Marketing Analyst

Job Description

JOB INFORMATION

Title:

Marketing Analyst

Officer Title:

Grade:

26

FLSA Classification:

Exempt

Date Last Edited:

12/2/2025

Reports To:

Digital Content Optimization; Manager Marketing Research

Department:

Marketing

URL Link

https://hvfcu.jdxpert.com/ShowJob.aspx?EntityID=2&jobcode=1210

PRIMARY FUNCTION

Serve as the data and insight engine for the Solutions team, transforming performance metrics and member data into actionable intelligence. Ensure campaigns are informed by evidence, optimized for results, and aligned with brand and compliance standards. Bring curiosity, precision, and clarity to every project, ensuring marketing decisions are not only creative but measurable.

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Provide actionable data insights that enhance campaigns.

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Ensure better‑targeted campaigns, improved personalization, and stronger performance outcomes.

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Pull and validate segmentation lists for targeted campaigns.

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Partner with Campaign Managers to design and test audience approaches.

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Collaborate with Operations to maintain accuracy across dashboards and reports.

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Interpret trends and performance insights to guide improvements.

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Recommend personalization and optimization tactics based on analytics.

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Maintain reporting continuity and co‑lead migration of enterprise‑wide reporting outside Marketing.

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Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.

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Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.

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Responsible for regular and predictable attendance including punctuality.

Bachelor’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience.

Marketing, Business, Analytics, Statistics, Economics, Marketing, or related field

X

Minimum 3 Years

Marketing analytics, segmentation, and dashboarding

X

Familiarity with SQL/BI tools; marketing platforms; data visualization

X

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Ability to translate data into clear, actionable recommendations.

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Comfort with segmentation, testing design, and measurement plans.

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Strong attention to detail and data quality assurance.

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Effective communication with technical and non‑technical partners.

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Advanced proficiency in Microsoft Office Software (Word, Excel, Outlook, PowerPoint, etc.)

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Advanced verbal, written and presentation skills.

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Ability to work in a fast-paced environment and deal with a variety of internal/external customer and vendor situations.

PHYSICAL DEMANDS

Frequency

Physical Demand

Weight (lbs.)

Frequently

Sit for prolonged periods of time

Frequently

Required to communicate verbally

Frequently

Normal range of vision and hearing abilities required

Occasionally

Lift and/or move objects

30

Occasionally

Travel outside of work location to attend meetings and training programs

Frequently

Required to skillfully operate a computer, telephone and other standard office equipment

WORK ENVIRONMENT

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Typically the noise level in the work environment is low to moderate.

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May experience occasional job stress in dealing with difficult situations and/or high volume.

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High energy, high impact atmosphere.

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There are no significant hazardous conditions.

View Competencies

Flexibility and Adaptability

Adapts as needed; knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment.

Level 2

1. Accepts new or radical ideas with an open mind; avoids snap reactions.  2. Adjusts to new or changing assignments, processes, and people.  3. Demonstrates ability to successfully manage multiple tasks and priorities.  4. Demonstrates willingness to listen to other opinions.  5. Identifies and considers alternative approaches to situations or problems.

Work Standards

Sets high standards of performance for self and others; assumes responsibility and accountability for successfully completing assignments or tasks.

Level 2

1. Documents how results were obtained to support knowledge transfer and best practices.  2. Helps others drive tasks to completion as appropriate.  3. Holds self and others accountable for delivering on all commitments.  4. Identifies actions necessary to achieve task completion and to obtain results. Meets schedules, deadlines, and performance goals.   5. Recognizes the need for assistance and secures additional resources as needed. Escalates issues and unusual findings that could have an adverse impact on the business.  6. Understands and appropriately applies principles, procedures, requirements, regulations, and policies related to role.

Managing Multiple Priorities

Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Level 2

1. Performs at least 2-3 concurrent activities without reducing productivity.

2. Completes current work according to assigned priorities.

3. Recognizes changing demands and priorities; validates changes with management.

4. Responds to day-to-day operational priorities while still making progress on project work.

5. Obtains information about how current assignments contribute to organizational goals.

Business Markets

Knowledge of existing and planned markets and market-related initiatives from the perspectives of the competition, the suppliers, the customer base and the regulatory environment; ability to apply this knowledge appropriately to diverse situations.

Level 2

1. Researches characteristics of an assigned market and its segments.

2. Collects information relevant to business strategies and initiatives.

3. Monitors regulatory and reporting environment within an assigned market.

4. Summarizes strategies related to key operating issues and key players within the market.

5. Recognizes key players and major competitors in a market.

Service Excellence

Consistently incorporates Hudson Valley's member and employee value proposition, reinforcing organizational culture and brand differentiators.

Level 1

1. Anticipates and meets the needs of both internal and external customers. Delivers high quality service and is committed to continuous improvement.  2. Consults with management on modifying business processes to enhance service delivery. Monitors own work to ensure quality and apply feedback to improve performance.  3. Integrates core values into the way work is done and how relationships are conducted.  4. Possesses knowledge of customer service concepts and techniques; ability to meet or exceed customer needs and expectations and provide excellent service in a direct or indirect manner.  5. Tailors communications based on others’ needs, motivations and agendas.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee in this position.  Additional functions and requirements may be assigned by supervisors as deemed appropriate, with or without notice.

Nothing contained in this material creates a contract of employment between an employee and Hudson Valley Federal Credit Union or otherwise alters the at-will nature of the employment relationship.

Are you able to perform the essential functions listed in this job description with or without reasonable accommodation?  YES_______  NO_______

By signing below you certify that you have received this job description and understand the requirements, essential functions and duties of the position.  If you are currently employed in this position, your signature acknowledge that this job description accurately describes the position, including its essential functions.

Name:  _____________________________________________

Signature: _____________________________________________

Date:  _____________________________________________ 

Please also note that Hudson Valley Federal Credit Union respects the religious beliefs and practices of employees and will, on request, reasonably accommodate its employees when a reasonable accommodation is available that does not create an undue hardship on the Credit Union’s business.  Therefore, unavailability for work due to religious observances or practices may not be a bar to employment.