The Onboarding & Engagement Marketing Strategy team is responsible for developing customer engagement strategies throughout the customer lifecycle, from onboarding new customers to engaging with tenured clients.
The Senior Marketing Associate is responsible for developing, managing, and continuously evolving the omnichannel Underbanked/Secure Banking Product Consumer onboarding marketing program to best meet new customer account set up and feature enrollment needs. This role will also have a special focus on providing initial financial health and management education and guidance. The Senior Marketing associate will oversee end-to-end campaign planning and management from strategy and budget development, commissioning research and data analytics reporting, to launching and testing each campaign to understand greatest impact and drivers of success.
Core Responsibilities
Serving as the Underbanked Consumer marketing leader driving best-in-class consumer experiences, the following responsibilities are key to the role:
Leading Underbanked Consumer marketing strategy development, campaign planning & management:
Integrating relevant competitive intelligence and consumer insights and feedback, as well as current program performance to create basis of next gen marketing strategy for our underbanked/unbanked customers
Setting performance metrics and measures of success for each campaign and tactic to ensure targets are met
Collaborating with and contributing insights to Onboarding Marketing Strategy and National Sales teams to ensure aligned go-to-market strategies for new customers across each segment and channel
Spearheading campaign testing, feasibility, and effectiveness in close collaboration with Execution, Audience Targeting, Analytics and Governance personnel
Partnering with Analytics to measure and understand performance and profitability of each campaign
Partnering with Customer Experience to understand Voice of Customer feedback and subsequent optimizations
Prioritizing technical needs and requests, as they relate to enhancing the Secure Product onboarding customer journey
Ensuring strong focus on the end-to-end Underbanked Consumer onboarding experience, delivering exceptional customer experience overall, while also ensuring all the details of the strategy and experience are flawlessly executed
Qualifications
4-year degree in Marketing, Communications, Digital/Technology
3-5 years of experience with proven track record in direct-to-consumer or digital marketing, customer communications, or customer experience -financial services experience a plus, experience with underbanked/unbanked populations also a plus
Deep knowledge across all communication channels, including web, email, SMS, push notifications, in-app messaging, and paid/display media
Knowledge of database marketing and segmentation principles
Strong analytical prowess and experience with test and learn marketing principles
Proven ability to take initiative, build strong relationships and influence others, successfully collaborate, and negotiate at all levels, and achieve results
High energy, solutions-oriented strategist with the ability to manage multiple initiatives simultaneously, working well under pressure with tight deadlines
Team player with a positive, can-do attitude; must be comfortable with continuously changing opportunities and priorities
Skilled and comfortable at working in a highly matrixed organization
Strong problem solving and organizational skills
Excellent written and verbal presentation skills
Creativity and innovation with a focus on constant improvement
Highly proficient in Microsoft Excel and PowerPoint/PitchPro
Experience with Adobe Analytics, Tableau a plus
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
