Summary
Overview
Work history
Education
Skills
Accomplishments
The Chartered Banker Institute
Courses
References
Timeline
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Heather Marsh

Anstruther,Fife

Summary

A results driven Marketing Manager with over eight years of experience across the banking and education sector. Currently leading the Marketing and Events function at a professional membership organisation, with expertise in digital campaigns, content creation, email marketing, website optimisation, and social media strategies.


A strategic communicator specialising in inclusive storytelling and audience engagement. Proven track record of delivering impactful campaigns and events that enhance brand visibility.

Overview

9
9
years of professional experience
1
1
year of post-secondary education

Work history

Marketing and Events Manager

The Chartered Banker Institute
Edinburgh
06.2023 - 08.2025
  • Direct marketing and digital strategy, identifying brand growth opportunities. Collaborating with organisations such as NatWest, United Nations Environment Finance Initiative (UNEP FI) and Global Ethical Finance Initiative (GEFI).
  • Plan and execute all Institute events, including flagship conferences.
  • Oversee all email content, and social media campaigns. Implemented new strategy for qualification launches including register your interest and early bird discounts, Register interest campaign for new AI certificate had over 300 sign ups.
  • Collaborate cross-functionally across membership and professional standards teams to enhance member services and deliver value. Partner with the membership team to develop targeted member communications, improve benefit offerings, and deliver thought leadership content. Work closely with the professional standards team on B2B campaigns and the successful launch of new qualifications, ensuring alignment with strategic goals and member needs.
  • Lead a diverse team of 6 through high impact deliverables, navigating varied working styles to deliver projects on time. Foster collaboration, address interpersonal challenges, and ensure accountability in a fast-paced environment.
  • Ensure brand consistency across all channels and assets.
    Regularly update main website and the Principles for Responsible Banking website. Lead comprehensive website audit to enhance overall page performance.

Marketing and Events Executive

The Chartered Banker Institute
Edinburgh
06.2019 - 07.2023
  • Managed events calendar, including flagship events Young Banker of the Year and the Annual Banking Conference.
  • Collaborated in initial development phases of the Principles for Responsible Banking Academy alongside United Nations Environment Programme Finance Initiative (UNEP FI) and Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ) GmbH.
  • Delivered webcasts in collaboration with partners and industry stakeholders. Nurtured long standing relationship with Manchester Metropolitan University to deliver monthly webcasts to members on exciting topics.
  • Executed marketing communications and campaigns effectively.
    Served as primary contact for NatWest, delivering CPD programme to over 7,000 colleagues.
  • Mentored junior team members and directly line-managed Marketing Administrator.
  • Championed initiatives that enhanced member engagement and digital marketing strategies.
    Created an infographic to effectively communicate member benefits.


Business Support Coordinator

The Chartered Banker Institute
Edinburgh
11.2016 - 06.2019
  • Ensured CRM accuracy through collaboration and effective information sourcing. Processed enrolments within agreed SLAs, maintaining operational efficiency. Served as key contact for NatWest and BPP, fostering strong partnerships.
  • Facilitated communication between teams to align on strategic priorities.
    Monitored internal inbox, managing over 50 queries weekly.
  • Produced individual completion certificates for each member who fulfilled qualification criteria, ensured each one was error free.

Education

Certificate of Higher Education - Business Administration Apprenticeship

QA
Edinburgh
11.2016 - 08.2017

Skills


Leadership & Team Development


  • Proven leadership experience from mentoring new starters early in career to then managing a team of six
  • Skilled in motivating others, resolving people-related challenges, and delivering team objectives through a supportive, solutions-focused approach


Stakeholder Engagement & Relationship Management


  • Experienced in managing a portfolio of corporate clients, handling complex queries, and serving as a key point of contact for major partners including NatWest and the United Nations Environment Programme Finance Initiative
  • Recognised as the go-to person within the marketing team for building strong, trusted relationships and ensuring stakeholder needs are met with professionalism and strategic insight


Event Management -


  • Facilitated end-to-end delivery of flagship events for the Institute, including the annual Young Banker of the Year Competition and two-day virtual Annual Banking Conference Successfully managed timelines, stakeholder coordination, and content development, ranging from high-impact webcasts to in-person gatherings The 2024 Annual Banking Conference saw over 1000 attendees across 30 countries
  • Skilled at curating inspiring, relevant programmes and securing influential speakers to engage diverse professional audiences


Content Strategy & Brand Messaging -


  • Led all Institute communications from a marketing perspective, including member newsletters, qualification updates, campaign offers, and website content 2024 saw a 22% increase in our Thought Leadership reach with over 550 hours of content available to members
  • Ensure consistent brand voice and visual identity across channels, maintain up-to-date brand guidelines, and oversee content planning to engage and inform a diverse professional membership

Accomplishments

    Young Banker of the Year won a highly commended award at the Memcom Excellence Awards for Best Event in 2023.

The Chartered Banker Institute

The Chartered Banker Institute is a professional body for bankers in the UK. It was established in 1875 and is the oldest professional banking institute in the world. The Institute aims to enhance and sustain the highest standards of customer-focused, ethical professionalism in banking.


Courses

  • September 2023 - GDPR & Cyber Awareness Training
  • July 2021 - IDEC Smartphone Video Production
  • May 2021 - Fast Track to Digital Marketing


References

References available upon request.

Timeline

Marketing and Events Manager

The Chartered Banker Institute
06.2023 - 08.2025

Marketing and Events Executive

The Chartered Banker Institute
06.2019 - 07.2023

Certificate of Higher Education - Business Administration Apprenticeship

QA
11.2016 - 08.2017

Business Support Coordinator

The Chartered Banker Institute
11.2016 - 06.2019
Heather Marsh