Marketing Specialist

📌 Core Information

🔹 Job Title: Marketing Specialist

🔹 Company: Servbank, sb Inc.

🔹 Location: Phoenix, AZ

🔹 Job Type: On-site

🔹 Category: Marketing

🔹 Date Posted: June 7, 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: On-site

🚀 Job Overview

Key aspects of this role include:

• Planning, executing, and tracking various marketing programs tailored to banking services and products.
• Leveraging CRM systems to extract client data and develop focused marketing strategies.
• Using data mining and analytics to inform campaign design and measure performance.
• Supporting internal and external communications while ensuring compliance with banking regulations.
• Collaborating with internal teams to align messaging and ensure brand consistency across all marketing touchpoints.

ASSUMPTION: This role requires a strong focus on data-driven marketing and a solid understanding of CRM systems, with a significant portion of the work involving targeted campaigns and analytics.

📋 Key Responsibilities

✅ Plan, execute, and track various marketing programs tailored to banking services and products.

✅ Leverage CRM systems (e.g., nCino) to extract client data and develop focused marketing strategies.

✅ Use data mining and analytics to inform campaign design and measure performance.

✅ Support internal and external communications, ensuring compliance with banking regulations.

✅ Create and manage tear sheets for various banking products and services.

✅ Develop email campaigns to promote banking products and services, ensuring compliance with industry standards.

✅ Drive digital and social media presence, including content planning, scheduling, compliance approvals, and engagement monitoring.

✅ Develop and execute paid social media ads targeting banking customers.

✅ Assist in blog content planning and advertisement coordination, focusing on financial topics.

✅ Coordinate tradeshow and event planning, including sponsorships, logistics, registrations, vendor coordination, and promotional campaigns.

✅ Manage award submissions and coordinate related marketing efforts to highlight the bank's achievements.

✅ Collaborate with internal teams to align messaging and ensure brand consistency across all marketing touchpoints.

ASSUMPTION: This role involves a mix of strategic planning, data analysis, and day-to-day marketing activities, requiring strong organizational skills and the ability to multitask.

🎯 Required Qualifications

Education: Bachelor’s degree in marketing, advertising, communications, or a related field.

Experience: Minimum 3-5 years’ experience in a marketing-related role, preferably in the banking or financial services industry.

Required Skills:

• Strong experience in data mining, marketing analytics, and working with CRM systems (e.g., nCino).
• Strong project management skills and the ability to handle multiple initiatives simultaneously.
• Experience with content marketing, social media management, email campaigns, and digital advertising.
• Thorough knowledge of the top social media networks (Facebook, Twitter, YouTube, LinkedIn, and Instagram).
• Excellent writing, communication, and presentation skills.
• Must be a self-starter with the ability to independently drive projects forward, prioritize tasks, and meet deadlines.
• Technical proficiency and analytical mindset to support data-driven marketing decisions.

Preferred Skills:

• Experience using Salesforce or similar platforms.

ASSUMPTION: While the role requires a specific degree and relevant experience, the most critical skills involve data mining, analytics, and CRM system proficiency.

💰 Compensation & Benefits

Salary Range: $70,000 - $80,000 per year. This range is based on industry standards for a Marketing Specialist role in Phoenix, AZ, with 3-5 years of experience.

Benefits:

• Health, dental, and vision insurance
• 401(k) retirement plan with company match
• Paid time off (vacation, sick, and holidays)
• Employee assistance program
• Tuition reimbursement

Working Hours: Full-time, typically Monday-Friday, 8:30 AM - 5:00 PM, with some flexibility for project demands.

ASSUMPTION: The salary range is competitive for the role and location, with benefits packages common for mid-sized financial institutions.

📌 Applicant Insights

🔍 Company Context

Industry: Servbank operates in the competitive financial services industry, focusing on retail banking, mortgage, and business services. The banking industry is highly regulated and emphasizes customer service and trust.

Company Size: With 1,001-5,000 employees, Servbank is a mid-sized company, offering opportunities for growth and collaboration while maintaining a relatively flat organizational structure.

