordance with established authority levels. Operates a cash drawer when needed, and processes cash and check deposits, withdrawal requests, loan payments, and general ledger transactions in accordance to credit union policies and procedures. Protects the credit union member assets by identifying all members when transacting business and giving information, adhering to security practices. Solves member inquiries and/or complaints. Establishes new memberships, including checking and savings accounts, term accounts, IRAs, online banking, insurance products and loans. Provides an unbeatable service experience and adheres to the credit unions quality service standards, including solving member issues and complaints, and assisting tellers in mediating member situations. Remains up-to-date and knowledgeable on credit union products, services, and related policies, procedures, rules and regulations. SUPERVISORY RESPONSIBILITIES Coordinates work for others and may provide direction in absence of Branch Management. Provides support with interviewing, coaching and training employees; planning, assigning, and directing work. Position will require some supervisory responsibilities with prior approval from AVP, Branch Experience in the absence of a manager. This includes opening/closing procedures as well as override authority within assigned limits. Qualifications EDUCATION and/or EXPERIENCE High school diploma or general education degree (GED); and two years in a financial instutuion required. Minimum of six months related experience such as b ranch opening/closing, c oordination of work (in absence of management) & experience handling member escalations is required. Supervisory experience in a financial institution/credit union, a plus. Must have sales experience and/or training. 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. 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. BluPeak Credit Union is an Equal Opportunity 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 Unions 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: 24-29 Hourly Wage PI89f9ef237a65-8433
BluPeak Credit Union San Diego, California
10/02/2025
Full time
Marketing Communications Manager - San Diego, CA Office 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 PIbd4b7e92f5-