Careers


Our Careers Center includes full- and part-time positions and other opportunities at Inclusiv and at Inclusiv-member CDCUs nationwide.

Career Opportunities at Inclusiv

Inclusiv is a dynamic, growth-oriented intermediary specializing in bringing financial services to low-income communities through nonprofit, member-owned community development credit unions (CDCUs).  Based in New York City, Inclusiv provides financial, technical, and educational services to credit unions serving low-income and economically disenfranchised communities. Please click below for details on this opportunity.

Communications Officer (New York, NY )

Communications Officer Job Description

Inclusiv has an immediate opening for an experienced Communications Officer to join our marketing and communications team. We seek a dynamic communications professional to execute our national marketing and communications strategy, and to engage and cultivate stakeholders among the media, a diverse practitioner field, and social impact investors. The Officer will be an excellent writer, effective at communicating clearly with diverse audiences and stakeholders across multiple channels. S/he will have the ability to coordinate multiple projects and priorities and bring assignments to successful, timely completion. The Officer will be effective at synthesizing and drafting information and materials gathered from multiple sources.

The Officer must be able to develop and manage against project timelines as well as respond to changing priorities. S/he will be able to develop strong relationships and work collaboratively with Inclusiv staff across the organization and with members and contacts at external partners from funders to vendors.

The successful candidate will have a demonstrated commitment to social justice issues.

The Communications Officer reports to the VP of Marketing and Communications.

Primary Responsibilities:

Communications Content and Dissemination, Social Media and Digital Strategy

  • Write, create and distribute monthly newsletters, press releases, talking points, PPT presentations and announcements about Inclusiv and its member community development credit unions; must also have experience in writing and producing briefs, summaries, case studies and reports
  • Work with the VP of Marketing and Communications to develop and execute a strategy for the Inclusiv’s digital presence that advances the organization’s broader strategic objectives
  • Coordinate and draft regular communications materials to Inclusiv members, potential members, industry supporters and allies, government officials, investors and funders
  • Manage Inclusiv’s e-communications including our website, email and social media channels
  • Engage members for interviews to develop impact stories, and document and share best practices
  • Support the VP of Marketing and Communications on the development of Inclusiv communications and marketing collateral
  • Manage a variety of graphic design tasks
  • Develop and build relationships with press (both credit union trades and others) to develop stories, follow-up on press releases and announcements and ensure coverage of how CDCUs are helping low-income Americans achieve financial independence
  • Track and further develop the Inclusiv’s communications metrics and analysis to inform improvements and decisions for digital and offline strategies
  • Create and manage content for use on digital channels, including social media posts, images or other digital assets
  • Oversee contact management strategy
  • Prepare thank you letters, marketing materials and other correspondence on behalf of Inclusiv funders and sponsors
  • Support communications and materials associated with Inclusiv’s Annual Conference and other events

Required Skills

The successful candidate is highly motivated, energetic, passionate, and enjoys working in a fast-paced environment. S\he must possess excellent organizational skills with attention to detail. S\he will have strong project management and time management skills. Must be a self-starter and have excellent written and verbal communication skills. A team player, the ideal candidate will be comfortable in working across multiple areas of expertise, backgrounds and skills to develop, hone and refine messaging for the organization and the credit union movement.

  • Must have superb writing skills and the ability to edit the writing of others
  • Demonstrated proficiency in Microsoft Office products, databases, website CMS, email platforms, image editing, social media and digital communications strategies required.
  • Experience with WordPress is required.
  • Must have graphic design experience and experience with Adobe Creative Cloud applications; including experience with Photoshop and InDesign.
  • Experience managing and growing social media platforms, including Facebook, Twitter, and LinkedIn, is required.
  • Experience in external-facing communications is required. Experience in B2B and B2AC communications is required.
  • Experience using Sales Force is preferred.
  • Must be comfortable working in a matrixed environment, working with cross-functional teams.
  • Bachelor’s degree required. A minimum of three to five years of work experience is required, preferably including communications experience in the nonprofit field.

To Apply: Please send cover letter, resume, salary requirements and three (3) writing samples (must include at least one consumer-facing communication) to hrcom@inclusiv.org.

Resumes will be reviewed on a rolling basis.

