Patelco Credit Union

  • Marketing Coordinator Intern

    Job Locations US-CA-Pleasanton
    Req No.
  • 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, responsibilities will include supporting the following:

    • department’s day-to-day operations
    • production and delivery of collateral on select projects
    • print vendor management
    • budget and invoice management
    • coordination of ongoing repeating projects
    • prioritization and fulfillment of branch marketing requests
    • assistance with new branch openings, community events, and branch merchandising elements


    The successful candidate will have an amazing attitude, take initiative and be flexible with a willingness to take on any task.  Being organized, managing time and priorities well and have excellent communication skills are essential to being successful in this role.



    • Provide input and effectively participate with the marketing team in assisting as needed and volunteering ideas. Attend weekly production meetings to discuss status of current and upcoming projects in routing.
    • Manage content calendar of in-branch media channel
    • Lead small marketing projects and tactical efforts to support branches and/or marketing team
    • Source out new vendors as needed to perform printing and fulfillment. Build and establish positive working relationships with 3rd Party vendors used to satisfy branch merchandising and signage needs.
    • Track branch and general marketing requests to identify trends and then offer solutions that can address the item prior to it becoming a future request
    • Analyze administrative tasks, such as invoices and collateral deliverability, for process improvements
    • Support Marketing Manager and VP of Marketing with branch merchandising efforts
    • Coordinate, with the Senior Graphic Designer and and Marketing Managers or other Marketing Requests, the on time delivery/distribution of marketing materials to branches, printers, mail houses, individuals and/or other vendors.
    • Budget management, including invoice processing and updating budget actuals.
    • Provide ongoing reports and assessments to Management to ensure that annual and quarterly budgets are being adhered to. Create and maintain other reports as needed.
    • Support and assist with marketing plan and execution tied to branch openings and community events
    • Source and order departmental supplies, premium items for the organization, and merchandising hardware as directed by Marketing Management.


    • Education: Bachelor’s degree
    • Travel Requirements: 10-15% local travel required
    • Technical Requirements: Strong PC skills with high comfort level in MS Office and Outlook
    • Strong written and verbal communication skills required for development of campaign and projects

    • Financial services or credit union industry experience preferred, but not essential
    • Responsible for management of departmental project schedule, inventory reporting, invoice processing and other key reporting needs. The ability to manage competing priorities and deliver effectively on key initiatives is imperative.

    • Assist in fulfilling a variety of administrative tasks
    • Manage the production process from ordering to delivery for inventory items and serving as primary liaison to those vendors.
    • Utilization of project management software to maintain status report and project updates
    • Coordination of all regular member mailings and surveys


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