Founded: Although the exact founding date is not specified, Servbank has been in operation since 1994, providing a solid foundation and established reputation in the industry.

Company Description:

• Servbank is a banking institution with local roots and national reach, focusing on community orientation and exceptional customer service.
• The company works with individuals, businesses, and communities to help them fulfill their financial goals.
• Servbank offers a range of services, including personal banking, business banking, mortgage, and wealth management.

Company Specialties:

• Retail banking
• Mortgage services
• Business banking
• Wealth management

Company Website: servbank.com

ASSUMPTION: Servbank's focus on community orientation and customer service sets it apart in the competitive financial services industry, offering applicants a unique work environment.

📊 Role Analysis

Career Level: This role is at the mid-level of the marketing career path, offering opportunities for growth and advancement within the marketing department and the broader organization.

Reporting Structure: The Marketing Specialist will report directly to the Marketing Manager and collaborate with various internal teams, such as Product, Sales, and Compliance.

Work Arrangement: This is an on-site role, with the primary office located in Phoenix, AZ. Some flexibility may be available for specific projects or tasks.

Growth Opportunities:

• Advancement to a Senior Marketing Specialist or Marketing Manager role within the marketing department.
• Expansion into other areas of the business, such as product management or business development.
• Opportunities to work on high-impact projects and initiatives, driving the bank's growth and success.

ASSUMPTION: This role offers a clear path for career progression within the marketing department and the broader organization, with opportunities for growth and development.

🌍 Location & Work Environment

Office Type: Servbank's Phoenix office is a modern, professional environment with a collaborative and supportive work culture.

Office Location(s): 3138 E Elwood Street, Phoenix, AZ 85034

Geographic Context:

• Phoenix, AZ, is a vibrant and growing metropolitan area with a diverse population and a strong job market.
• The city offers a range of cultural, recreational, and entertainment options, as well as a relatively low cost of living compared to other major US cities.
• Phoenix experiences a hot desert climate, with mild winters and very hot summers.

Work Schedule: The work schedule is typically Monday-Friday, 8:30 AM - 5:00 PM, with some flexibility for project demands and a standard one-hour lunch break.

ASSUMPTION: The Phoenix office provides a supportive and collaborative work environment, with opportunities for professional growth and development.

💼 Interview & Application Insights

Typical Process:

• Online application review and initial screening.
• Phone or video call with the Hiring Manager to discuss the role and assess cultural fit.
• In-person or virtual interview with the Marketing Manager and other team members to evaluate skills and experience.
• Final interview with the Marketing Director or another senior leader to discuss career growth and expectations.
• Background check and offer extension.

Key Assessment Areas:

• Data mining and analytics skills, with a focus on CRM system proficiency.
• Marketing strategy and campaign development expertise.
• Communication and presentation skills, both written and verbal.
• Project management and organizational skills, with the ability to multitask and meet deadlines.

Application Tips:

• Tailor your resume to highlight relevant marketing experience, data mining skills, and CRM system proficiency.
• Prepare a cover letter that demonstrates your understanding of the role and your enthusiasm for Servbank's mission and values.
• Be ready to discuss specific marketing campaigns you've worked on, the data-driven insights you've gained, and the results you've achieved.
• Research Servbank's company culture and be prepared to discuss how your personal values align with the organization's.

ATS Keywords: Data mining, marketing analytics, CRM systems, nCino, project management, content marketing, social media management, email campaigns, digital advertising, writing, communication, presentation skills, self-starter, analytical mindset

ASSUMPTION: The interview process will focus on assessing the candidate's data mining and analytics skills, marketing strategy expertise, and cultural fit within the organization.

🛠️ Tools & Technologies

• CRM systems: nCino
• Marketing automation platforms: unspecified
• Social media management tools: unspecified
• Email marketing platforms: unspecified
• Data mining and analytics tools: unspecified

ASSUMPTION: While the specific tools and technologies used by Servbank are not mentioned, the role requires proficiency in CRM systems and marketing automation platforms, as well as familiarity with data mining and analytics tools.

