Market Analytics Analyst II (On-Site)

At Redwood Credit Union, we’re dedicated to hiring talented individuals who embody the core value of "people helping people." Our collaborative and supportive work environment thrives on service, trust, and cooperation. 

Since 1950, we’ve been helping our Members achieve their financial goals, with a focus on providing better rates, low or no fees, and exceptional service. As a not-for-profit financial institution, we take pride in making a positive impact by elevating our Members’ financial well-being through expanded product offerings and personalized service. 

Our commitment to the community shines through our involvement in volunteering, sponsorships, fundraising, and partnerships with local organizations. We believe in investing in our communities with time, energy, and resources. 

Why work for Redwood Credit Union?

• Voted Best Places to Work in the North Bay 19 years in a row

• Recognized by Newsweek as one of "America's Best Credit Unions 2024 to 2025"    

• World-class Employee Engagement scores

• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate

• Outstanding Benefits Package, including discounts on products                                                                                                                                                                                                                                                                                  

Join us and discover why you'll love working at Redwood Credit Union! 

Redwood Credit Union is looking for a Market Analytics Analyst II, who will be responsible for analyzing data, Member demographics and behavior that results in actionable insights to support internal objectives, product development, and market penetration. The team provides standard reports and analytics to the product owners and management that drive decisions on product, service, geography, and channels. Use business data to identify and segment target audiences. Conduct competitive and market research and analysis. Responsible for a variety of functions needed to support the organization’s goals and strategic initiatives.

ESSENTIAL FUNCTIONS:

Department Operations

• Convert data into useful insights used to drive decision making. Use the data warehouse, MCIF system, or third-party systems along with other data tools and resources to target key audiences. Provide regular reporting and analysis and provide recommendations.

• Develop segmentation strategies to contribute to the expansion of relationships.

• Proactively identify opportunities for income generation.

• Provide information from the data warehouse and/or MCIF and/or work with other departments/vendors to retrieve, review, analyze and communicate key data, results, trends, and implications.

• Provide market share data and analysis.

• Collect and analyze data on Member demographics, preferences, needs, and buying habits to identify potential markets and factors affecting product demand.

• Work with Marketing and Communications/PR Department staff to assist with pre and post data and results analysis for marketing campaigns to determine effectiveness and Return on Investment (ROI), including developing ROI templates. Review regional and national economic data, prior promotional results and suggest strategies for enhanced target marketing and results.

• Utilize the data warehouse and/or MCIF and other data to perform market, competitive, product and channel research. Conduct research and collect data for planning initiatives. Provide analysis, summary comments and recommendations; effectively communicate this information.

• Prepare reports of findings, illustrating data graphically when appropriate, and translate complex findings into written text that includes analysis, insights, implications, and recommendations.

• Seek and provide information to help the Credit Union determine its position in the marketplace.

• Work with the Credit Union’s Information Technology department to ensure proper data maintenance, uploads, and security.

• Provide support on a variety of projects, events, and efforts.

• Provide excellent service to Members, Officials, management, staff, vendors, and community contacts and ensures positive relationships with a diverse group of people.

• Support management and staff with written/verbal communications and provide reports that include strategic and tactical recommendations to ensure effective results, to include using predictive analytics and tools that aid in targeting.

• Participate as a team player in the Market Analytics department and across the organization.

Competitive and Market Research

• Act as key resource to support market research efforts to include running reports and analyzing data to make recommendations. Resources include Callahan, S&P, CUNA, or other sources that include economic or competitor data, Member surveys, focus groups or other quantitative and qualitative research needed by the organization.

• May conduct other surveys of the membership and potential Members, including working with the Credit Union’s Digital Experience department to place surveys on the company website, communicating to staff, tracking, and reporting results.

• May provide analysis and reports as requested to support ALCO.

• Provide support to Credit Union advocacy efforts by providing research, analysis, reports, and communication.

• Follow policies and procedures; report changes as needed.

• Stay up to date by attending training, reviewing professional publications, monitoring industry statistics, following trends, interfacing with vendors/business partners, networking and maintaining professional relationships to enhance technical knowledge.

• Advanced knowledge of a data warehouse, MCIF, Customer Relationship Management or similar database systems.

• Experience working with large datasets. Ability to query, aggregate, and manipulate data using SQL and/or Python.

• Reporting experience through SQL, Tableau, Python preferred.

• Analytical aptitude to explain why through data. Able to analyze, describe, and explore Member behavior.

• Experience with Python preferred.

• Predictive modeling experience a plus.

• Knowledge of statistical packages and/or data mining applications.

• Knowledge of survey methods, tools, resources, and techniques.

• Translate business requirements into technical solutions.

• Proficient in computer skills including Word, Excel, PowerPoint, mapping software and MCIF systems or similar database systems.

• Excellent organizational skills and ability to prioritize and successfully manage multiple tasks and deadlines simultaneously.

• Ability to analyze situations and make recommendations.

• Ability to effectively research, analyze and report data. Also has ability to make recommendations based on data findings.

• Strong communication skills, including verbal, written and presentation skills.

• Ability to establish and maintain effective working relationships with a diverse group of people.

• Ability to stand, bend, stoop, sit, walk, twist, and turn.
• Ability to lift up to 15 pounds.
• Ability to use a computer keyboard and calculator.
• Work environment is indoors; majority of the time is spent sitting at a desk.

The ideal candidate has a combination of education and experience equivalent to a bachelor’s degree in economics, business administration, data analysis, math, statistics or similar, plus a minimum of three years of related experience.

Compensation: Base starting range: $37.00 to $49.00 per hour commensurate with experience.

Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

Redwood Credit Union offers a robust benefits package to our eligible employees including:

•  Competitive medical, dental, and vision insurance, mental health offerings

•  Employee performance incentive plan

• Salary Advancement– Merit increase based on performance

• 401(k) program with employer match

• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!

RCU Discounts and Perks:

•  RCU employees are eligible for a .75% discount off RCU standard collateral auto loans

•  RCU employees are eligible for a 1% discount on all recreational or boat loan products

• 2% discount off Visas and LOC Loans through RCU

• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.

• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.

• 0% interest on garment, fitness, or home office equipment loan of up to $500

• 100% financing for employee purchased homes!

Internal Team Members

If you are a current Team Member, please apply through the internal careers page located in RCUNET.

                                         We are an Equal Opportunity Employer