Marketing Specialist

JOB SUMMARY: Under the direction of the Director of Marketing & Retail Banking, the Marketing Specialist will be responsible for assisting in marketing and sales initiatives that are focused on growing the bank’s lines of business, building and protecting the company brand, increasing visibility and awareness, and improving the customer experience.  The incumbent will work closely with bank partners to implement and track sales and cross-selling initiatives; assist in the design of sales and marketing campaigns; support branch business plans and outreach; organize, manage and staff events; and work with partners to improve staff and customer adoption of technology.  The Specialist will work with others in implementing projects, sales and cross-selling activities; check postings, track and assist in managing social media; and manage email marketing newsletters and initiatives.   



·        Implements, composes and manages Email marketing to customer base segments and prospects

·        Assists bank partners with marketing and sales support for customer outreach as well as community activities, events and presentations

·        Assists in market and competitor research

·        Creates reports utilizing a report writer so that activities can be tracked to determine effectiveness of sales initiatives as well as customer/account growth; attrition; household penetration; account adoption, etc.

·        Assists in developing and communicating marketing and sales initiatives including onboarding, sales campaigns; internal sales competitions; tracking account/customer growth and attrition.

·        Works with partners and vendors to post articles, photographs, videos, documents, and other communication on digital properties including website, Intranet, and social media.

·        Assists in developing a comprehensive customer feedback system that assesses customer satisfaction and identifies gaps for corrective actions

·        Assists in development of a customer referral program

·        Assist in writing content for email marketing, website, intranet, advertising, social media, news releases, and other content

·        Prepares tracking and follow-up for customer complaints and other communication.

·        Assists in meeting preparation, takes meeting notes, provides clean-up, and follow-up activities as needed

·        Maintains marketing and sales files including documentation of ads, compliance reviews, campaign memos, and budget 

·        Builds, prepares, and distributes sales, activity, and performance reports

·        Processes invoices for payment

·        Maintain inventory of promotional items and arrange for distribution to bank and meeting locations

·        Ensures prompt, friendly, and efficient service to customers (internal and external)

·        May represent the bank at public functions and assist in community activities

·        Maintains a high level of knowledge and procedural expertise in bank products and services in support of retail and marketing initiatives

·        Promotes team spirit throughout the Bank

·        Performs other duties and responsibilities as assigned


·        Minimum 2-3 years experience in Sales and Marketing is required

·        Experience in a financial institution is highly preferred.

·        Understanding of and experience in market research, net promoter scoring, surveys and interpreting results tracking changes over time.

·        Experience in digital channels (social media, website, intranet) is required.

·        Retail experience in product sales, preferably in financial services, is strongly preferred.

·        Excellent communication skills – both written and verbal.  Must be able to compose letters, emails, newsletters, news releases, and other content to inform customers, prospects, and the public. 

·        Excellent organizational and time-management skills.

·        Ability to manage projects to successful conclusion.

·        Proficiency with personal computers and related software packages including the Microsoft Office Suite of products,

·        Excellent inter-personal skills - to develop strong working relationships with bank partners, vendors and the public.

·        Willing attitude with a strong desire to learn. 

·        Ability to work in a fast-paced environment with multiple projects and deadlines with changing priorities.

·        Ability to multi-task.

·        Experience with Adobe Photoshop, Illustrator and/or InDesign highly desirable.

·        Demonstrates high level of professionalism in behavior, attitude, judgment, communication and initiative with customers and employees.


Physical Demands- While performing the duties of this job, the employee is regularly required to stand; walk; sit; use of hands and fingers to feel or handle equipment and files; reach with hands and arms and talk and hear.  The employee is occasionally required to climb or balance and stoop, kneel, crouch or crawl.  The employee must regularly lift and/or move up to 2.5 pounds.  The employee occasionally lifts and/or moves up to 25 pounds.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Work Environment- The work environment is at a desk and may be in plain view of customers who may ask for assistance.  The environment can get noisy during pay days and holidays.  All areas are air conditioned and heated.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

FIRST BANK & TRUST is an EEO employer - M/F/Vets/Disabled
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