The Small Business Product Lead will collaborate with cross-functional teams to manage and develop impactful small business deposit products, optimize member experiences, and align marketing efforts with our strategic business goals. This role integrates market research, small business deposit product development, and marketing strategies to deliver innovative financial solutions that drive small business member engagement, grow market share, and enhance the impact of our credit union within the communities we serve.

Essential Duties and Responsibilities:

• Conduct market research to identify member needs, industry trends, and competitor activities for small businesses.
• Use insights from member feedback and data analytics to guide small business product development and marketing initiatives.
• Collaborate with cross-functional teams to design and develop new small business deposit products that meet evolving member needs.
• Oversee training and resources to retail and operational teams to effectively communicate small business product benefits and operational guidelines.
• Monitor product performance data to inform small business product offerings and marketing efforts.
• Collaborate with Brand/Design team and other relevant internal teams to plan and execute integrated small business marketing campaigns across various channels, including digital, social media, email, print, events, and in-branch promotions.
• Drive the creation of content and materials that effectively communicate small business product benefits and drive engagement.
• Monitor campaign performance data to refine strategies.
• Collaborate with the retail team to develop strategies that enhance member experience and growth.
• Partner with the retail team to ensure consistency in messaging, promotions, and service delivery.
• Coordinate with Community Engagement and branches to ensure community outreach and sponsorship activities to strengthen the credit union's presence in the local market.
• Prepare and track budgets for small business marketing and product development initiatives, ensuring cost-effectiveness.
• Manage relationships with vendors and agencies to support small business marketing and product development efforts.
• Ensure all small business marketing and product efforts comply with regulatory requirements and reflect the organization’s mission and value.

• Bachelor's degree in Marketing, Business, or related field.
• 5+ years of experience in marketing, preferably within financial services or credit unions.
• Knowledge of local marketing strategies and small business financial products and services.
• Experience with digital marketing channels and analytics tools.
• Creative, results-oriented, and able to work in a fast-paced environment.
• Excellent written and verbal communication skills in both Spanish and English.
• Ability to work collaboratively and manage multiple projects simultaneously.

Physical requirements: Must be able to sit for extended periods of time, use the computer and telephone to complete work, and lift up to 30 pounds at times.

The above statements are intended to describe the general nature of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties, knowledge, skills, and abilities required of individuals so classified.