Marketing Data Analyst

Exciting Opportunity at Orange County's Credit Union

Local So. CA. applicants preferred (Orange County)

Marketing Data Analyst - Hybrid position

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.

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).

Experience working in an Agile or fast-paced tech environment

Skills & Abilities

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.

We perform thorough background and credit check. EOE