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.

Senior Vice President, Inclusiv Capital and Investment (New York, NY)

Senior Vice President
Inclusiv Capital and Investment

Inclusiv is the CDFI intermediary and national association for community development credit unions. Inclusiv provides capital, makes connections, builds capacity, develops innovative products and services and advocates on behalf of credit unions that serve residents of low-income urban, rural, and reservation-based communities across the US. Inclusiv is hiring for a Senior Vice President of Inclusiv Capital and Investment. .

The SVP of Inclusiv Capital and Investment will be responsible for building the investment and financing activity for Inclusiv through direct investment in community development credit unions and other mission driven community lenders and by building and growing secondary and participation markets to expand lending and investment in communities that need it most.

Responsibilities

Primary responsibilities will be to manage and grow the CDFI arm of Inclusiv; scaling financial products; ensuring solid financial performance of the portfolio; finding new market needs and opportunities; building relationships with investors; supplying industry data and information to support the case and managing a team of highly skilled lenders.

Build a robust lending and investment business

  • Oversee, support, and grow the Inclusiv Capital and Investments Team (Capital and Mortgage) developing and building capacity for the organization’s capital and mortgage center team.
  • Strategic thought leadership in the development and design of the Inclusiv lending and investment product lines to generate greater impact and scale.
  • Research needs and opportunities for new financial products (e.g., small business and cooperative secondary market, loan participations, green lending)
  • Identify investment opportunities and capital to support new activities
  • Manage and grow Inclusiv portfolio.
  • Engage with regulators, industry leaders and others to educate on existing product lines and develop referral channels and partners to increase awareness and visibility of product offerings
  • Design sustainable growth plans appropriate to each product line with respective team members
  • Ensure the content of program loan agreements is properly maintained and enhanced, engaging with legal counsel as needed.
  • Oversee the ongoing development of impact tracking metrics and processes
  • Market and promote new tools throughout credit union and community development fields

Investor Relations

  • Build relationships with key partners for Inclusiv, supporting presentations and reporting to investors.
  • Manage and grow impact investors
  • Educate impact investors on the opportunities and need on the ground for capital
  • Work with corporate treasurers, philanthropy, banks, insurance companies and others to calibrate the availability of capital with demand from credit unions and other community-based lenders
  • Explore catalytic tools to guarantee or enhance loans

Manage dynamic growing team

  • Build and grow dynamic and diverse lending and investment team
  • Identify new positions essential for managing and operating a growing business
  • Recruit, hire and train new staff members to increase capacity and capability of team

Essential Experience, Skills and Attributes

Candidates must be strategic, possess deep financial analytic skills, and bring strong leadership and management skills.  Successful candidates will bring:

  • Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence
  • 10+ years’ experience in financial leadership role within credit unions, banking and/or CDFI environment
  • At least 5+ years lending experience
  • Able to think strategically and critically, to analyze and synthesize complex finance issues and information, and to develop recommendations for change.
  • Excellent professional written (being able to communicate analysis, familiarity, recommendations, and oral communication skills; able to succinctly and persuasively convey written analyses and recommendations; able to communicate adeptly with various audiences including investors, funders, board members/committee, and other key stakeholders.
  • Strong organizational and personnel management skills, with a successful track record of building and managing high-functioning teams; able to work well with a diverse staff;
  • Background in the mortgage industry helpful;
  • Bachelor’s degree in finance or business administration required; MBA strongly preferred.
  • Authorized to work in the US

To Apply: Please send cover letter, resume and salary requirements to hr-svpcap@inclusiv.org. Resumes will be reviewed on a rolling basis until the position is filled.  This position is based in New York City but will consider remote work for the ideal candidate.

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). Founded in 1974, Inclusiv is headquartered in New York, NY, with offices in Madison, WI and Albuquerque NM.

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.

Senior Vice President Policy and Communications (New York, NY)

Senior Vice President
Policy and Communications

Inclusiv is the CDFI intermediary and national association for community development credit unions. Inclusiv provides capital, makes connections, builds capacity, develops innovative products and services and advocates on behalf of credit unions that serve residents of low-income urban, rural, and reservation-based communities across the US.  Inclusiv is hiring for a Senior Vice President of Policy and Communications.

The SVP of Policy and Communications will lead Inclusiv’s national policy, advocacy, and communications strategy.  The Senior Vice President will design and execute the organization’s policy strategy overseeing a range of policy, advocacy and evaluation activities that advance the Inclusiv mission and the impact of its Network.  On the communication front, the SVP will forge a communications strategy to advance the organization and movement, expanding awareness, reach and visibility of Inclusiv and its Network.

This position will report directly to the President\CEO and participate on the organization’s senior management team.

Responsibilities

The Senior Vice President of Policy and Communications will be charged with building and expanding the Inclusiv policy agenda, driving mission-based messaging, organizing and building consensus and support among Inclusiv members and partners.

Design and Implement Policy Initiatives

  • Develop the Inclusiv Policy Agenda and Platform with senior leadership.
  • Research policy and proposed policy that impact the ability of community development credit unions to advance financial inclusion, racial equity and climate action in low-income communities
  • Build relationships with policymakers and key stakeholders and supporters in the community development field, with advocates and industry leaders
  • Design strategies to educate and inform policymakers, think tanks, advocates and strategic partners on advancing legislation and regulation to promote greater impact in communities served.
  • Convene and grow the Inclusiv Government Affairs Committee to tackle, analyze and guide our policy platform and position statements
  • Draft policy position briefs, papers and statements and lead an ongoing process to fine-tune and update policy positions.
  • Identify and participate in key policy forums and events to expand the visibility and influence Inclusiv policy positions.
  • Analyze and evaluate achievable and realistic policy and regulatory outcomes for Inclusiv and its members.
  • Track and support major regulatory changes that may impact the ability of community development credit unions to serve their members and communities.