About Inclusiv

At Inclusiv, we believe that true financial inclusion is a fundamental right. Our mission is to help low- and moderate-income people and communities achieve financial independence through credit unions. We dedicate ourselves to closing the gaps and removing barriers to financial opportunities for people living in distressed and underserved communities. Inclusiv is a certified CDFI intermediary that transforms local progress into lasting national change. We provide capital, make connections, build capacity, develop innovative products and services and advocate for our member community development credit unions (CDCUs). Inclusiv members serve over eight million residents of low-income urban, rural and reservation-based communities across the US and hold over $99 billion in community-controlled assets. Founded in 1974, Inclusiv is headquartered in New York, NY, with offices in Madison, WI and Atlanta, GA.

Inclusiv is an equal opportunity employer that works with member credit unions that serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and membership and seek to maintain that tradition of diversity in all of our recruitment efforts. It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of regard to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local laws.

Director, Resiliency and Clean Energy Finance (New York, NY )

Director, Resiliency and Clean Energy Finance
Inclusiv seeks a passionate, dynamic, experienced lending professional with background and expertise in solar and clean energy finance to lead our Center for Resiliency and Clean Energy. The Inclusiv Center for Resiliency and Affordable Renewable Energy was created in partnership with Center for Impact Finance at the Carsey School of Public Policy at the University of New Hampshire with seed funding from the Hewlett Foundation. The Center seeks to galvanize the capacity of credit unions to direct capital to solar and other clean energy solutions in communities across the country.

The Director of Resiliency and Clean Energy Finance will be responsible for building a network of credit unions committed to design and scale solutions to climate change, with a goal of promoting affordable and sustainable energy for all people. The ideal candidate will have led clean energy lending in financial institution(s), with demonstrated interest and passion in training other lending professionals to create flexible financing vehicles to stimulate and grow the availability and deployment of solar and other clean energy, particularly among moderate income residents and communities.

Based in our New York City office, the Director will develop and advise on in-person and online training curriculum for lenders, engage credit union professionals in a learning network, support and guide the implementation of solar lending programs, help design investment vehicles and support the raising and deployment of capital to support these activities.

Primary Responsibilities
The Director is a key member of the Inclusiv senior management team with responsibilities for designing and building lending capacity at 20-30 credit unions around the country. Specifically, the Director will:

  • Lead project management in the development of online and in-person training curriculum for solar finance.
  • Lead all aspects of program design and implementation, including managing strong relationships with credit union network participants and partner organizations, coordinating trainings, providing in-depth guidance and support and working across teams to achieve program goals
  • Support and build capacity of credit unions to serve their communities and grow their lending programs through ongoing technical assistance, guidance and advice.
  • Build and maintain strong relationships with credit unions, foundations, national nonprofits, community organizations, industry players and corporate supporters.
  • Guide the design of investment vehicles to grow clean energy finance programs.
  • Represent Inclusiv at industry events and speaking engagements.
  • Work with our Communications team to prepare and disseminate information, releases, articles and other communications on programs and initiatives
  • Work to identify and report to investors and funders on clean energy finance.
  • Other duties as needed and as projects evolve.
  • Position requires 15-20% travel across the US and Puerto Rico.

Qualifications

  • Bachelor’s degree required; Master’s Degree preferred in economic development, finance, environmental sustainability and\or related fields
  • 5-8 years relevant work experience in consumer finance/banking, project management and\or finance, or community development finance; with at least 2 years management level experience.
  • Strong project management and organization skills; experience effectively managing multiple projects across different internal and external constituents to drive results
  • Demonstrated ability to establish and build relationships with a diverse array of people and organizations
  • Excellent communication skills, both written and oral.
  • Ability to work well in teams as well as independently; working comfortably across units and leading teams to achieve program goals
  • Dedication to always producing the highest quality work and motivated to constantly seek new and better ways to reach goals.

About Inclusiv

At Inclusiv, we believe that true financial inclusion is a fundamental right. Our mission is to help low- and moderate-income people and communities achieve financial independence through credit unions. We dedicate ourselves to closing the gaps and removing barriers to financial opportunities for people living in distressed and underserved communities. Inclusiv is a certified CDFI intermediary that drives investment, makes connections, builds capacity, and advocates for our network members and the communities they serve.

To Apply: Please send cover letter and resume to hr@inclusiv.org. Resumes will be reviewed on a rolling basis.

