📌 Core Information
🔹 Job Title: Marketing Events Strategist
🔹 Company: Mountain America Credit Union
🔹 Location: Sandy, Utah
🔹 Job Type: Full-Time, On-Site
🔹 Category: Marketing
🔹 Date Posted: May 23, 2025
🔹 Experience Level: 5-10 years
🔹 Remote Status: On-site
🚀 Job Overview
Key aspects of this role include:
- Executing a wide range of events, including branch openings, community gatherings, business development events, and sports marketing initiatives.
- Representing the Credit Union professionally within the community and among Mountain America’s team members.
- Taking ownership of logistics and budget management for assigned events.
- Collaborating with marketing leadership to enhance products and services through strategic events.
ASSUMPTION: This role requires a high level of organization, strong communication skills, and the ability to manage multiple projects simultaneously. It also involves some travel and weekend work.
📋 Key Responsibilities
✅ Marketing Events Strategy & Execution: Support the Marketing Events strategy, execute product marketing strategies, develop proposals for promotions and events, conduct research, recommend event venues, and provide regular reports on events.
✅ Events Planning & Execution: Plan and execute events, coordinate social media needs, administer project management, develop and execute comprehensive event plans, ensure brand experience, propose new ideas, and plan and execute Executive team business development events.
✅ Team Management & Development: Partner with Marketing Events Manager to develop and lead training content for quarterly staff training.
✅ Stakeholder & Contract Management: Own certain marketing partnerships with vendors, work with the marketing department and internal departments, and personally represent MACU in interactions with event attendees.
✅ Budget Management, Equipment Oversight, and Event Logistics: Maintain and track inventory of all event giveaway items, oversee logistical aspects of designated events, and manage assigned event budgets.
ASSUMPTION: The role involves a high level of multitasking, requiring the ability to manage multiple events simultaneously and adapt to changing priorities.
🎯 Required Qualifications
Education: Bachelor's degree from an accredited institution in business, marketing, finance, or a related field preferred. An additional three years of progressive professional experience may be substituted in place of a degree.
Experience: Four or more years of marketing, public relations, or events experience.
Required Skills:
- Advanced skills with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel.
- Experience with analytical and reporting software preferred.
- Demonstrated ability to clearly express ideas, methodology, results, and recommendations verbally, in writing, and through insightful reports and graphic illustrations.
- Demonstrated ability to document outcomes and present information in a manner appropriate for key stakeholders and all levels of the organization.
- Ability to work both autonomously and collaboratively in a fast-paced environment.
- Self-starter with strong organizing and time management skills and the ability to work productively and efficiently in a fast-paced environment with multiple projects and timelines.
- Knowledge of credit union products and services preferred.
- Ensure compliance with regulatory requirements for all event activities.
- Adaptive to change, responds positively to altered circumstances or conditions.
- Take initiative to be a problem solver and provide suggestions to improve processes and efficiencies.
- Excellent interpersonal skills including writing and verbal communication.
- Valid driver's license and good driving record required.
Preferred Skills:
- Experience with event planning software.
- Bilingual or multilingual skills.
ASSUMPTION: Strong communication skills, both written and verbal, are crucial for this role. Additionally, experience with event planning software and bilingual/multilingual skills would be beneficial but not required.
💰 Compensation & Benefits
Salary Range: $65,000 - $85,000 per year (Based on industry standards for a Marketing Events Strategist with 5-10 years of experience in the financial services industry in Utah)
Benefits:
- Health, dental, and vision insurance
- 401(k) retirement plan with company match
- Paid time off (vacation, sick, and holidays)
- Employee discounts on financial services
- Professional development opportunities
Working Hours: Full-time, typically Monday-Friday, 8:00 AM - 5:00 PM. Some evenings, weekends, and overnight travel may be required.
ASSUMPTION: The salary range provided is an estimate based on industry standards for a Marketing Events Strategist with the required experience level. Benefits are subject to change and may vary based on employment status.
📌 Applicant Insights
🔍 Company Context
Industry: Mountain America Credit Union operates in the competitive financial services industry, offering a wide range of banking, lending, and investment services to its members.
Company Size: With over 1,000 employees, Mountain America Credit Union is a mid-sized organization that offers a collaborative work environment and opportunities for growth and development.
Founded: Established in 1934, Mountain America Credit Union has a long history of providing financial services and community involvement.
Company Description:
- Mountain America Credit Union is committed to guiding its members to achieve their financial dreams.
- The company offers a range of products and services, including checking and savings accounts, loans, investments, and business services.
- Mountain America Credit Union is an Equal Housing Lender and is insured by the NCUA.
Company Specialties:
- Banking
- Credit union
- Loans
- Checking accounts
- Savings
- Investments
- Business accounts
- Mortgages
Company Website: http://www.macu.com
ASSUMPTION: Mountain America Credit Union is a well-established financial institution with a strong commitment to its members and the community. Its size and history provide stability and opportunities for career growth.
📊 Role Analysis
Career Level: This role is at the mid-career level, requiring a significant amount of experience and expertise in marketing, public relations, or events.
Reporting Structure: The Marketing Events Strategist reports directly to the Marketing Events Manager.
Work Arrangement: This is an on-site position at the Mountain America Center, with some travel and weekend work required.
Growth Opportunities:
- Progression to a Marketing Events Manager or similar leadership role within the marketing department.
- Expansion of responsibilities to include additional events or marketing initiatives.
- Opportunities to gain experience in other areas of the marketing department or the broader organization.
ASSUMPTION: This role offers opportunities for career growth and development within the marketing department and the broader organization. Strong performance in this role could lead to increased responsibilities and leadership opportunities.
