Patelco Credit Union

  • Member Data Specialist

    Job Locations US-CA-Pleasanton
    Req No.
    Regular Full-Time
  • Overview


    We’re here to help people in communities throughout Northern California build financially healthy livesWe do this by being attentive and partnering with our members to understand what is financially best for them. We thrive on change, and we put people first. If you’re looking to use your skills and knowledge to make a difference in the lives of others, we look forward to hearing from you.

    About Patelco Credit Union    

    Patelco is a not-for-profit credit union, serving the financial needs and aspirations of more than 300,000 members. What we earn, we return to our members in savings from lower loan rates, fewer fees, and personalized service that focuses on transparency, simplicity, and trust. Our mission remains the same as when we started in 1936, to provide products, services, education and expertise that will empower our members to rise up and achieve financial freedom. 


    The Opportunity

    In this role you will be responsible for assisting in the planning and development of all data-driven Marketing campaigns. This critical member of the team provides support in the development and quality assurance of data delivered to business partners. The candidate should have strong analytical capacity, methodical attention to detail and be able to execute on multiple concurrent projects. Someone who thrives in a fast moving, evolving environment while partnering and working effectively cross functionally with business partners to deliver data needs.  



    • Research, extract and prepare member data for marketing campaigns
    • Provide quality control assurances and lead review process of data prior to delivery
    • Support measurement and monitoring of all marketing campaigns to membership, and report results to departments and business partners as requested
    • Analyze and evaluate members for marketing opportunities based on an understanding of demographic segmentation, household profile and product ownership
    • Coordinate with internal and external resources to effectively mine the MCIF for data allowing for development of targeted member communications
    • Serve as department expert and guide on developing appropriate creative executions and communications based on member data knowledge
    • Recommend enhancements and opportunities for more effective use of existing research tools
    • Provide analytical support for ongoing member initiatives, providing recommendations for product offers, campaign timing and market segments
    • Develop and maintain dashboards that clearly summarize key findings to stakeholder


    • Extreme attention to detail
    • Excellent listening, oral and written communication skills
    • Expert in developing data driven recommendations and analysis to support marketing campaigns
    • Ability to explain complex data requirements to business partners, are able to think about the big picture when communicating, and can summarize technical details succinctly
    • Impressive organizational skills and an eye for consistency
    • Process and metrics driven with ability to consistently prioritize workflow with heavy emphasis based on business impact
    • Flexible with changing work priorities in extremely fast-moving business environment


    • College degree in Marketing, Business, Statistics, or related field
    • 2-5 years of relevant data or analytics experience (Financial Services experience a plus)
    • Advanced Excel, Word, Access, and MCIF systems skills

    Physical Activities/Requirements

    • This role is based in our Pleasanton Headquarters

    Patelco Credit Union is an EO Employer - M/ F/ Veteran/ Disability


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