Inclusiv is an equal opportunity employer that works with member credit unions that serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and membership and seek to maintain that tradition of diversity in all of our recruitment efforts.

Career Opportunities at Inclusiv member credit unions

Posting of positions is free for all Inclusiv members. Submit a new position!

1st Choice CU -- Chief Executive Officer (Atlanta, GA )

1st Choice CU - Chief Executive Officer

Job Summary
The Board of Directors is seeking an individual that will bring a progressive and dynamic strategic vision to the organization, as well as, establish and maintain community development programs that contribute to the growth and sustainability of the credit union. The Chief Executive Officer (CEO) is responsible for the full range of business activities including policy development, staffing, budget and operations, planning and reporting. The candidate will work with the Board on the establishment and execution of the overall goals and objectives for the credit union and be responsible for ensuring financial stability commensurate with the best interest of the members, the employees, and the credit union.

The successful candidate for this position will have management/leadership experience in a financial institution, preferably credit unions and possess a deep appreciation for the credit union philosophy, mission, and values of 1st Choice Credit Union.

Responsibilities

  • Establish strategic vision, objectives, policies and procedures
  • Develop and oversee the budget for the credit union consistent with the overall strategic plan
  • Assess and prioritize multiple tasks, projects, and directives
  • Effectively supervise, lead, delegate tasks and authority
  • Ensure the credit union is compliant with the federal laws and regulations set forth by the National Credit Union Administration, Georgia Department of Banking and Finance, and other regulatory agencies, inclusive of site visits and audit services
  • Conduct business and community development activities to promote growth and diversity of services for the credit union
  • Secure grants and other funding for community programs
  • Maintain CDFI certification
  • Analyze the work flow on a continuous basis, make changes to improve efficiency, and reduce expenses
  • Provide management reports to the Board i.e. loan profitability analysis, delinquency trends, membership growth, and investment performance
  • Ensure audits are performed and responses are prepared in a timely manner
  • Evaluate the job performance of credit union staff to ensure quality of work and service to members

Qualifications

  • Bachelor’s Degree required. Management experience may be considered in lieu of educational
    requirements
  • Knowledge of credit union products, services, finance, accounting, and policies
  • Excellent communication skills (oral and written)
  • Exceptional abilities for problem solving and reasoning
  • Community development and outreach experience
  • Ability to apply logical thinking to define problems, collect data, establish facts, draw
    conclusions, and present results
  • Provide comprehensive financial reports that include current, projected, and variance data
  • Ability to understand and convey complex financial products and services to all credit union
    constituents.

We offer an exceptional benefits package and merit bonus incentive. Salary range: Competitive
Benefit Package:

  • Medical/dental/vision
  • 401K
  • Paid Time Off
  • Merit Bonus

1st Choice Credit Union is a $25,190mm asset size, member-owned, full-service credit union, serving, the
metropolitan Atlanta, GA area since 1946. We are a member focused institution where our mission is to
build lasting financial relationship, one member at a time. We do this by providing our members with
superior customer service, financial counseling, planning support as well as a range of financial services.
1st Choice Credit Union is an equal opportunity employer.

Check us out at www.1stchoicecu.org
Send Resume to: 1st Choice Credit Union Search Committee
rlindsay@1stchoicecu.org

Deadline to submit Resume: February 21, 2020

Self-Help -- Investment Associate (Oakland, CA )

Self-Help -- Investment Associate (Oakland, CA )

Apply

Description

Self-Help is a leading national community development financial institution headquartered in Durham, NC. Since 1980, Self-Help has provided $8.5 billion in financing to 159,000 families, individuals and businesses. It helps drive economic development and strengthen communities by providing responsible financial services; lending to individuals, small businesses and nonprofits; developing real estate; and promoting fair financial practices across the nation. The Self-Help family of nonprofit organizations includes Self-Help Credit Union, Self-Help Federal Credit Union, Self-Help Ventures Fund and the Center for Responsible Lending. Through its credit union network, Self-Help serves over 150,000 people in North Carolina, California, Chicago, Florida and South Carolina. Learn more at www.self-help.orgwww.self-helpfcu.org and www.responsiblelending.org.