Communications Strategy and Implementation

Supervise the Inclusiv Communications team to carry out the following goals and strategies:

  • Create consistent and compelling messaging strategy for the organization
  • Craft and execute Inclusiv communications plan identifying strategies and activities to advance awareness of the organization, programs and network.
  • Coordinate and engage with credit union members to understand the role within the community and design broad-based messages and marketing strategies to enhance public awareness of their work.
  • Oversee the development and execution of media, social media and communications strategies.
  • Build relationships and maintain contacts with area and industry media, prepare press releases and PSAs.
  • Develop stories to increase awareness of the impact of Inclusiv and its members to better inform external audiences about the work
  • Support Inclusiv departments and teams in communications of impact data and messaging to build greater understanding and appreciation for the work of community development financial institutions and minority depositories.
  • Oversee regular organizational and department-specific communications including announcements, e-newsletters, email blasts, briefings, convenings and campaigns that celebrate the work of the movement.
  • Maintain and update the Inclusiv website

Essential Experience, Skills and Attributes

The successful candidate is highly motivated, energetic, passionate, and enjoys working in a fast-paced environment with excellent organizational skills and attention to detail. A team player, the ideal candidate will be comfortable working across multiple departments, amongst Board, senior leadership, staff and members to help shape the organizational policy agenda, develop effective messaging and implement an advocacy and communications strategy.

The ideal candidate will be a leader with:

  • Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence
  • Passion and focus on financial inclusion, social justice and equity
  • Excellent written and verbal communication skills
  • Deep understanding of the movement, member needs and opportunities to model the work in local communities for lasting national transformation and change.
  • Structures complex problems and solutions in communities into a digestible manner for stakeholders, members and external audiences
  • Brings subject matter expertise and relationships to the work and the organization
  • Skills in communicating key messages visually as well as verbally
  • Clear, direct and collaborative approach to team building and management.
  • Authorized to work in the US

Experience

  • Background and experience in government and\or public policy positions with success in influencing change at a federal, state or local level.
  • Experience working in coalitions, alliances or partnerships fighting for social justice, financial inclusion, community development and\or equity.
  • Experience developing and delivering testimony, research\policy briefs, articles and press releases.
  • Experience developing communications on impact for funder and investor audiences
  • A minimum of eight-to ten years’ experience in policy, advocacy and communications and\or experience in complementary fields such as journalism or public relations.
  • Experience managing a professional team and department successfully delegating and coaching team members for maximum effectiveness.

To Apply: Please send cover letter, resume, salary requirements to hr-svppolcom@inclusiv.org. Resumes will be reviewed on a rolling basis until the position is filled.  This position is based in New York but will consider remote work for the ideal candidate.

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). Founded in 1974, Inclusiv is headquartered in New York, NY, with offices in Madison, WI and Albuquerque, NM.

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.

Senior Communications Officer (New York, NY)

Senior Communications Officer

Inclusiv is the CDFI intermediary and national association for community development credit unions. Inclusiv provides capital, makes connections, builds capacity, develops innovative products and services and advocates on behalf of credit unions that serve residents of low-income urban, rural, and reservation-based communities across the US. Inclusiv is hiring for a Senior Communications Officer.

The Senior Communications Officer will be a dynamic professional that will execute our national marketing and communications strategy, and engage and cultivate stakeholders among the media, a diverse practitioner field, and social impact investors. The Senior 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 Senior Officer will be effective at synthesizing and drafting information and materials gathered from multiple sources.

The Senior 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 Senior Communications Officer will report to the SVP of Policy and Communications, a new position for Inclusiv.

Responsibilities

  • Develop and execute a strategy for Inclusiv communications plans and campaigns including social media that advances the organization’s broader strategic objectives
  • Create content for communications and marketing campaigns, including marketing collateral, emails, newsletters, press releases, talking points, PPT presentations and announcements about Inclusiv and its member community development credit unions
  • Work with appropriate team member on editing, finalizing and producing briefs, summaries, case studies and reports
  • Supervise Communications Officer, junior staff and\or interns
  • Implement compelling campaigns for multiple audiences, including Inclusiv members, potential members, industry supporters and allies, government officials, investors and funders
  • Engage members for interviews to develop impact stories, and document and share best practices
  • Manage and perform a variety of graphic design tasks both in-house and external as appropriate
  • Develop and build relationships with press (both credit union trades and mainstream publications) to develop stories, follow-up on press releases and announcements and ensure coverage of how community development credit unions are helping low-income Americans achieve financial independence
  • Establish and track the Inclusiv’s communications and marketing metrics and analysis to inform improvements and decisions for digital and offline strategies
  • Oversee contact management strategy throughout the organization (coordination between Constant Contact, SF and other CRM or databases)
  • Support Inclusiv’s Annual Conference and other virtual and in-person events

Essential Experience, Skills and Attributes
The successful candidate is passionate and well-versed in social and economic justice issues. S/he is highly motivated, energetic, and enjoys working in a fast-paced environment. Must be a self-starter and have excellent written and verbal communication skills. S/he must possess strong organizational skills with attention to detail. 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. A bilingual Spanish/English speaker is desired, but not required.

  • Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence
  • 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, and image editing
  • Experience with WordPress is required
  • Must have experience designing materials using 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 with Facebook advertising is preferred
  • Experience in developing multi-channel, external-facing communications is required; experience in both B2B and B2AC communications is desired
  • Must be comfortable working in a matrixed environment, working with cross-functional teams
  • Bachelor’s degree is required; a minimum of five to seven years of communications experience is needed, including a minimum of three years in the nonprofit field
  • Authorized to work in the US

To Apply: Please send resume, cover letter, three (3) writing samples (must include at least one consumer-facing communication) to hr-srcom@inclusiv.org. Resumes will be reviewed on a rolling basis until the position is filled. This position is based in New York City but will consider remote work for the ideal candidate.

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). Founded in 1974, Inclusiv is headquartered in New York, NY, with offices in Madison, WI and Albuquerque, NM.

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.

