Marketing Content & Engagement Specialist

Financial Partners Credit Union is member-owned and built around helping people save money, make money, and save time. With over $2.2 billion in assets, 93,000 members, and locations across California, the Credit Union focuses on long-term, lifetime financial partnerships. In this onsite role in Costa Mesa, CA, you will develop the content and engagement experiences that support member communication goals.

As the Marketing Content & Engagement Specialist, you will develop written content, plan member campaign communications and email journeys, and manage social media and online reputation activities. You will work closely with the Marketing team, Business Intelligence (BI), and business partners to ensure communications are accurate, timely, and aligned to member engagement objectives. The position reports to the Marketing Director and offers a salary range of $72,000 to $82,000 per year.

Responsibilities

• Write, edit, and proofread email, social media, website, campaign, and member communications, maintaining a consistent brand voice, clear calls to action, and accurate product and service information.
• Collaborate with Marketing, BI, and business partners to develop member journey briefs, defining objectives, audiences, entry triggers, communication timing, messaging, and exit criteria, and documenting content and creative requirements.
• Prepare email copy and creative requirements for Salesforce Marketing Cloud journeys and coordinate content deliverables with Marketing and BI to match approved briefs and project schedules.
• Review email appearance and the member experience, including message sequence, clarity, links, calls to action, and alignment with the approved brief; document feedback, coordinate revisions, and support launch readiness through the established review and approval process.
• Review journey results and member feedback with Marketing and BI, recommending and coordinating improvements to content, timing, and the member experience.
• Manage the social media calendar for Instagram, Facebook, X, LinkedIn, and TikTok, developing content, coordinating creative assets, obtaining required approvals, and publishing according to approved schedules.
• Monitor social media activity and engage with community members using approved guidance, coordinating responses to questions and comments and referring service issues or sensitive matters to the appropriate internal partners.
• Monitor and respond to reviews on app store platforms, Google, and Yelp using approved guidance, documenting recurring concerns and coordinating follow-up with internal partners.
• Prepare social media and reputation management reports, identify trends in engagement and member feedback, and recommend improvements to content or responses.
• Coordinate assignments, deadlines, revisions, and approvals with Marketing, BI, and business partners while maintaining current task status and delivering approved content within established timelines.
• Apply brand standards, editorial guidelines, and approved review procedures to all communications, protect confidential member information, and escalate content or response concerns through established channels.

Requirements

• Bachelor’s degree in Marketing, Communications, Digital Media, or a related field preferred; equivalent education and relevant work experience may be considered.
• 2 to 3 years of professional experience in marketing, social media, or related roles, with financial services experience preferred.
• Demonstrated experience in copywriting, editing, content development, social media publishing, community engagement, and online reputation management.
• Ability to write and edit clear, accurate content for email, social media, websites, campaigns, and member communications, adapting tone and format to the audience and channel.
• Experience planning communications or member journeys, including developing briefs that define objectives, audiences, triggers, timing, messaging, and exit criteria.
• Working knowledge of email marketing and automated journey concepts, including the ability to prepare content and creative requirements and review email appearance and the member experience.
• Experience managing content calendars, publishing, and monitoring activity on Instagram, Facebook, X, LinkedIn, and TikTok.
• Experience responding to social media interactions and online reviews in accordance with organizational guidance, including identifying and escalating sensitive issues.
• Working knowledge of graphic design principles and tools, with the ability to create social media graphics aligned with established brand standards.
• Ability to interpret content performance metrics and member feedback and translate findings into practical improvements.
• Strong organizational skills, attention to detail, and the ability to manage multiple assignments, meet deadlines, and maintain reliable follow-through.
• Familiarity with Salesforce Marketing Cloud and financial services communications preferred.

Technologies

• Salesforce Marketing Cloud, Instagram, Facebook, X, LinkedIn, TikTok, Google, Yelp

Purpose

The Marketing Content & Engagement Specialist develops written content, plans member campaign communications and email journeys, and manages social media and online reputation activities for the Credit Union. Reporting to the Marketing Director, the role collaborates with Marketing, BI, and business partners to deliver accurate, timely communications that support member engagement and business objectives.

What Makes Financial Partners Credit Union Different

• Member-owned, not Wall Street.
• Mission to build lifetime financial partnerships.
• Focus on saving money, making money, and saving time for members.
• Over $2.2 billion in assets, 93,000 members, and branches across California from South San Francisco to San Diego.