Role Overview:

Self-Help is seeking an Investment Associate to join our team in Oakland, CA. The Investment Associate is responsible for raising deposits to support Self-Help Federal Credit Union’s California lending. The Investment Associate will coordinate regional, state, and national campaigns targeting institutions and higher-wealth individuals looking to invest funds in a mission-aligned institution, and will enhance the deposit-raising efforts of our branch staff by providing training, strategic guidance, and implementation support.

The Investment Associate serves an important role in supporting the growth of Self-Help Federal Credit Union by coordinating all of our deposit-raising efforts in California, and connecting the organization to a broad range of socially responsible investors that live outside of our branch areas. This role is primarily focused on raising deposits and plays a key leadership role in coordinating and leading the strategies, communications, and outreach activities that constitute the deposit-raising function within the credit union.

 Essential Responsibilities:

    • Develop and execute strategies for raising mission-aligned deposits directly from Socially Responsible and Impact Investors nationally, with particular emphasis on California by creating campaigns, conducting outreach, and leveraging existing relationships to ensure meeting annual deposit raising financial goals.
    • Work effectively with other Self-Help colleagues on the Development, Policy and Impact team (particularly other Investor Relations Associates and those with deposit-raising responsibilities) to coordinate outreach, membership cultivation, and the development of marketing materials and more generalized messaging to external audiences.
    • Directly develop, maintain and manage relationships with socially-responsible and mission-oriented investors, firms and their advisors.
    • Manage Bank Enterprise Award (BEA) and Depository Trust Company (DTC)-eligible CD deposit programs and partnerships
    • Develop and maintain relationships with high net worth individuals, mutual funds, nonprofit organizations, faith-based organizations, banks, businesses and others interested in community and socially-responsible investment.
    • Prepare proposals that will answer impact, financial, and insurance-related questions from potential investors.
    • Maintain dialogue/make regular contact with a selection of key investors to provide enhanced stewardship and gain a better understanding of the reasoning they have for opening or closing large deposits with us.
    • Work cooperatively with Impact Reporting Manager and the operations teams to prepare reports and assess data regarding the inflow and outflow of deposits, as well as the impact of particular campaigns and outreach efforts
    • Use team systems (i.e. Salesforce) to input and manage data used to track relevant cultivation targets
    • Provide support to branch leadership throughout California’s 19 branches in formulating deposit-raising strategies and campaigns.
    • Assist in training of branch personnel (both leadership and front-line staff) in regards to deposit raising and how best to promote the impact of our work to potential members/investors.
    • Promote Self-Help and its credit unions in meetings, conferences and to the general public.
    • Manage the annual deposit/marketing budget and vendor relationships to optimize sponsorship and advertising opportunities that will enhance our community outreach and deposit-raising efforts.
    • Participate in other team and cross team projects, and perform other duties, as needed.

Credentials, Experience and Skills:

  • Bachelor’s degree or equivalent and at least 3 to 5 years of experience in community development, fundraising, sales, financial services or other related area with a preference for deposit raising experience. A graduate degree in a related field may be considered in lieu of work experience.
  • Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
  • Preference for working in organizations that place priority on teamwork and collaboration
  • Commitment to social and economic justice.
  • Sensitivity to issues of low-wealth communities and a desire to work in culturally and socially diverse organization that strongly values collaboration.
  • Strong verbal and written communication skills.
  • Ability to develop and maintain strong relationships with potential investors and internal and external partners.
  • Ability to provide the highest level of customer service and ability to provide detailed follow through.
  • Knowledge of investment options available to individual and institutional investors.
  • Ability to use social media to effectively communicate to key stakeholders.
  • Proficiency with Word, Excel, PowerPoint as well as SalesForce or similar CRM programs.
  • Sensitivity to low-wealth communities and a desire to work in a racially and socially diverse organization that strongly values collaboration.
  • Ability and willingness to travel and work overtime as needed.

Desired Qualifications:

  • Prior experience in financial planning, marketing or community development finance preferred.
  • Knowledge of investment options available to individual and institutional investors and the SRI/impact investment field preferred.
  • Experience with CRM platform or SalesForce preferred.

Physical Requirements:

Frequently requires use of manual dexterity and repetitive motions, primarily with the wrists, hands, and/or fingers. Must be able to occasionally lift and exert force of up to 40 pounds.

Compensation:

Competitive nonprofit compensation, based on experience, plus a generous benefits package.

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.

To modify or remove a position please contact us - info@inclusiv.org

 

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