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Develops data-driven marketing strategies and plans connecting business goals, audiences, channels, budgets, timelines, and measurable outcomes. Establishes KPIs, analyzes campaign performance, and provides actionable recommendations across paid, owned, and earned channels. Supports brand positioning, messaging, personas, and member journeys while presenting recommendations to credit union clients. Manages multiple priorities, contributes to proposals and quality reviews, and collaborates with internal specialists and account teams.

Perform daily bookkeeping for credit union clients: post and balance journal entries (ACH, share drafts, cards, ATM, corporate statements), produce end-of-day and month-end general ledger reports, reconcile accounts, respond to client requests via Zendesk/email, provide backup coverage, and complete ACH training and special balancing projects.

Provide advanced bookkeeping support for credit union partners, including month-end reconciliation, conversion posting, daily auditing, Call Report (5300) processing, shared branching maintenance, and backup support. Create processing guides, maintain QC standards, train and support Bookkeeping I/II staff, and handle exception processing and general ledger balancing.

Oversee daily bookkeeping operations for credit union clients, manage workload and team performance, audit EOD/EOM reconciliations, escalate and resolve complex balancing and exceptions, coach and train specialists, support client transitions, maintain operational documentation, and provide hands-on bookkeeping backup as needed.