Teams at SECU Credit Union

Provide personalized investment and financial planning advice to members, determine suitability of recommendations, grow and protect assets, prospect new clients, engage in community outreach, and comply with SEC/FINRA and BSA/OFAC regulations.

Analyze paid media, email, SEO/SEM, and digital campaign performance; build dashboards (CPA, ROAS, conversion rates); run A/B and incrementality tests; support attribution and budget allocation; derive member and market insights; present executive-ready reports and recommendations to optimize acquisition, retention, and product usage.

Manage and coordinate SECU's BSA governance program including policies, playbooks, document repository, risk assessment, testing, audit/exam facilitation, training, remediation, monitoring, reporting, and vendor/system access reviews while supporting projects and fostering organizational compliance culture.