Impact Investment Associate (New York, NY)

Impact Investment Associate, Inclusiv Capital

Inclusiv is the CDFI intermediary and national association for community development credit unions. Inclusiv provides capital, makes connections, builds capacity, develops innovative products and services and advocates on behalf of credit unions that serve residents of low-income urban, rural, and reservation-based communities across the US. Inclusiv is hiring for an Impact Investment Associate to support its community development lending and impact investing initiatives.

The Impact Investment Associate is a key member of the Investment team responsible for operational support of Inclusiv/ Capital.  This position will be responsible for supporting and managing relationships with investees and investors, program and portfolio administration, financial and impact analysis, and managing the Social Impact Deposits Platform.  This is a great opportunity for someone interested in developing experience with values aligned investing, community finance, portfolio management, and impact analysis.   This position reports to the Director of Inclusiv Capital.

Inclusiv/Capital is an impact investor that helps Community Development Credit Unions (CDCUs) strengthen their finances and expand their impact on low-income communities.  Inclusiv’s current investment offerings are designed to increase liquidity, boost net worth, and reduce credit unions’ risk so our member CDCUs can achieve greater impact in their local communities.

Since 1982, Inclusiv/Capital has invested more than $200 million in CDCUs across the country to advance financial inclusion and racial equity initiatives.  As the national CDFI intermediary for CDCUs, Inclusiv/Capital has innovated capital products and works with diverse cohorts of investor partners ranging from banks, foundations, socially responsible trusts, corporations, religious institutions, and others in innovating and scaling capital products to advance financial inclusion.  Investees in our portfolio represent more than $25 billion in community-controlled assets and provide vital financial services and asset building opportunities to more than 3 million members of historically underserved communities.

Responsibilities

  • Program management and administration of the Inclusiv Impact Deposits Platform
    • Promote and explain program to investors and users
    • Direct administration of investment platform
    • Liaison with platform partner
    • Identify and implement platform enhancements
  • Financial analysis and support with loan application reviews and underwriting
  • Loan and Portfolio Administration (including servicing, tracking and reporting/ compliance and relationship management (both investees and investors)
  • Assist with monthly and quarterly financial and impact reporting
  • Provide programmatic and administrative support (scheduling meetings, program calendar, meeting minutes)
  • Other duties as needed and as projects evolve

Essential Experience, Skills and Attributes

  • Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence
  • Undergraduate Degree
  • 1-3 years of work experience
  • Project management experience and strong analytical skills
  • Demonstrated ability to work as part of a team within mission-driven work environment
  • Ability to bring clarity, structure and discipline to complex projects
  • Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence
  • Excellent computer skills, proficiency in Word, Excel & PowerPoint required; Experience with Salesforce preferred
  • High level of integrity, personal organization and flexibility
  • Dynamic, self-starter with high attention to detail
  • Ability to prioritize and organize task completion in alignment with strategic goals
  • Excellent communication skills both verbal and written
  • Authorized to work in the US

Please submit a cover letter and resume to hr-invstassc@inclusiv.org.  Resumes for this position will be accepted on a rolling basis until the position is filled.  This position is based in New York City but will consider remote work for the ideal candidate.

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). Founded in 1974, Inclusiv is headquartered in New York, NY, with offices in Madison, WI and Albuquerque, NM.

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.

Membership Officer (New York, NY)

Membership Officer

Inclusiv is the CDFI intermediary and national association for community development credit unions. Inclusiv provides capital, makes connections, builds capacity, develops innovative products and services and advocates on behalf of credit unions that serve residents of low-income urban, rural, and reservation-based communities across the US.

Inclusiv is seeking a talented, organized, and motivated Membership Officer to join our programmatic and network building initiatives.  The Membership Officer will provide business development support to the Director of Membership Growth and Partnerships to recruit new members (Policy, Associate, etc.), establish new partnerships and ensure the proper onboarding of credit unions and partners joining the Inclusiv Network.

The Membership Officer will track membership recruitment efforts, improve existing follow up protocols and track member engagement activities through SalesForce.

Responsibilities

Member Engagement

  • Support Membership Director in engaging with members via email, phone calls, and in-person meetings
  • Provide responses to member inquiries in a timely and comprehensive manner
  • Support Membership Director in pursuing new member leads and establishing relationships with credit unions and partners outside of the Inclusiv network with the goal of expanding market share of the network
  • Work with Membership team to enhance tools and materials provided to members related to participation in Inclusiv programs, application for resources, annual reporting, etc.

Research & Data

  • Develop, analyze, track, update, and measure credit union member data to identify the impact of the services by utilizing knowledge from trending and analytics (age demographic, life stages, relationship matrix with CU, member matrix and analytics for loan and deposits, transaction analytics and more).
  • Collect/extract, clean and refine necessary credit union client’s internal confidential account data, collect necessary Business Intelligence data from available Industry reports, public information, field reports or purchased reports and perform the necessary data cleaning, coding, refining and make it analysis ready to execute required data analysis.
  • Identify and analyze Financial Industry trends, geographic trends, and demographic trends to help enhance internal product developments or to improve impact of existing programs/products.
  • Analyze competitive market strategies to assist in member growth and retention, improve internal processes, branch operations, increase revenue, etc.
  • Develop systems to assist credit unions with the analysis of member relationship, utilizing credit union data to analyze trends and behaviors at a product, branch, and institution level. Generate standard or custom reports summarizing business, financial, or economic data for review by executives, managers, clients, and other stakeholders.
  • Schedule periodic internal data reports that effectively communicate data trends and patterns.
  • Manage timely flow of Business Intelligence information and data reports to users and staff members of different departments/programs by updating and using CRM platform Salesforce’s updated info.
  • Design reports based on organization-wide and unit-specific needs in reporting to members, partners, funders, and the Board of Directors. Reports should ultimately be available in SalesForce.
  • Use Data tools to assist with Business Development and Prospective Member management, including assisting with follow-ups of members, prospects, and partners, and in tracking progress of Business Development efforts.
  • Maintain guide for internal reference regarding Data analytics and reporting processes.

