Chevron Federal Credit Union

Product Marketing

• Translate VP/executive deposit strategy into detailed operational execution plans and roadmaps; provide frontline insights to ensure strategies are grounded in operational reality
• Design and execute year-round deposit campaign strategy including CD promotions, seasonal campaigns, and checking/savings offers that drive member acquisition, balance growth, and retention
• Own the deposit promotional calendar, offer design, multi-channel execution, and performance optimization to maximize ROI and member value
• Advise on pricing strategy in partnership with Finance/ALCO; serve as the operational link between strategic pricing direction and deposit product execution
• Connect deposit portfolio goals to Credit Union-wide objectives and enterprise priorities, ensuring departmental work advances the whole organization
• Serve as the organization’s subject matter expert on deposit products with hands-on technical capability; personally step in to solve problems, train others, and handle critical situations
• Lead new deposit product development and product refresh initiatives from concept through launch, including requirements definition, market research, cross-functional delivery, go-to-market strategy, enablement, and post-launch optimization to drive deposit utilization and interchange growth
• Drive checking account penetration and primary account status through strategic initiatives that increase average balances and member engagement
• Monitor and optimize deposit portfolio health, campaign performance, and member behaviors through partnership with the Analytics team to build dashboards, conduct A/B tests, and translate insights into action
• Communicate clearly and concisely with executive-level stakeholders and cross-functional teams; present deposit strategy and performance results with data-driven substance and confidence

AVP, Product Marketing Manager – Deposit Solutions

Vice President

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VP, PMO

Customer Support

• Answer calls in the general workgroup and provide information to members and potential members on Credit Union membership, products and services.
• Process basic non-cash financial transactions, such as share and loan transfers, loan payments, loan advances, fee reversals, and check disbursements.
• Process basic account maintenance transaction, including but not limited to address changes and other contact information, stop payments, wire transfers, ATM and Debit Cards, and resetting passwords.
• Send members information and forms via DocuSign.
• Handle basic internet and mobile banking requests, including password changes, multi-layer authentication changes, and bill payment inquiries.
• Generate member interest in Credit Union Products and Services, making referrals when appropriate.
• Research information to resolve member requests and concerns, working closely with supervisors and other departments.
• Escalate issues in a timely manner to ensure service level agreements are met.
• Track trends and system issues to ensure accurate reporting to appropriate lines of business and management.
• Document member interactions accurately and clearly in our Customer Relationship Management system.

AVP, Product Marketing Manager – Deposit Solutions

VP, PMO

Member Support Representative