As an SE&M Associate, you will play a crucial role in the development, organization, and execution of strategic and tactical initiatives. You will work closely with senior leaders in marketing function to assist in the execution of key initiatives and campaigns. Managing communication / update emails to bankers regrading though leadership notifications to clients. This role provides an exciting opportunity to contribute to the growth and success of the Marketing function, which is crucial in development of strategy and programs that help guide our clients’ journeys and deliver more engaged leads to our bankers to help drive conversion and deepen engagement.
Job responsibilities
- Develop materiel for key business reviews with executive committee members
- Assist business stakeholder to build KPIs, monitoring progress of various projects and initiatives and tracking these against approved budget spend to showcase return on investment
- Stand in as business management representation in respective internal working groups
- Leverage operational experience, data tools, and insights to deliver reporting packages and present business results in an effective and efficient manner
- Collaborate with cross-functional teams and executes initiatives that improve existing processes and align to commercial bank goals
- Prepares thorough meeting agendas, gathers necessary data and insight, and forms strategic plans for next steps
Required qualifications, capabilities and skills
- At least 4 years of relevant work experience in strategy, project management, financial analysis, business management, or sales operations
- Relationship builder with ability to forge trusted relationships with a broad range of functions, experience working in a matrixed environment
- Highly motivated and agile self-starter with excellent project management and prioritization skills
- Strong analytical and problem-solving skills with ability to analyze qualitative and quantitative information, and present conclusions concisely
- Excellent verbal and written communication skills with the ability to present information in differing degrees of detail and form depending on the audience
- Expertise in Excel, PowerPoint, Teams, and proficiency in CRM systems
- BA / BS degree in Business, Finance, Economics, or other related area