Salesforce Programming

  • Serve as primary system administrator for the Salesforce environment with 22+ users. Manage and communicate system changes without interruption to the user.
  • Handle all basic administrative functions including user account maintenance, reports and dashboards, workflows, and other routine maintenance tasks.
  • Complete regular internal system audits and prepare for upgrades, data uploads and new fields and objects. Proactively seek out and identify needed system changes.
  • Coordinate the evaluation, scope, and completion of new development requests. Modify the system to increase benefits and usability.
  • Assist in training of new users and grow the Salesforce.com skill set across the organization. Provide support functions as needed.
  • Work independently with members of the user community to define and document development requirements.

Essential Experience, Skills and Attributes

  • Bachelor’s degree required; Master’s degree preferred
  • Intermediate to advanced level of proficiency using Business Intelligence Software. Experience with a Customer Relationship Management (CRM) software including Salesforce CRM preferred.
  • Demonstrated presentation and analytical skills.
  • Strong knowledge of data management, including data collection, warehousing, segmentation, mining, storing, cleansing and security.
  • Knowledge of applicable data privacy practices and laws.
  • Project Management skills and exposure to project-based work structures.
  • Technical expertise in use of data modeling, database design development, data – mining and segmentation techniques.
  • Knowledge of and experience using statistical packages for analyzing data sets, including MS Excel, SAS, SQL, R, Python.
  • Proficient in MS Excel and experience with relational databases
  • Excellent research and communication skills both verbal and written
  • Authorized to work in the US

This is a full-time job (40hours per week) and will require some travel (10%) within the US and Puerto Rico.

Please submit a cover letter and resume to HR-MbrshpOff@inclusiv.org.  Resumes will be reviewed on a rolling basis until the position is filled.  This position is based in New York City but will consider remote work for the ideal candidate.

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). Founded in 1974, Inclusiv is headquartered in New York, NY, with offices in Madison, WI and Albuquerque NM.

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.

 

Career Opportunities at Inclusiv member credit unions

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

Kaua'i FCU – Lending Director (Lihue, HI)

Job Title: Lending Director

FLSA Status: Exempt

Reports to: EVP /Chief Operations Officer

PURPOSE AND SCOPE

  • Responsible for executing the credit union’s short and long-term lending strategy.
  • Provide leadership and guidance to the daily functions of the lending department. Understands the mission of the credit union.
  • Exercises sound judgment in making decisions that are mutually in the interest of the member and the credit union within the framework of the credit union’s mission.

ESSENTIAL JOB FUNCTIONS

  1. Directly responsible for the coordination of the day-to-day functions of the lending department and direct supervision of the staff. Ensures that the functions of the lending department are in line with the overall member experience strategy as set forth by the executive team.
  2. Promotes the credit union’s strategic objectives related to workplace culture. Actively develops and provides support to the lending team. Participates in the hiring and onboarding of new staff. Trains, coaches, and facilitates career growth plans for lending department staff. Conducts performance appraisals of direct reports.
  3. Works closely with the Chief Operations Officer to ensure that lending processes and programs are appropriate and relevant to the credit union’s existing and potential membership base. Makes recommendations for and assists with the creation of and implementation of new lending programs.May be tasked to build programs for consumer, small business, and real estate lending.
  4. Participates in the credit union’s lending function. Meets with members and potential members, underwrites applications for credit, and responsible for making sound lending decisions. Serves as a resource to staff and approves exceptions to policy limits when appropriate.
  5. Participates in community outreach with an eye toward identifying the needs of the community and opportunities for enhancing the credit union’s member experience and product positioning. Effectively represents and promotes the credit union and develops new business relationships.
  6. Monitors the credit union’s delinquent loan portfolio and ensures that appropriate action is being taken to remedy delinquencies.
  7. Maintains an up-to-date understanding of, and ensures that the department remains compliant with, lending and collections-related laws and regulations.
  8. Ensures effective internal controls within the lending department.
  9. Assists the executive team in the timely reporting of credit quality and performance data to the Board of Directors, regulators, and other stakeholders.
  10. Must comply with applicable policies, laws and regulations, including but not limited to the Bank Secrecy Act, the USA PATRIOT Act, Office of Foreign Assets Control, and the Equal Credit Opportunity Act.
  11. Performs other duties as assigned.

SUPERVISION RECEIVED

  • Work with direct supervision from the Member Services Supervisor.
  • Empowered to solve problems in a professional and timely manner.
  • Exercise discretion and independent judgment in tasks/situations detailed in departmental procedures.

MANAGEMENT/SUPERVISORY RESPONSIBILITIES

Directly Supervises: Lending Specialist, Loan Officers, Credit Recovery Officer, Loan Clerks, and other Lending Department staff

IDEAL EDUCATION AND/OR EXPERIENCE

  • Bachelor’s Degree or higher from and accredited college or university; and
  • Sufficient expertise and experience to inform the credit union’s underwriting philosophy and standards, as well as to guide the development of lending programs in the areas of consumer, small business, and real estate lending.

PHYSICAL DEMANDS

Work Environment:

  • “Moderate” noise level in an enclosed air-conditioned facility (e.g., office with computers, printers, work area with light traffic, telephones, etc.).
  • May require continuous communication via telephone and other electronic messaging for up to 4 hours.
  • Usually indoor work with occasional work outdoors.
  • Must be able to lift, push, and pull a minimum of 25 lbs.
  • Must be able to operate office equipment such as: computer, typewriter, fax, telephone, photocopier, and calculator.
  • Position may require prolonged sitting, standing, and walking.

TRAVEL REQUIREMENTS

Some travel may be required to attend meeting/educational offerings by car or aircraft to various locations throughout the United States. The length of the travel varies by purpose.

ATTENDANCE REQUIREMENTS

Please note that scheduled attendance requirements may change due to business needs.

Scheduled days of work when the credit union is open:Monday, Tuesday, Wednesday, Thursday from 7:40 a.m.4:40 p.m.

Friday staggered shifts (CU hours: 8:30 a.m. 6:00 p.m.)

Must be able to work additional hours, weekends, and Holidays as needed.

