Marketing Data Analyst Job at Orange County's Credit Union in Santa Ana

Exciting Opportunity at Orange County's Credit Union

Marketing Data Analyst

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.

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.

We perform thorough background and credit check. EOE