Retail Banking Marketing Lead

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Position Summary

The Retail Banking Marketing Lead serves as the primary strategic marketing partner for the Retail Banking team. This position plays a key role in driving awareness adoption and satisfaction for retail banking products and experiences through integrated multi-channel marketing initiatives. By aligning closely with product experience and retail leaders this role ensures marketing efforts are member-centric data-informed and aligned with business goals.

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.

• Works with purpose and is driven to provide the best team member experience.

• Act as the main marketing point of contact for the Retail Banking team offering consultative support and strategic guidance.

• Partner with product and experience teams to support go-to-market strategies for new and existing offerings for deposit lending and wealth management products.

• Collaborate with retail leadership to understand goals challenges and opportunities at the branch level and convert these into effective marketing plans.

• Lead go-to-market execution for enhancements across both physical and digital retail banking experiences.

• Manage multi-channel marketing campaigns to promote product adoption deepen member engagement and enhance satisfaction.

• Work closely with creative digital and analytics teams to ensure impactful targeting messaging and performance measurement.

• Utilize member and market research to guide messaging positioning and strategy development.

• Track campaign performance and key retail metrics providing actionable insights and optimization recommendations.

• Oversee the development of in-branch signage and marketing materials that reflect brand standards and communicate clearly.

• Lead brand governance efforts across the branch network including regular audits of the in-branch experience to ensure consistent representation of the Wellby brand and alignment with brand and experience standards.

• Partner with internal communications teams to ensure branch team members are informed and prepared to support marketing efforts.

• Performs other related duties as assigned.

Knowledge Skills and Abilities (KSA)

• Knowledge of Wellbys organizational functions and general operating policies and procedures.

• Knowledge of secretarial practices and procedures business English spelling and punctuation.

• Knowledge of personal computer utilizing Microsoft Office Suite and other softwares.

• Knowledge of consumer banking products services and market trends.

• Knowledge of marketing elements and channels (including traditional and digital marketing) copywriting and market research methods.

• Knowledge of marketing measurement and metrics.

• Knowledge of project management principles and comfort using platforms such as Asana Trello or to manage timelines deliverables and collaboration.

• Skilled in operating computer equipment and general office machines such as personal computers copiers projection equipment audio/video Microsoft Teams Zoom Video Communications and adding machines.

• Skilled in operating marketing and communication tools such as Canva social media platforms and digital content management system.

• Ability to work collaboratively and openly share ideas as part of a cross-functional team.

• Ability to thrive in a fast-paced team environment and manage time well.

• Ability to communicate clearly and concisely orally and in writing.

• Ability to efficiently understand and follow oral and written instructions perform routine duties without close supervision and establish and maintain effective working relationships with other team members.

• Ability to coordinate several concurrent activities simultaneously.

• Ability to exercise independent judgment.

• Ability to professionally and respectfully provide and receive feedback.

• Ability to hold oneself accountable.

Supervisory Responsibilities

• The team member does not have supervisory responsibilities.

Complexity & Scope of Work

• The team member will ensure policies procedures and programs are consistently administered aligned with organizational goals and compliant with professional standards.

• The team member performs routine and generally related tasks without supervisory direction.

• Tasks may occasionally have to be coordinated integrated and/or prioritized.

• Courses of action are determined by established procedures and/or their leader.

• The team members work is reviewed periodically for accuracy completion and compliance with the policies and procedures.

• The team member uses independent judgment in making decisions.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform essential functions.

• To perform this job successfully the team member is frequently required to remain in a stationary position 50% of the time. Daily movements include sitting standing reaching and grasping; operating computers and other office equipment; moving about the office; and attending possible onsite and offsite meetings.

• The team member must be able to exchange information in person in writing and via telephone. Some degree of stress results from contact with management and other team members.

• The ability to observe details at close range (within a few feet of the observer).

• Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.

• The noise level in the work environment is usually moderate.

• Work involves the typical risks and discomforts associated with an office environment but is usually in an adequately cooled heated lighted and ventilated area.

Minimum Qualifications

• Bachelors degree in marketing business communications or a related field is required.

• Minimum five (5) years of marketing experience ideally in financial services or retail banking. One year of experience may be substituted for one year of required education.

• Proven experience developing and managing integrated marketing campaigns across multiple channels (digital print in-branch email social media etc.).

• Strong understanding of consumer banking products services and market trends.

• Experience collaborating with product and retail teams to support launches and lifecycle marketing.

• Bondable

For All Candidates

This is a Full-Time Salary (exempt) role.

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race color religion sex national origin age disability genetic information sexual orientation gender identity or expression pregnancy veteranstatusor any other legallyprotected characteristic. If youd like more information about your EEO rights as an applicant under the law please contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation please email or call for assistance.

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities duties and skills required of personnel so classified. Furthermore they do not establish a contract for employment and are subject to change at the discretion of the Company.