Resumes should be sent to careers@kgefcu.org.

Concord FCU – Loan Underwriter/Loan Officer (Brooklyn, NY)

Organization Description

Founded in 1951, Concord Federal Credit Union (CFCU) is a $10 million community development financial institution dedicated to providing quality financial products and services to its membership. CFCU’s goal is to help its members improve their lives with the use of safe financial products and financial literacy resources. CFCU serves approximately 680 members primarily located in the central Brooklyn community of Bedford-Stuyvesant.
In anticipation of significant growth, CFCU is seeking a full-time Loan Underwriter/Loan Officer to assist in the processing of consumer, business and SBA loan applications.

Position Summary

Reporting to the Vice President and Chief Operating Officer, the Loan Underwiter/Loan Officer originates, underwrites and services loan applications from credit union members.

  • Origination, Underwriting, Closing
    • Understand and be able to describe the range of personal loan and business loan credit union products to credit union members
    • Understand and underwrite SBA loan products for small business credit union members; working knowledge of SBA products, services, documentation requirements and software
    • Assist the member in determining which product best fits their needs
    • Take in loan applications and required supporting documentation.
    • Ensure that documentation complies with AML/BSA requirements
    • Perform due diligence in underwriting consistent with credit union loan policy
    • Present completed loan applications to the VP/COO and recommend a lending decision
    • Prepare periodic reports of activity for credit union management
    • Communicate the decision to the applicant
    • Close loans
  • Portfolio Management
    • Maintain accurate loan files
    • Participate in delinquency meetings with Credit Union management and share in collection duties
    • Develop work-out strategies with borrowers who become delinquent or default on payment
  • Other Responsibilities
    • Suggest new loan products for the credit union
    • Coordinate implementation of new loan products
    • Ensure that loan product marketing materials are accurate and current
    • Promote the credit union and its loan products at community outreach events
    • Network with community and business leaders
    • Participate in financial literacy training sessions on lending

Requirements

Candidates must have

  • a Bachelor’s degree
  • 5 years experience as an underwriter or loan officer with a bank, savings & loan or credit union
  • strong computer skills
  • strong interpersonal skills
  • strong communication skills (oral and written)
  • ability to produce with a limited degree of supervision
  • ability to meet loan projection targets and deadlines
  • proficiency with MS Office products
  • exceptional maturity and compassion
  • a high degree of self-motivation, initiative, dedication and a commitment to the community development mission of CFCU
  • familiarity with the iPower software product is a plus
  • proficiency in Spanish is a plus

Salary

Salary commensurate with experience.
If interested, forward resume and cover letter to hello@concordfcu.org.

New Covenant Dominion FCU – Marketing Specialist (Bronx, NY)

MARKETING SPECIALIST

Founded in 2007, New Covenant Dominion FCU is the community financial institution sponsored by the church leadership of New Covenant Faith and Miracle Arena, Inc. The church is the sponsoring entity of NCDFCU and is completely committed to the sound establishment and operation of the credit union.

NCDFCU began as a small initiative to help build financial capacity among the members of the church but has grown into a full-fledged financial institution with a suite of banking services aimed at filling the gaps that exist in our local economy. We desire to support positive transformation & economic development in our community by serving as one of the few minority depositories and sources of affordable credit in our local area.

We seek a qualified and passionate Marketing Specialist to increase the acquisition of memberships and member awareness concerning Credit Union products and services. This is an 8 month project based employment opportunity with a start date of February 2022. Opportunity for full time hire will exists based on performance at the end of this project. The following is the general description of the duties, subject to finalization upon hire.

Responsibilities:

  • Develops & implements strategic marketing, advertising, and sales promotions.
  • Finalize the marketing outreach by the physically opening all new accounts
  • Coordinates advertising programs and creation and distribution of advertising, marketing brochures, sales kits, or other collateral materials- including making on site presentations to potential target audiences
  • Represents the Credit Union at public, community, and business events.
  • Works with partners and other outside contacts and maintains positive, professional relationships.
  • Maintain Digital presence- website, email campaigns, social media- according to credit union policies to achieve growth
  • Completing other marketing and business development duties upon assignment.

Qualifications:

The Marketing Professional must have:

  • Have a college degree (BS or BA in a relevant field. Masters’ Degree is commendable.)
  • Have 2 – 3 years of similar or related experience.
  • Be knowledgeable about faith-based institutions and the non-profit industry. Must demonstrate comfort and confidence in communicating with clergy regularly as they are our primary target market.
  • Be knowledgeable about banking practices, policies, procedures, operations, products, services, and regulations. Specific knowledge of the philosophy and structure of the Credit Union industry is also very commendable.
  • Be knowledgeable about media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media
  • Be knowledgeable about the principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
  • Be available on weekends for presentations as needed
  • Have excellent time management and office administrative skills to manage both on site and off-site schedules and relationships.
  • Be able to address and carry out oral and written instructions, make independent judgments based upon common sense, and keep and maintain accurate records.
  • Be able to stand, walk, and talk for prolonged periods. Significant physical abilities include lifting fifty (30) pounds, carrying, pushing, balancing, stooping, reaching, handling, talking, hearing conversations and other sound (potential hazards), visual acuity, depth perception and visual accommodation.
  • Possessing a NYS Notary License is a plus

Marketing Specialist will need to be able to work in a fast-paced environment and be able to effectively multitask. Experience with computers is required and all candidates must be able to read, write, and communicate effectively.

Compensation: $2K - $4K monthly commensurate with experience.

To apply, submit a resume and cover letter demonstrating your work experience to operations@newcovenantcreditnion.org. Applications without a cover letter will not be considered. Only candidates under consideration will be contacted.

Holy Rosary CU – Vice President of Lending (St. Louis, MO)

About the job

Located in the heart of Kansas City, Missouri, with an asset size of $35 million, Holy Rosary Credit Union has often been called the "melting pot credit union" over its 79-year history. Holy Rosary Credit Union is a financial institution owned by all members, who are bound together by their various faiths, familial ties and other associations. The Credit Union's mission is to provide an economic opportunity with a vision to create a world without poverty.

