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Member Data Administrator (53675)

Company: San Mateo Credit Union
Location: Redwood City
Posted on: June 19, 2022

Job Description:

Do you have strong analytical skills combined with the ability to connect relevant, data-driven insights with real people, processes, products, and promotions?
Are you detail-oriented and has strong written and verbal communication skills?
Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally?
Would you like to work at a multi-faceted, dynamic organization that thrives on teamwork and collaboration?

If so, we'd love to talk with you about San Mateo Credit Union's Member Data Administrator Position!

Located in the heart of the Bay Area, San Mateo Credit Union is a community-centric and growth-orientated organization that is one of the most unique and special providers of financial products, services and education in the area. We recently surpassed $1.5 billion in assets and are experiencing record-breaking performance results. Our future is bright with promise!


As part of the Marketing & Community Relations team, this position supports the credit union's data-driven efforts to gather, analyze, and report on member activity and feedback as well as administers the Net Promoter Score (NPS) program. Identifies issues and systemic trends through channels such as but not limited to NPS, social media, and other member feedback channels and captures, prioritizes, and disseminates to channel managers for improvement. This role also assists with member targeting, research, and reporting to assist promotional efforts, including management of the MCIF marketing data system.


Administer the Net Promoter Score (NPS) program, ensuring that survey emails are sent, responses tabulated, and regular reports created for management to act on key member feedback. Monitor SMCU's social feedback, including Google, Yelp, Facebook, and Twitter for similar feedback.
Assist with marketing campaigns including, but not limited to audience selection and lists, incentive payouts, and reporting
Work collaboratively to create and maintain the closed loop feedback response processes for all applicable departments including the administering of the Net Promoter Score (NPS) program, ensuring that survey emails are sent, responses tabulated, and regular reports created for management to act on key member feedback. Additionally, monitor and report on member other feedback channels including but not limited to Everest, Google, Yelp, Facebook, and Twitter.
Act as a secondary resource for channel management of platforms such as but not limited to Alkami's Flux and Visa Campaign Solutions.
Act as the primary MCIF (Marketing Customer Information File) liaison between SMCU's Information Services (IS) Department and the marketing data management vendor (Raddon) in requesting one- time and recurring audience lists, campaign reporting and research information.
Based on data needs and analysis, recommend new member surveys and focus groups, marketing programs and audiences, and product/service enhancements
Support and coordinate the introduction of and changes to deposit products and promotional rates/incentives
Ensure member data security protocols are strictly followed at all times.
Identify systemic issues to surface for evaluation of new/improved business processes
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Perform other duties and special assignments as needed.
Provides service that aligns with the Credit Union's mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.


The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to accommodate individuals with disabilities to perform the essential functions.

While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands.
Employee must occasionally lift and/or move up to 10 pounds.
Employee must occasionally work before/after the regular work shift.
These activities are not necessarily performed to the same degree and combination every day.


SMCU reflects the value placed on employees by providing the following impressive benefits in addition to competitive salary:

Medical, Dental, Vision, Life, and Long-Term Disability Insurances!
401(k) including generous matching contributions!
Semi-annual bonuses for meeting key financial and operational goals!
Discounts on financial products and services, including loans!
Paid time off, tuition reimbursement, and much more!

Apply Now for Consideration!

San Mateo Credit Union is an Equal Opportunity Employer.


Strong analytical skills combined with the ability to connect relevant, data-driven insights with real people, processes, products, and promotions.
Working capability with Microsoft Office, Excel in particular.
Strong written and verbal communication skills with the ability to provide clear, actionable requests/reports and to interface with all levels of personnel within the organization.
Detail-oriented with the ability to multi-task effectively and adhere to deadlines.
Takes initiative and is a self-starter with ideas to improve processes.

Mandatory Vaccination Policy: As a condition of employment, new hires must be fully vaccinated against COVID-19 on or before the first day of employment (subject to legally mandated exceptions).

Keywords: San Mateo Credit Union, Redwood City , Member Data Administrator (53675), Other , Redwood City, California

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