Data Analyst-Marketing Member

At Blue, we discover pathways to realize your possibilities! Our Marketing & Member Date Analyst serves as the central data engine and strategic advisor for marketing, member experience, and institutional growth. This high-impact role blends quantitative data engineering (SQL querying, audience file generation, dashboard design) with qualitative member journey analytics (survey sentiment, engagement drivers). The analyst translates complex metrics into clear narrative strategies, presenting actionable recommendations to senior leadership to address root causes and optimize institutional ROI.

Major Duties and Responsibilities

• Audience Engineering & SQL Pipeline Development: Write, optimize, and maintain advanced SQL queries (multi-table joins, CTEs, window functions) across core banking systems, data warehouses, and MCIF/CRM platforms; engineer and deliver high-precision audience segmentation files and suppression logic for omni-channel campaigns (direct mail, digital ads, email, etc). Enforce validation protocols, data hygiene, and regulatory compliance (GLBA, CAN-SPAM, FCRA, Fair Lending); automate recurring data extractions to reduce manual friction and accelerate campaign go-to-market cycles
• Member Journey, Behavioral & Predictive Analytics: Integrate quantitative core data (product penetration, interchange volumes, digital adoption) with qualitative sentiment (NPS, member effort scores, onboarding feedback) to assess full member lifecycle dynamics; conduct root-cause analyses on acquisition, cross-sell propensity, deposit elasticity, and attrition/dormancy risks. Build Python (Pandas, NumPy, Scikit-Learn) workflows for exploratory analysis, persona clustering, and predictive conversion modeling; design and measure A/B and multivariate campaign tests with clear attribution (acquisition cost, ROAS, portfolio growth, lifetime value).
• Enterprise Dashboard Architecture & Semantic Data Modeling: Architect and maintain interactive enterprise dashboards and semantic data models in Power BI (advanced DAX, Power Query) or Tableau to monitor institutional KPIs, campaign effectiveness, and operational touchpoints. Partner cross-functionally (Retail Branches, Lending, Wealth Management, etc) to translate ambiguous business questions into automated reporting solutions; maintain data dictionaries, audience logic, reporting catalogs, and lineage documentation.
• Executive Advisory & Strategic Data Storytelling: Synthesize findings into compelling executive-level presentations, visual scorecards, and narrative business cases for Senior Leadership and Committee review. Serve as internal strategic consultant to department heads, providing data-backed recommendations on product design, pricing sensitivity, branch operations, and member retention; champion self-service dashboard adoption and metrics interpretation across the organization.
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Knowledge and Skills

Experience

Three years to five years of similar or related experience, including preparatory experience. Advanced SQL Mastery: Proven ability to write, debug, and optimize complex multi-table joins, subqueries, CTEs, and window functions against enterprise relational databases. BI & Data Modeling Expertise: Demonstrated experience building end-to-end data models and dashboards in Power BI (including DAX and data shaping) or Tableau. Statistical Scripting: Working knowledge or active application of Python (Pandas, NumPy, Scikit-Learn) for data manipulation, process automation, and predictive modeling. Preferred Domain Knowledge: Direct experience with core financial processing systems (e.g., Jack Henry Symitar/Episys, Corelation Keystone, Fiserv) and MCIF/CRM platforms. Familiarity with member survey/experience platforms (Qualtrics, Medallia, MemberXP) and integrating survey sentiment with transactional datasets.

Education/Certifications/Licenses

A bachelor’s degree in data Analytics, Computer Science, Statistics, Economics, Finance, Marketing Analytics, or equivalent quantitative discipline/ work experience. [3–5+ years querying complex databases, engineering marketing/member audience files, and building enterprise reporting solutions, ideally within financial services (Banks or Credit Unions) or data-intensive consumer industries].

Interpersonal Skills

A significant level of trust, credibility and diplomacy is required. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance.

Other Skills

Strong analytical spreadsheet and communication skills, demonstrated ability to handle multiple projects simultaneously, new product development, packaging design, competitive analysis, consumer promotion, advertising media and copy, scan data analysis. Familiarity with MCIF systems, CD-ROM directories and market data on disc, survey research and statistical analysis software, mapping software, market research directories and online data services.

FULL TIME POSITION

Starting Range: $63,911.72 - $71,611.93

Full Range: $61,601.65 - $92,402.48

ADA Requirements

Physical Requirements

Is able to bend, sit, and stand in order to perform primarily sedentary work for long periods of time with limited physical exertion and occasional lifting of up to 20 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely sustain repetitive motion while using computer keyboard for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

Mental and/or Emotional Requirements

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

For more information about being a Blue employee please check out these links for a glimpse at the culture and opportunities we strive to provide for our employees:

Employee Benefits

Culture BluePrint

Working at Blue Video

At Blue Federal Credit Union, we don’t just accept difference – we celebrate it! We are committed to providing an inclusive and welcoming environment for all our staff and members. Blue FCU is proud to be an equal opportunity workplace. We will consider applicants for this position without regard to any category protected by applicable federal, state or local law, including but not limited to race, color, religion, sex (including pregnancy), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors. All employment decisions are made based on qualifications, merit, and business need.