Holy Rosary Credit Union is committed to its members' financial well-being by offering exceptional financial/lending opportunities while embracing the culture of financial literacy and community involvement.

Reporting to the President, the incoming leader will provide a strategic "hands-on" approach and oversight for the growth of the lending portfolio while implementing ground-breaking member-centric solutions that offer a captivating member experience. The incoming leader will be responsible for the Credit Union's lending portfolio, including consumer, mortgage, and business.

A minimum of five years of lending experience includes formal credit training, and five years of professional managerial experience, preferably within the Credit Union industry. A Bachelor's Degree will be required, a Master's degree preferred. It is preferable, but not required, to obtain a license through the Nationwide Multistate Licensing System (NMLS).

Holy Rosary Credit Union (HRCU) is committed to creating an environment free of harassment or discrimination of any kind. We believe in the principle of equal opportunity for all. Employment decisions at HRCU are based on business needs, job requirements, and individual qualifications. We do not consider your gender, gender expression or identity, race, age, color, religion or belief, sexual orientation, disability, family or parental status, or any other status. We encourage members of underrepresented groups to apply.

This is a management position

This is a full time position -- APPLY HERE

Hope CU – Grant Writing Manager (Jackson, MS)

Title: Grant Writing Manager

Department:  Investor Relations

Reports To: SVP, Investor Relations, Team Lead

Job Classification: Full-time, Exempt

Job Summary

For 27 years, HOPE (Hope Enterprise Corporation, Hope Credit Union and Hope Policy Institute) has helped entrepreneurs, homebuyers, families and communities become more financially secure by providing affordable financial services; leveraging resources; and engaging in policy advocacy to strengthen communities, build assets, and improve lives in economically distressed parts of Alabama, Arkansas, Louisiana, Mississippi and Tennessee.

The Grant Writing Manager will serve as part of HOPE’s Investor Relations team, while working with the SVP, Investor Relations, Team Lead and colleagues to successfully submit private, philanthropic and government funding applications annually. Each year, HOPE raises millions of dollars in the form of grants, loans, contributions, mission driven deposits and other resources from foundations, banks, public agencies, individuals and other sources. Must be located within company footprint of Alabama, Arkansas, Louisiana, Mississippi and Tennessee.

This position will be responsible for managing the successful submission of a number of grant applications and reports annually, including drafting whole and pieces of these documents, managing contractual grant writers, gathering submission components and reviewing them for completeness and accuracy before submitting to funders. The Grant Writing Associate will report to this position. Work requires that the employee use considerable judgment and creativity in organizing the workflow and assuring adherence to deadlines.

Essential Functions

  • Lead and support Strengthening HOPE Initiative that values an organizational culture for open communication, innovation, associate engagement and other traits that contribute to collaboration and high performance.
  • Manage full range of activities required to successfully submit grant applications, letters of interest, concept papers and other proposal narratives to private, philanthropic and government (federal, state and local) funders annually, including supervising grant writing contractors and engaging colleagues across the organization to ensure application strategies are in line with departmental work plans.
  • Research possible funding opportunities to pursue and work with Grant Writing Associate to facilitate internal decision making on whether to apply and if so, with what application strategy.
  • Complete narrative reports to funders as required.
  • Provide leadership, coaching and management to the Grant Writing Associate.
  • Support Investor Relations team efforts to maintain an organized, robust Salesforce database that records up-to-date relationships with institutional and individual funders, investors, and prospects, particularly by creating and updating records related to funding requests.

Secondary Functions

  • Perform general administrative duties such as attending meetings, report production
  • Other duties as required.

Competencies/Skills

  • Must be proficient with MS Word, Excel, and Outlook; past experience with Salesforce preferred.
  • Must be a continuous learner who enjoys taking on new challenges.
  • Strong organizational and time management skills with exceptional attention to detail.
  • Ability to write clearly and effectively.
  • Passion and dedication to HOPE’s mission and work.
  • Ability to apply commonsense understanding to carry out written or oral instructions, taking initiative to ask questions when something is not clear.
  • Ability to communicate and resolve minor problems and issues as may arise in a cheerful and customer oriented manner.
  • Ability to adapt when problems or tasks arise in daily work that may involve few concrete variables or are unexpected.
  • Ability to multi-task and function in a fast paced environment.
  • Ability to read and interpret documents, collect information for routine reports and correspondence.
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
  • Ability to compute rate, ratio, percent, and interpret data.
  • Ability and desire to work as needed to complete certain quarterly, ad hoc, or monthly projects, including working on occasion after 5:00 pm and on weekends.
  • A professional and resourceful style; the ability to work independently, as a team player, and initiative to take responsibility to address issues as needs arise.

Desired Qualifications

  • Bachelor’s Degree required; Master’s Degree preferred.
  • At least four years of experience performing the duties described in the Essential Functions above, especially grant writing and project management experience; or an equivalent combination of education and experience.

Physical Demands

  • Employee is regularly required to sit, stand and walk
  • Employee will use hands to finger, handle or feel, reach with hands and arms, and talk or hear
  • Employee must regularly lift and/or move up to 10 pounds and frequently lift and/or move up to 25 pounds
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment

  • Employee spends the majority of time in office environment, generally accessible to the public, customers, and potential customers
  • Noise level in the work environment is usually moderation.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

APPLY HERE

Inclusive Prosperity Capital – Smart E-Loan Regional Program Manager, Southwest (Remote/NM or AZ)

INCLUSIVE PROSPERITY CAPITAL

SMART-E LOAN REGIONAL PROGRAM MANAGER, SOUTHWEST

ABOUT THE ORGANIZATION

Inclusive Prosperity Capital, Inc. (IPC) is a not-for-profit investment fund working at the intersection of clean energy finance and community development. Our team is focused on connecting investment capital with mission-aligned organizations, clean energy projects, and community initiatives in traditionally underserved markets.

