Marketing Analyst Job at Partners Federal Credit Union in Orlando

Partners Federal Credit Union — Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members.

For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience.

At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent—individuals who are inspired by our Members’ financial dreams and committed to meaningful work.

Whether you’re offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way.

Here, you’ll find more than just a job. You’ll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks—because we believe that when people feel supported, they thrive.

Join us—and experience what it means to truly love what you do.

We are seeking a detail-oriented and data-driven Marketing Analyst to support our credit union’s marketing team. This role is pivotal in transforming data into actionable insights that enhance member engagement, optimize marketing strategies, and support organizational growth. The ideal candidate will specialize in data research, management, and reporting, with a strong understanding of member behavior, competitive positioning, and marketing performance metrics. This person will also contribute to CRM implementation, website optimization, and marketing automation efforts.

Essential Responsibilities :

1. Data Research & Management : Ability to extract, interpret, and present actionable insights from complex datasets using tools like SQL, Excel, Tableau, or Power BI. Collect, clean, and analyze member and market data to support marketing strategies.

2. Member List Requisition : Build and manage segmented member lists for targeted campaigns and outreach.

3. KRI & Campaign Reporting : Develop and maintain Key Risk Indicator reports and campaign performance metrics.

4. Custom Event Tracking & Dashboards : Implement tracking for marketing initiatives and build dashboards to visualize KPIs.

5. Behavioral Analysis : Interpret member feedback and behavior to guide marketing decisions and improve satisfaction.

6. Competitive Rate & Fee Analysis : Conduct market surveys and analyze competitor pricing to inform product positioning.

7. Marketing Automation & Vendor Onboarding : Support implementation and analytics for automation tools and onboarding of new vendors.

8. Website Performance Insights : Analyze web traffic, user behavior, and conversion data to optimize digital experience.

9. CRM Analytics Support : Assist with data integration, reporting, and member journey mapping in the new CRM.

10. Perform other job duties and tasks to support the credit union marketing efforts as needed. Partner with marketing team leaders, IT, sales delivery, and member services to align marketing efforts with organizational goals.

KNOWLEDGE & SKILLS

Minimum Education Required to Perform Job :

Bachelor’s Degree

Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire :

2 to 5 years

Specific Experience Required :

• 3–5 years of experience in a marketing analytics or business intelligence role.
• Experience in financial services, credit unions, or banking is highly preferred.
• Strong understanding of consumer behavior
• Experience working with CRM systems, customer data, and marketing analytics tools.
• Analytical mindset with strong attention to detail.
• Curious and proactive in identifying trends and opportunities.
• Strong communicator able to translate data into business insights.
• Collaborative and comfortable working cross-functionally.
• Tech-savvy with a passion for marketing technology and innovation.
• Organized and adaptable in a fast-paced, evolving environment.

Other Training, Technical Skills, or Knowledge Required :

• Knowledge of financial products and services, systems, and industry regulations
• Proficiency in Power BI, Excel, SQL, and other software programming as needed

Other Measurable Abilities Required :

• Ability to extract, interpret, and present actionable insights from complex datasets using tools like SQL, Excel, Tableau, or Power BI.
• Experience managing data workflows and performance tracking within CRM and marketing automation platforms.
• Skill in conducting surveys and benchmarking product rates, fees, and pricing against competitors.
• Proficiency in analyzing traffic, user behavior, and conversion metrics to optimize digital marketing efforts.

Shift Work :

Employee is non-exempt, may be required to work evenings, weekends, and holidays as needed.

SCOPE OF JOB

Discretion / Latitude :

Minimal supervision required. Proven ability to make independent decisions, take initiative, and drive results with minimal oversight.

Physical Demands & Environmental / Working Conditions :

This position is performed primarily in a traditional office or bank / credit union setting, with no expected adverse environmental conditions.

This position requires the ability to :

• move self in different positions to accomplish tasks in various environments including tight and confined spaces
• remain in a stationary position, often standing or sitting for prolonged periods
• adjust or move objects up to 15 pounds in all directions
• perform repeat motions that may include the wrists, hands, and / or fingers
• use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together
• verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly
• hear average or normal conversations and receive ordinary information
• prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity.

Disclaimer

The information contained in this job description has been designed to indicate the general nature and level of work performed by cast members within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of cast members assigned to this job.

The hiring range for this position in Florida is $69,440 to $104,160 per hour and in California is $78,480 to $117,720 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and / or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and / or other benefits, dependent on the level and position offered.

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