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.
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.
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.
- 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.
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 email@example.com. 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
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.
- 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
- Bachelor’s Degree required. Management experience may be considered in lieu of educational
- 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
We offer an exceptional benefits package and merit bonus incentive. Salary range: Competitive
- 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
Deadline to submit Resume: February 21, 2020
One Detroit CU -- Chief Financial/Operating Officer (Detroit, MI)
One Detroit Credit Union - Chief Financial Officer/Chief Operating Officer (Detroit, MI)
The Chief Opertating Officer (COO) is responsible for planning, implementing, managing and controlling all Financial-related, Compliance, Operations and Information Technology (IT) aspects of the credit union in accordance with generally accepted accounting principles (GAAP), other regulatory and advisory organizations and IT/Compliance trends and regulations, respectively. This includes direct responsibility for accounting, finance, payroll, card services, forecasting, compliance, IT, operations and contributing to the development of the strategic goals. In addition, the COO is responsible for oversight of building maintenance, maintain knowledge of One Detroit Credit Union’s products and services, operational policies and procedures, by-laws, and philosophy and perform other duties as required for the efficient operation of the credit union.
- Plan, develop, organize, implement, direct and evaluate the organization's fiscal function and performance.
- Participate in the development of the organization's plans and programs as a strategic partner.
- Evaluate and advise on the impact of long-range financial planning, introduction of new programs/strategies and regulatory action.
- Providing timely and accurate analysis and improvement of budgets, financial reports and financial trends in order to assist the CEO/President, the Board and other senior executives in performing their responsibilities.
- Enhance and/or develop, implement and enforce policies and procedures of the organization by way of systems that will improve the overall operation and effectiveness of the organization.
- Establish credibility throughout the organization and with the Board as an effective developer of solutions to business finance challenges.
- Provide technical financial advice and knowledge to others within the financial discipline.
- Provide strategic financial input and leadership on decision making issues affecting the organization; i.e., evaluation of potential alliances acquisitions and/or mergers and pension funds and investments.
- Optimize the handling of bank and deposit relationships and initiate appropriate strategies to enhance cash position.
- Develop a reliable cash flow projection process and reporting mechanism that includes minimum cash threshold to meet operating needs.
- Be an advisor from the financial perspective on any contracts into which the organization may enter.
- Serve as the BSA compliance officer and assume responsibility of the backup BSA officer.
- Develop, implement and recommend a risk-based compliance program.
- Evaluate the credit union’s policies, procedures, products and programs to ensure compliance with applicable laws and regulations. Make recommendations for change where appropriate and communicate all changes to appropriate departments.
- On an ongoing basis, review laws and regulations that impact the credit union’s compliance requirements, with emphasis on Bank Secrecy Act, Patriot Act and OFAC.
- Develop and implement credit union security measures.
- Assist in development of compliance training programs for team members and the board and ensure the required training is completed on an annual basis and documented.
- Function as the primary liaison with DIFS, NCUA and auditors.
- Ensure timely completion of compliance reports.
- Lead IT strategic and operational planning to achieve business goals by fostering innovation, prioritizing IT initiatives, and evaluating current and futures IT systems across the organization.
- Direct development and execution of Credit Union Wide Disaster Recovery and Business Continuity Plan.
- Oversee and manage all phases of information technology system design, programming, networking, installation and operation.
- Design, develop and implement systems, policies and procedures related to Information Technology
- Assume responsibility of the IT administrator.
- Ensure the information security structure satisfies both external rules and regulations.
- Remain current with market trends through vendor relationships.
- Ensure timely completion of Information Technology reports.
- Maintain and support organizational systems including; core processing system, data reporting system and phones.
- Managing and coordinating building operations and facilities maintenance.
- Responsible for the security of member data, physical storage and record retention, including the development of non-retail related procedures.
- Work with department leaders to ensure efficient operational processes and workflows related to the credit unions operating systems.
- Responsible for the oversight of vendor management and due diligence.
This position is responsible for the direct supervision of the VP of Finance, BSA back – up Compliance Officer and IT Administrator and the indirect supervision of all employees in the accounting and finance department.
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Position Type/Expected Hours of Work
This is a full time position. Hours worked may exceed 40 hours per week. Occasional evening and weekend work may be required as job duties demand.
This position may require occasional travel, up to 25%.
Required Education, Experience, & Skills
- Bachelor’s degree required.
- 3-5 years of Executive level experience and/or training.
- Familiarity with Microsoft Office Suite applications.
One Detroit Credit Union is an equal opportunity employer.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
How to Apply
If more convenient please submit your resume to One Detroit Credit Union in person or by mail to:
One Detroit Credit Union
630 Howard Street
Detroit, MI 48226
Self-Help -- Investment Associate (Oakland, CA )
Self-Help -- Investment Associate (Oakland, CA )
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.org, www.self-helpfcu.org and www.responsiblelending.org.
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.
- 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.
- 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.
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.
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.
Alternatives FCU -- Chief Lending Officer (Ithaca, NY)
Alternatives FCU -- Chief Lending Officer (Ithaca, NY )
If you are a lending professional committed to hands-on leadership that goes far beyond assuring rules and regulations, Alternatives Federal Credit Union might be the perfect place to take your career! Alternatives is looking for an innovative strategic leader to join its team in the role of Chief Lending Officer. Reporting to the CEO, this position will be part of the Executive Management team and will be responsible for creating and implementing loan products and processes to meet the credit union’s goal of serving the underserved in our community. Ingenuity and a collaborative style will make you a good fit with the team. The right person will have a progressive approach to the changing lending landscape and provide strategic direction and leadership to the Consumer, Mortgage and Commercial Lending teams. Experience working with diverse people and cultural backgrounds will be considered an asset in this role. The ideal candidate will exhibit excellent leadership and team-building skills. A combinatioof education and seven or more years of progressive lending experience in a managerial role is needed.
Are We the Company for You?
Aternatives Federal Credit Union (Assets $118 Million) is dedicated to economic justice and providing exceptional service to its 11,000 members and our local community. Founded in 1979, Alternatives’ mission is to build wealth and create economic opportunity for underserved people and communities. Alternatives is actively committed to promoting and supporting diversity and inclusion among its staff, members, and the community. Since 1992, Alternatives has been a Low Income Designated Community Development Credit Union serving Ithaca, NY and the surrounding region. Beyond traditional credit union services, Alternatives deploys a host of community programs to provide financial education to youth, adults and businesses. 40% of Alternatives staff is a CUNA Certified Financial Counselor. Alternatives has been a leader in CDFI work and has been recognized nationally for its contributions in this area. Most notably, in 2014, Alternatives was awarded Community Credit Union of the Year and 2019 Desjardins Adult Financial Education Award by Credit Union National Association (CUNA).
Is This the Community for You?
Alternatives is located in Ithaca, NY, situated in the heart of Central New York and the Finger Lakes Region. Major employers include Education, Health Care, Technology, Tourism, and Agriculture. Ithaca is the home of Cornell University and Ithaca College. Tompkins County is a community of roughly 105,000 residents located at the south end of Cayuga Lake and famous for its many waterfalls and gorges. With its many small businesses, restaurants and music scene there is always something for everyone.
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