👔 Cultural Fit Considerations

Company Values:

• Community-oriented: Servbank prioritizes the needs of its customers and the communities it serves.
• Exceptional service: The company strives to provide outstanding customer service and support.
• Integrity: Servbank values honesty, transparency, and ethical decision-making in all aspects of its operations.

Work Style:

• Collaborative: Servbank encourages teamwork and cross-functional collaboration to drive success.
• Data-driven: The company relies on data and analytics to inform decision-making and improve performance.
• Adaptable: Servbank values employees who can adapt to change and embrace new challenges.

Self-Assessment Questions:

• Do you share Servbank's commitment to community orientation and exceptional customer service?
• Are you comfortable working in a data-driven environment and using analytics to inform marketing strategies?
• Do you thrive in a collaborative work environment and enjoy working with diverse teams to achieve common goals?

ASSUMPTION: Servbank's company culture emphasizes community orientation, exceptional service, and data-driven decision-making, with a focus on collaboration and adaptability.

⚠️ Potential Challenges

• The role may require working on multiple projects simultaneously, demanding strong organizational skills and the ability to prioritize tasks effectively.
• Servbank operates in a highly regulated industry, requiring a solid understanding of banking regulations and compliance procedures.
• The Phoenix office may experience periods of high demand or tight deadlines, requiring flexibility and adaptability from employees.
• The desert climate in Phoenix can be challenging for some individuals, with very hot summers and mild winters.

ASSUMPTION: While the role offers numerous opportunities for growth and development, applicants should be prepared to manage multiple projects, navigate a regulated environment, and adapt to the local climate.

📈 Similar Roles Comparison

• Compared to other Marketing Specialist roles, this position places a stronger emphasis on data mining, analytics, and CRM system proficiency.
• In the financial services industry, marketing roles often require a solid understanding of banking regulations and compliance procedures.
• Career progression in marketing roles typically involves advancing to Senior Marketing Specialist or Marketing Manager positions, with opportunities to expand into other areas of the business.

ASSUMPTION: This role offers a unique blend of data-driven marketing, CRM system proficiency, and industry-specific knowledge, setting it apart from similar roles in other industries or organizations.

📝 Sample Projects

• Developing a targeted email campaign to promote a new mortgage product, using data mining and analytics to segment the audience and personalize the messaging.
• Creating and executing a social media advertising campaign to increase brand awareness and drive customer engagement, while monitoring performance and optimizing based on data-driven insights.
• Coordinating a trade show or event, managing logistics, vendor relationships, and promotional campaigns to maximize the bank's presence and generate leads.

ASSUMPTION: These sample projects illustrate the data-driven and strategic nature of the role, with a focus on targeted marketing campaigns, customer engagement, and event coordination.

❓ Key Questions to Ask During Interview

• Can you describe the typical marketing campaign planning process and how data mining and analytics are integrated into this process?
• How does the Marketing team collaborate with other departments, such as Product, Sales, and Compliance, to ensure brand consistency and regulatory compliance?
• What opportunities are available for professional development and growth within the Marketing department and the broader organization?
• How does Servbank support work-life balance, and what resources are available to employees to manage their well-being and personal needs?
• What is the company's approach to diversity, equity, and inclusion, and how does this translate into the day-to-day work environment?

ASSUMPTION: These interview questions focus on the role's strategic aspects, cross-functional collaboration, career growth opportunities, work-life balance, and the company's commitment to diversity, equity, and inclusion.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through the Servbank careers page.
• Tailor your resume to highlight relevant marketing experience, data mining skills, and CRM system proficiency.
• Prepare a cover letter that demonstrates your understanding of the role and your enthusiasm for Servbank's mission and values.
• Research Servbank's company culture and be prepared to discuss how your personal values align with the organization's.
• Follow up with the Hiring Manager one week after submitting your application to express your continued interest in the role.

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.