William Perez-Marty
Marketing Campaign Manager at UNCLE Credit Union- Claim this Profile
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Bio
Experience
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UNCLE Credit Union
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United States
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Financial Services
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1 - 100 Employee
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Marketing Campaign Manager
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Sep 2022 - Present
Livermore, California, United States • Implemented new method for tracking, recording, and presenting campaign results, which enables the marketing team to make adjustments on future marketing efforts based on historical data • Creates and submits marketing campaign plans including design elements, timeframe, and budget • Partners with third-party vendor to create and distribute emails targeting 100K+ leads per email for various promotions and awareness campaigns • Maintains relationship with third-party vendor to… Show more • Implemented new method for tracking, recording, and presenting campaign results, which enables the marketing team to make adjustments on future marketing efforts based on historical data • Creates and submits marketing campaign plans including design elements, timeframe, and budget • Partners with third-party vendor to create and distribute emails targeting 100K+ leads per email for various promotions and awareness campaigns • Maintains relationship with third-party vendor to continue an average of one targeted social media ad campaign per month resulting in above average click through rates • Continues to serve as a liaison between marketing and other divisions to keep a continuous line of communication open with member-facing divisions • Successfully co-managed merging another credit union with UNCLE • Onboarded, mentored, and managed the summer 2023 marketing intern • Selected to participate in UNCLE Credit Union's 9-month Emerging Leaders program for up-and-coming managers with a graduation date of November 2023 • Manages up to four marketing campaigns along with project management at any given time
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Senior Marketing Specialist
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Sep 2021 - Sep 2022
Livermore, California, United States • Serve as a liaison between marketing and sales divisions (Business Banking, Mortgage, and Wealth Management) • Aided in the launch of the all-new business banking credit card as well as spearheading the soft launch of the product ad campaign • Worked with Mastercard to launch 3-week double points campaign between 2 different promotions resulting in 1,100+ cardholders using their credit cards during the promotional period • Coordinate an average of one event per month for other… Show more • Serve as a liaison between marketing and sales divisions (Business Banking, Mortgage, and Wealth Management) • Aided in the launch of the all-new business banking credit card as well as spearheading the soft launch of the product ad campaign • Worked with Mastercard to launch 3-week double points campaign between 2 different promotions resulting in 1,100+ cardholders using their credit cards during the promotional period • Coordinate an average of one event per month for other divisions to ensure they have the resources to be able to confidently and successfully network with other event attendees • Design marketing content for an array of campaigns including in-branch flyers, in-branch television screens, targeted emails, website and digital banking banners, and social media posts
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OE Federal Credit Union
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United States
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Financial Services
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1 - 100 Employee
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Marketing Specialist
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Jan 2020 - Aug 2021
Livermore, California • Utilize programs such as Adobe Photoshop, Illustrator, InDesign, and Premiere Pro on a day-to-day basis to design both print and digital ads for social media, 24 branch locations, corporate headquarters, and select union groups. • Co-led the launch of the marketing analytics project to determine video content and images of members and/or employees drives the most clicks, views, and opens on digital campaigns. • Spearheaded the Fit for a Cause campaign to raise money for the American… Show more • Utilize programs such as Adobe Photoshop, Illustrator, InDesign, and Premiere Pro on a day-to-day basis to design both print and digital ads for social media, 24 branch locations, corporate headquarters, and select union groups. • Co-led the launch of the marketing analytics project to determine video content and images of members and/or employees drives the most clicks, views, and opens on digital campaigns. • Spearheaded the Fit for a Cause campaign to raise money for the American Heart Association by donating one dollar for every mile walked by members and employees. With a company goal of 2,800 miles in the 28 days of February 2021, the final result was 10,302.42 miles. • Partnered with the marketing manager and members of the executive team to understand and execute the desired design for the company’s 2021 Strategic Business Plan. • Collaborated with the marketing department to successfully redesign the entire company website including revising all copy and infographics. • Created an array of video content including writing the scripts and performing the voiceovers weekly for videos such as product promotions, product awareness, internal training, how-to, and educational. • Researched current trends monthly to improve content for all social media platforms such a Facebook, Instagram, Twitter, LinkedIn, and YouTube. • Scheduled social media posts using Hootsuite as well as managed direct messages and comments across all social media channels. • Designed quarterly ads for A/B testing through Bay Area News Group. • Created email campaigns every month for promotions, product awareness, contests, and educational webinars via Constant Contact and Matrix Manager.
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Loan Processor
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Nov 2018 - Dec 2019
• Guided members through the loan funding process from start to finish for vehicle loans, credit cards, and personal loans. • Placed number one in top sales for ancillary products sales for two quarters in 2019. • Worked with loan officers to clear loan stipulations by collecting required documents from members to finalize loans. • Educated members with challenged credit on how they can improve their credit and financial situations. • Assisted members and other departments with… Show more • Guided members through the loan funding process from start to finish for vehicle loans, credit cards, and personal loans. • Placed number one in top sales for ancillary products sales for two quarters in 2019. • Worked with loan officers to clear loan stipulations by collecting required documents from members to finalize loans. • Educated members with challenged credit on how they can improve their credit and financial situations. • Assisted members and other departments with questions related to loan products and processes. • Translated incoming calls from Spanish speaking members for all departments.