🌍 Location & Work Environment
Office Type: The primary office for this role is at the Mountain America Center, a modern and collaborative work environment.
Office Location(s): 9800 S Monroe St, Sandy, Utah 84070, US
Geographic Context:
- Sandy, Utah, is located in the Salt Lake City metropolitan area, offering a mix of urban and suburban living.
- The area is known for its outdoor recreation opportunities, including hiking, skiing, and water sports.
- The cost of living in Sandy is relatively affordable compared to other major metropolitan areas in the United States.
Work Schedule: Full-time, typically Monday-Friday, 8:00 AM - 5:00 PM. Some evenings, weekends, and overnight travel may be required.
ASSUMPTION: The work environment at Mountain America Credit Union is collaborative and supportive, with a focus on teamwork and professional development. The location in Sandy, Utah, offers a mix of urban and suburban living with ample opportunities for outdoor recreation.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screen with the Human Resources team
- In-person or video interview with the hiring manager
- Final interview with the Marketing Events Manager and other team members
- Background check and offer extension
Key Assessment Areas:
- Event planning and management skills
- Communication and interpersonal skills
- Problem-solving and adaptability
- Knowledge of credit union products and services
Application Tips:
- Tailor your resume and cover letter to highlight your event planning and management experience, as well as your communication and interpersonal skills.
- Be prepared to discuss your experience with event planning software and any bilingual or multilingual skills you may have.
- Research Mountain America Credit Union and be ready to discuss how your skills and experience align with the company's mission and values.
ATS Keywords: Event Planning, Marketing Strategy, Public Relations, Project Management, Budget Management, Microsoft Office Suite, Credit Union Products, Community Engagement, Brand Management
ASSUMPTION: The application process for this role is typical for a mid-sized financial institution. Applicants should highlight their event planning and management experience, as well as their communication and interpersonal skills, in their application materials.
🛠️ Tools & Technologies
- Microsoft Office Suite (Outlook, Word, PowerPoint, Excel)
- Event planning software (e.g., Cvent, Eventbrite, or similar)
- Analytical and reporting software (e.g., Tableau, Power BI, or similar)
ASSUMPTION: The primary tools and technologies used in this role are Microsoft Office Suite and event planning software. Familiarity with analytical and reporting software is preferred but not required.
👔 Cultural Fit Considerations
Company Values:
- Member-focused
- Integrity
- Excellence
- Teamwork
- Accountability
Work Style:
- Collaborative
- Adaptable
- Results-driven
- Professional
Self-Assessment Questions:
- Do you have a proven track record of successfully planning and executing events?
- Are you comfortable working in a fast-paced, collaborative environment?
- Do you have strong communication and interpersonal skills, with the ability to build and maintain relationships with vendors and other stakeholders?
ASSUMPTION: Mountain America Credit Union values a collaborative, member-focused work environment. Applicants should be comfortable working in a team and have strong communication and interpersonal skills.
⚠️ Potential Challenges
- Managing multiple events simultaneously, requiring strong organizational skills and the ability to prioritize tasks.
- Working evenings, weekends, and overnight travel, which may impact work-life balance.
- Adapting to changes in event plans or priorities, requiring flexibility and adaptability.
- Ensuring compliance with regulatory requirements for all event activities, requiring a strong understanding of relevant regulations and guidelines.
ASSUMPTION: The role of Marketing Events Strategist presents several challenges, including managing multiple events simultaneously, working non-standard hours, and ensuring compliance with regulatory requirements. Applicants should be comfortable working in a fast-paced, dynamic environment and be able to adapt to changes in priorities.
📈 Similar Roles Comparison
- Compared to other event planning roles, this position requires a higher level of experience and a broader range of responsibilities, including budget management and stakeholder management.
- In the financial services industry, event planning roles often focus on community engagement and brand awareness, with a strong emphasis on regulatory compliance.
- Career progression in event planning roles typically involves moving into leadership or management positions within the marketing department or the broader organization.
ASSUMPTION: The role of Marketing Events Strategist at Mountain America Credit Union is similar to other event planning roles in the financial services industry but requires a higher level of experience and a broader range of responsibilities. Career progression in this role typically involves moving into leadership or management positions within the marketing department or the broader organization.
📝 Sample Projects
- Planning and executing a branch grand opening event, including coordinating with vendors, managing the event budget, and ensuring regulatory compliance.
- Developing and implementing a community engagement strategy, including planning and executing events that align with the company's brand and values.
- Managing an Executive team business development event, including coordinating with internal stakeholders, managing the event budget, and ensuring a strong brand experience.
ASSUMPTION: These sample projects illustrate the range of responsibilities and the level of detail required for the role of Marketing Events Strategist at Mountain America Credit Union.
❓ Key Questions to Ask During Interview
- Can you describe the typical event planning process and how this role fits into that process?
- How does this role collaborate with other departments within the organization, such as marketing, business development, and community engagement?
- What opportunities are there for professional development and growth within the marketing department and the broader organization?
- How does the company support work-life balance for employees in this role?
- What are the most challenging aspects of this role, and how can I best prepare to succeed in them?
ASSUMPTION: These key questions help applicants better understand the role, the company culture, and the opportunities for professional development and growth. Asking these questions demonstrates a strong interest in the role and a commitment to success.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your event planning and management experience, as well as your communication and interpersonal skills.
- Prepare for your interview by researching Mountain America Credit Union and being ready to discuss how your skills and experience align with the company's mission and values.
- If selected for an interview, be prepared to discuss your experience with event planning software and any bilingual or multilingual skills you may have.
- Follow up with the hiring manager within one week of your interview to express your continued interest in the position.
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
