CENTRAL WILLAMETTE CREDIT UNION CORPORATE CULTURE STATEMENT
Respect. Integrity. Ethics. Compassion. Humor.
At our Credit Union these five core values aren’t just words on a wall, they are our daily way of life. Our purpose is to build local loyalty, connect to community and make life easier for those we serve. To accomplish this, we hire team members who demonstrate a strong desire to serve others, who embrace change, who are eager to learn and who enjoy a good laugh.
At Central Willamette Credit Union we are laser-focused on building a stronger financial future for each of our members and we’re particularly passionate about making the communities of the Willamette Valley even better places to live, work and play. We do this by training our sales and service team members to become Financial Advocates who work tirelessly to improve our members’ financial lives. And we don’t stop there. We are fanatical supporters of the non-profit organizations that create the fabric of the communities we call home. You’ll regularly see us sponsoring and volunteering for events with the Boys and Girls Clubs, SafeHaven Humane Society, The United Way, The Center Against Rape and Domestic Violence (CARDV), and the Albany Public Schools Foundation just to name a few. Our team members are encouraged to give of their time and talents as servant leaders, furthering our quest to make the world a more just and caring place.
POSITION PURPOSE
As a member of the Executive Team this position is responsible for providing valuable insights, information, ideas and expert opinions necessary to achieve the strategic direction and business plan objectives. Responsible for motivating, empowering and impassioning staff in a manner consistent with the Credit Union’s Purpose and philosophy; to create a culture where staff understand they are the key to our success and have a personally vested interest in the Credit Union. This position has flexibility for remote work.
This position is responsible for the development, management and effective execution of CWCU’s brand, marketing, business development, community affairs and advocacy strategies to drive delivery of CWCU’s strategic objectives and annual business goals. This person directs the management of CWCU’s creative process, media placement, web design and content, community outreach, public relations, retail design and merchandising, vendor relationships and related internal communications.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
• Responsible for development, execution and evaluation of the annual marketing plan, strategic marketing plan, market research efforts, management of the marketing budget and staffing plan.
• Actively participate as a member of Credit Union executive management. Contribute in the development and execution of CWCU’s annual and strategic plan and be knowledgeable about the events, trends, and developments in the financial services industry.
• Drive brand identity and awareness through a variety of marketing methods, including web and social media activities, campaigns, collateral, visual aids, etc.
• Promotes the brand and ensures consistency of the member experience throughout all advertising, product lines, promotional materials, delivery channels and events.
• Develops products, services, programs and enhancements that attract new membership and lead to higher levels of brand awareness and loyal members.
• Develops and recommends product positioning, target segments and pricing strategy to produce the highest possible long-term market share.
• Leverage data analytics to drive and measure marketing activities to achieve strategic priorities.
• Oversee and manage the Central Willamette’s brand and style guide as it applies to all facets of the Credit Union’s operations, including, but not limited to communications, merchandising, branch design and SWAG development. Perform periodic audits to ensure consistency and compliance with brand message and standards.
• Develop and oversees marketing materials and media in venues appropriate for Credit Union’s target market, brand message and budget.
• Analyze market trends, demographic data and competitive activities concerning existing and potential business so that the credit union may react quickly and competitively.
• Works with other departments to ensure consistent brand attributes across all delivery channels that exceeds member expectations.
• Oversees and evaluates market research and surveys’ and adjusts marketing strategy, advertising and communications to meet changing conditions.
• Direct CWCU’s community affairs initiatives, including oversight of corporate giving, scholarship programs, employee volunteer programs, CWCU sponsored community events, community development and financial literacy outreach.
• Manages CWCU’s public and media relations activities; including publicity campaigns, press releases, community partnerships, annual reports, press releases, special events, community and Board activities and community contributions.
• Working closely with our marketing firm(s), develop and implement marketing plans, action steps, programs and processes necessary to achieve the overall business and operational objectives of the Credit Union.
• Develop and implement plans, action steps, programs and processes necessary to achieve the overall business and operational objectives of the Credit Union, including all functions for within the position’s responsibility.
• Establishes and maintains relationships with industry influencers, community and government leaders and businesses to promote the brand, develop sponsorships and grow CWCU.
• Oversee and manage contractual relationships with external vendors and suppliers. Oversee contract negations as required and ensure contractual relationships align with credit union goals and philosophy.
• Oversee and consult with management to initiate and implement changes that allow the organization to adapt, problem solve, optimize and work towards greater organizational capability.
• Develop and maintain a comprehensive succession and departmental staff development plan; including ongoing staff training, evaluation of individual performance and skills, providing mentoring, coaching, feedback and conducting annual evaluations to encourage employee performance.
• Advises on and establishes organizational, departmental and individual goals and objectives that are consistent with the operating plan and credit union culture.
• Prepare reports, presentations, offer expert advice, research issues and propose potential solutions, as necessary and/or directed.
• Develop and maintains policies, procedures and practices that effectively manages business risks within the scope of responsibility.
• Be a visible supporter of the Credit Union’s community involvement by volunteering and participating for events and activities that enrich the communities of the central Willamette Valley.
• Have a thorough knowledge and comply with CWCU policies and procedures as well as applicable State and Federal regulations.
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