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Sr. Market Research Analyst

Company: Travis Credit Union
Location: Vacaville
Posted on: June 20, 2020

Job Description:

Sr. Market Research Analyst Title: Sr. Market Research Analyst Department: Marketing Location: Travis Credit Union Vacaville, CA Type: Full_Time Position #: Description: Collects, evaluates and analyzes data on members, prospective members and competitors as well as the effectiveness of marketing campaigns. Manages survey design, sampling, distribution and report preparation and is also the lead position for the marketing research function. Prepares deposit and key organizational goal projections annually and updates goals monthly. Provides complex branch sales incentive data analysis for both development and ongoing tracking. Conducts competitive research to establish business cases for implementing new products. Analyzes existing product lines to maximize portfolio performance by making recommendations for changes or enhancements to existing products. YOU will be responsible for: Maintains marketing databases and pulls data from a variety of systems throughout the organization. Analyzes reports and trends to determine performance gaps. Tracks market share penetration and goal achievement by branch areas, for SEG and branch sales incentive tracking. Evaluates the performance of existing products and recommends changes, enhancements and new product opportunities. Prepares new member and services per household projections annually and updates them monthly. Uses critical thinking and analysis to recommend intervention strategies when monthly reports reflect below goal performance. Prepares deposit projections annually and updates them quarterly based on feedback from senior management. Effectively evaluates industry trends, member feedback, technological advances and marketing strategies for new and existing product lines. Creates monthly report summarizing important trends and strategies for new and existing products. Uses critical thinking and analysis to study statistical reports and competitor pricing and shares the results at ALCO. Prepares annual market share analysis and monthly progress reports. Recommends possible courses of action for changes in products, rates and fees. Prepares monthly Top 100 reports for management and updates lists for branch managers. Works with IT to use Contact Management to automate and update the process. Works with VP, Marketing & Product Development to identify the targeted demographic groups for a variety of marketing pieces. Prepares ROI analysis for each marketing campaign to determine effectiveness and results. Suggests strategies if ROI is below expectations. Prepares annual marketing budget with feedback from marketing management and tracks expenses monthly to ensure timely adjustments can be made if necessary. Manages member survey function including daily Q-Loop sampling, annual member survey, monthly closed account surveys as well as report preparation and distribution. Oversees the input and reporting function performed by another function. Maintains statistical library collecting and storing relevant data for the Credit Union. Prepares data for confidential merger presentations and for potential branch locations. Maintains inter- and intradepartmental workflow by providing information to and cooperating with coworkers. Assists with events as needed. Required Experience: BS/BA in Business or Marketing related field preferred. Minimum 5 years experience. Minimum 2 years product research, analytics and implementation experience. High level analytical skills required, using Excel, Access and Profit Star, financial modeling software. Proficient using Microsoft Word and Outlook. SQL training a plus. Excellent written and verbal communication skills and the ability to communicate effectively and professionally with all levels of staff and outside agencies. Ability to take initiative and prioritize tasks. Excellent time-management, problem-prevention and problem-solving skills. Ability to remain flexible in order to adapt to changes in work environment. Ability to work accurately with close attention to detail. Ability to maintain confidentiality of sensitive information. Required Education: High school diploma or equivalent. Compensation: Salary DOE. Additional Comments: Benefits Include: Medical, Dental, Vision, 401(k) with 100% vested company match, Employee Assistance Program, LTD, STD, Vacation/Sick leave, Life insurance and Tuition Assistance! TCU is a drug-free workplace. Travis Credit Union is an Equal Opportunity-Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status or status as an individual with a disability.

Keywords: Travis Credit Union, Vacaville , Sr. Market Research Analyst, Professions , Vacaville, California

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