We believe everyone should have access to the benefits of clean energy. We can change the conversation in underinvested neighborhoods and markets, helping to deliver Inclusive Prosperity.

For more information about IPC, please visit us at: https://www.inclusiveprosperitycapital.org/

ABOUT THE OPPORTUNITY

IPC seeks a regional program manager to support the national expansion of its single-family clean energy financing program, Smart-E Loans, in the Southwest. Smart-E mobilizes the lending capacity of local lenders, a vetted contractor network, and the experience of trusted program partners to scale clean energy home upgrades in a national residential loan platform using a proven, standardized product that supports underserved borrowers.

This is a unique opportunity to lead the launch and management of Smart-E Loan programs in New Mexico, Arizona, and Texas with our partner Inclusiv. The position will be focused on developing and fostering relationships with local contractors, community-based lenders, and other stakeholder groups including nonprofits and state and local governments.

An ideal candidate will enjoy helping local businesses grow, have an understanding of residential energy efficiency and/or renewable energy, and a passion for building programs.

Responsibilities include:

  • Recruiting, onboarding, supporting, and managing a network of energy contractors into a residential loan program, including tracking compliance documents such as certificates of insurance and licenses.
  • Onboarding new lenders onto the workflow management platform with support from program partner Inclusiv.
  • Working with lender and contractor partners to manage projects through all process steps, including reviewing project information for program compliance.
  • Corresponding with external stakeholders, including homeowners, contractors, and lenders, by phone and email.
  • Supporting the management of the programs’ online workflow management platform.
  • Supporting the planning and implementation of the loan program in new markets across the Southwest.
  • Creating monthly impact and grant reporting for program partners and funders.

QUALIFICATIONS

Education:

The ideal candidate will have a Bachelor’s degree in a related field and a minimum of 5 years of experience working in a customer-oriented program administration role, with special consideration given to candidates with education and/or experience in the energy field.

Skills:

IPC seeks candidates that exhibit both mission alignment and professional competency in the following areas:

  • Demonstrated program implementation and management experience.
  • Familiarity with single family energy programs and policies in the Southwest markets. Existing relationships a plus.
  • Strong interpersonal skills involving the ability to work with staff and a variety of organizations, at all levels, internally and externally.
  • Strong writing skills and the ability to communicate effectively, tactfully, and courteously through oral and written communications.
  • Ability to facilitate communication with contractors, lenders, and other stakeholders.
  • Knowledge of and direct experience with project tracking, with particular emphasis on customer support and application processing in the clean energy or financial services sectors.
  • Strong organization skills, attention to detail, and demonstrated ability to perform multiple tasks simultaneously.
  • Proficient in Microsoft Office Suite, particularly Excel.
  • Knowledge of customer relationship management (e.g., Salesforce) and/or workflow applications preferred but not required.
  • Willingness to learn about new energy-related technologies and financial products.
  • Experience with grant administration a strong plus.

Above all, an ideal candidate will be eager to learn and grow in a collaborative fast-paced team environment.

WHAT WE OFFER

  • The position will be a combination of remote and on-site work in New Mexico or Arizona, with an opportunity to have a workspace at an Inclusiv member’s office if needed.
  • Competitive compensation package commensurate with experience and skills, ranging between $60,000 – $85,000
  • A commitment to work-life balance with flexible, generous time-off policies (13 paid holidays, three weeks of vacation time - increasing with years of service, other personal time off, including for voting and community service).
  • Generous benefits package including health insurance covering medical, dental and vision, 401K with a 6% employer match, tuition reimbursement for continuing education, and paid parental leave.

EQUAL OPPORTUNITY 

IPC is an equal employment opportunity employer. We are strongly committed to fostering a diverse, welcoming, and inclusive work environment. IPC provides equal employment opportunity to all applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity or expression, marital status, national origin, ancestry, age, present or past history of mental disability, intellectual disability, learning disability, physical disability, including but not limited to blindness, status as a veteran, or any other characteristic protected by applicable federal, state, or local laws.

IPC complies with the Americans with Disabilities Act and corresponding state or local law. If you believe you need an accommodation in order to participate in the application process, please contact careers@inclusiveteam.org.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Women, people of color, individuals with disabilities, and veterans are encouraged to apply.

APPLICATION PROCEDURE 

To apply for this opportunity, please email your resume and cover letter to careers@inclusiveteam.org with “Smart-E Loan, Regional Program Manager” in the subject line.

Everence FCU – President and CEO (Lancaster, PA)

POSITION SUMMARY

Under the direction of the Everence CEO and working collaboratively as part of the Everence Senior Leadership Team, is responsible for the overall leadership of Everence’s banking services. Provides direction and guidance of Credit Union operations while implementing and executing major goals and objectives to achieve results consistent with the strategic direction of Everence. Represents the Credit Union to regulatory agencies, trade associations, community leaders, members, and other Credit Union partnerships/service organizations.