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Bookkeeper/Office Manager
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Jul 2017 - Jun 2018
Pleasanton, California • Prepared, reviewed, and delivered client profit & loss statements as well as balance sheets weekly. • Processed bookkeeping and reconciling of bank statements and credit accounts daily. • Managed semi-monthly and monthly payroll and payroll liabilities in QuickBooks Pro and quarterly filing of Form 941. • Performed payroll audit preparation, formulated and issued invoices, recorded payments for service fees, and managed clients with outstanding balances. • Worked closely with CPA… Show more • Prepared, reviewed, and delivered client profit & loss statements as well as balance sheets weekly. • Processed bookkeeping and reconciling of bank statements and credit accounts daily. • Managed semi-monthly and monthly payroll and payroll liabilities in QuickBooks Pro and quarterly filing of Form 941. • Performed payroll audit preparation, formulated and issued invoices, recorded payments for service fees, and managed clients with outstanding balances. • Worked closely with CPA to provide support with administrative tasks such as preparing client files, written correspondence, and managing office appointments. Show less
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Personal Banker II
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Dec 2016 - Jul 2017
San Francisco Bay Area • Sold and processed credit applications for home equity lines of credit, secured and unsecured personal loans and lines of credit, and auto loans to successfully meet quarterly goals. • Cross-sold new mortgage loans and mortgage refinances to meet quarterly partner referral goals. • Retained and improved client relationships with courtesy calls and emails to check in with clients, offer appropriate products to suit any new life changes, and resolve complex issues. • Partnered with… Show more • Sold and processed credit applications for home equity lines of credit, secured and unsecured personal loans and lines of credit, and auto loans to successfully meet quarterly goals. • Cross-sold new mortgage loans and mortgage refinances to meet quarterly partner referral goals. • Retained and improved client relationships with courtesy calls and emails to check in with clients, offer appropriate products to suit any new life changes, and resolve complex issues. • Partnered with financial advisor to evaluate investment opportunities for new and existing clients. • Opened new deposit and credit accounts along with maintaining existing accounts such as trust, estate, and power of attorney accounts. • Coached new and existing employees on products, services, and the Wells Fargo vision to ensure successful career growth while improving customer experience.
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Personal Banker
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Oct 2014 - Dec 2016
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Customer Service Sales Representative
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Jan 2014 - Oct 2014
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LL Flooring
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United States
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Retail
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700 & Above Employee
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Store Manager
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Sep 2012 - Jun 2013
• Successfully brought the San Francisco location to number one in sales of the five pilot stores without warehouses. • Developed an inventory receiving method from the distribution center for pilot stores without a warehouse. • Researched trending product sales per region and warehouse capacities throughout multiple locations to allocate inventory orders to each location to maintain highest inventory levels of products that are sold the most. • Evaluated customer needs to offer… Show more • Successfully brought the San Francisco location to number one in sales of the five pilot stores without warehouses. • Developed an inventory receiving method from the distribution center for pilot stores without a warehouse. • Researched trending product sales per region and warehouse capacities throughout multiple locations to allocate inventory orders to each location to maintain highest inventory levels of products that are sold the most. • Evaluated customer needs to offer appropriate product for desired result for home and business projects. • Up-sold customers by converting customers from low opening price point to a higher price point product while cross-selling additional products and services to maximize each transaction. • Completed a minimum of 20 warm lead calls daily in addition to emailing leads to drive sales. • Tracked sales orders daily to know sales volume needed per day to attain or exceed monthly sales target. • Performed managerial duties such as leading team meetings, training new hires, and mentoring staff on product education as well as career growth. • Processed and submitted credit applications for customers financing their projects.
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Assistant Store Manager
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May 2011 - Sep 2012
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Sprint
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United States
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Telecommunications
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700 & Above Employee
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Lead Sales Consultant
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Dec 2009 - May 2011
• Attained monthly individual monthly sales goals including devices, accessories, and new lines of service. • Utilized Salesforce to reach out to business customers to generate more sales. • Trained new hire employees and created action plans and contests for the store reach sales, retention, and customer service goals. • Performed administrative functions such as the following: bill payments, build plans specified for each customer’s needs, tendering out sales transactions, and… Show more • Attained monthly individual monthly sales goals including devices, accessories, and new lines of service. • Utilized Salesforce to reach out to business customers to generate more sales. • Trained new hire employees and created action plans and contests for the store reach sales, retention, and customer service goals. • Performed administrative functions such as the following: bill payments, build plans specified for each customer’s needs, tendering out sales transactions, and balancing the store vault. • In store and over the phone technical support on multiple operating systems for phones and computers with mobile broadband hardware. • Transferred to Concord, CA location to assist store in coaching staff on customer service skills and increase percent to goal for customer survey quota. Show less
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Education
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California State University - East Bay
Bachelor's degree, Marketing/Marketing Management, General -
Las Positas College
Associate in Science, Business Administration and Management, General