RESPONSIBILITIES AND DUTIES

  1. Serve as a member of the Everence Senior Leadership team, creating alignment between Everence and the Credit Union. Support and utilize Everence resources such as Marketing, Information Technology, Investment management, Human Resources, Sales, Legal, Office Services and other corporate services available.
  2. Assume responsibility for the development and implementation of the Credit Union strategic plan for service and growth in alignment with the Everence overall strategic plan.
  3. Develop and execute operational plans, policies, and goals for the Credit Union.
  4. Assume responsibility for establishing and maintaining effective financial policies.
    • Work collaboratively with Everence CFO to understand and ensure accuracy, integrity, and timeliness of all Credit Union financial, statistical, and accounting reporting.
    • Ensure that all assets of the Credit Union are adequately protected.
    • Ensure that all internal accounting and financial controls comply with applicable regulations.
  5. Assume responsibility for the administration of Credit Union functions.
    • Oversee daily operations, facilities, and security.
    • Provide guidance and oversight of Credit Union marketing and communication strategies/campaigns.
    • Relate to the Supervisory Committee and all other internal control groups.
    • Sign checks/documents and other negotiable instruments involving payments or liabilities of the Credit Union.
    • Provide oversight for the preparation of the Credit Union annual budget in conjunction with the Everence budget.
    • Ensure that the structure of the Credit Union is organizationally sound and that departmental units are developed and maintained in an efficient manner.
    • Ensure the integrity, accuracy, and effectiveness of data processing systems.
    • Ensure the Credit Union is compliant with all applicable laws and regulations and that all legal obligations are met.
    • Provide overall management of the Credit Union staff. Delegate appropriate authority and responsibility to Credit Union leadership staff.
  6. Establish and maintain professional business relations with:
    • Credit Union members.
    • Credit Union Board.
    • Credit Union Service Providers.
    • Church and community leaders.
    • Regulators and auditors.
    • National Credit Union Association (NCUA).
    • Others.
  7. Credit Union Board Accountability:
    • Inform the Board of all pertinent matters.
    • Board Meetings:
      • Assist in preparing the Board agenda.
      • Send notices on behalf of the Board.
      • Assure that all Board material is sent to Board members prior to meetings.
      • Actively participate in Board meetings.
      • Ensure that minutes of the Board meeting are recorded.
    • Submit all information, reports, and records as requested or required by law to appropriate government officials, regulators, and to the Board.
  8. Responsibility to Credit Union members:
    • Ensure that member’s problems or questions are promptly and courteously resolved.
    • Ensure that members are appropriately informed regarding Credit Union policies and programs.
    • Ensure that the Credit Union’s excellent professional reputation is maintained.
  9. Support development and distribution of Everence Community Investments.
  10. Support Everence’s focus on creating an environment of cultural competence to promote diversity, equity and inclusion.
  11. Support the expression of Christian Anabaptist values relating to stewardship of financial resources.
  12. Maintain knowledge of trends, developments, new technologies and market conditions relevant to credit unions.

QUALIFICATIONS

Education

Bachelor’s degree in business, marketing, finance, or related field.

Experience:

  1. At least 10 years of relevant financial institution experience, with at least five years in leadership/management.
  2. Proven track record of strong leadership skills, execution of strategy targeted on growth, high sense of urgency, and proactive decision- making capabilities.

Skills and Abilities:

  1. Must demonstrate functional knowledge of the credit union/banking industry.
  2. Ability to organize and analyze financial information and to accurately perform complex financial calculations.
  3. Strong analytical and problem-solving skills with a proven ability to exercise initiative, judgement, and discretion.
  4. Excellent organizational skills.
  5. Excellent interpersonal and negotiation skills.
  6. Strong written and verbal communication skills.

SUPERVISORY RESPONSIBILITIES: Credit Union Leadership Team (4)

ACCOUNTABILITY: See Affiliation Agreement and Master Services Agreement between Everence Federal Credit Union and Everence Services.

LOCATION: Lancaster, PA (preferred)

APPLY HERE

Everence FCU – Vice President of Credit Union Member Services (Lancaster, PA)

POSITION SUMMARY

Functions as a member of the EFCU senior management team, participates in establishing and implementing major credit union goals and objectives and serves as a resource in all aspects of retail operations and member services. Responsible for resourcing credit union member service and retail transactional activities for all branch offices and other distribution channels. Develops relevant policies, procedures, and training to ensure that all products and services of the credit union are professionally promoted, effectively distributed, and that quality member service is provided to all members.

RESPONSIBILITIES AND DUTIES

  1. Direct and oversee the day-to-day operations of direct member service (9 physical branches and national branch).
  2. Ensure credit union transactional services (debit cards, ESO, etc.) are developed and delivered in a professional, innovative, member focused manner.
  3. Develop strong individual relationships and collaborative teams. Empower employees & integrated teams to be decision makers and problem solvers. Enable and empower others by developing competence, assigning critical tasks, and offering visible support.
  4. Monitor employee sales activities and results to identify best practices. Routinely visit branches and departments, listen to cross-selling and referral attempts, provide coaching and mentoring to the staff to build and improve their employee cross-selling and referral skills.
  5. Work closely with branch managers in establishing and implement a sales management program that creates and supports a proactive selling environment. Provide coaching and mentoring to front line managers in effective techniques to build their employee coaching skills.
  6. Recommend branch facility enhancements, branch design, equipment installations and office renovations.
  7. Support revenue generating business partners. Champion cross-selling across all Everence product areas. Contribute to achievement of credit union sales goals including product penetration, member and deposit growth.
  8. Assist in the creation of marketing/sales plans and measurements for growth. Provide marketing operations and member service tactical support including product development.
  9. Responsible for the development and implementation of effective retail member service strategies, policies, and procedures in accordance with external rules and regulations. Ensure that policies and procedures are communicated to and implemented by all staff.
  10. Assist credit union managers and supervisors in hiring, mentoring, performance evaluation, scheduling, and training of employees.
  11. Establish and maintain effective communication, support, and coordination with VP of Operations, management team, staff, and members. Travel to branch locations to assist staff with member services and sales training.
  12. Respond to complex or problematic member questions or staffing problems as appropriate and ensure the highest quality of service and satisfaction.
  13. Hold regular staff meetings. Identify areas for improvement, changes in procedures, new developments, market opportunities, or changes in services or products. Keep staff up to date on trends and general credit union information. Schedule regular educational/training sessions for staff.

QUALIFICATIONS

  1. Extensive knowledge of credit union deposit, loan, and transactional products and applicable policies and standards.
  2. Minimum of three years previous supervisory experience. Previous experience of supervising management level staff preferred.
  3. Minimum of three years retail experience in a financial services environment.
  4. Passionate about delivering extraordinary member service.
  5. Proven track record of creating and growing exceptional teams.
  6. Excellent leadership, supervisory, and interpersonal skills.
  7. Embraces the Everence FAITH values in alignment with the Organization’s mission of integrating faith and finance.
  8. Ability to travel overnight as needed.

SUPERVISORY RESPONSIBILITIES

Regional & Branch Managers and National Branch Manager

APPLY HERE

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