Careers

Inclusiv is the largest network of community development financial institutions (CDFIs) with a mission to promote financial inclusion in low-income communities across the country. Through our network of more than 500 community development credit unions, Inclusiv reaches more than 20 million people with limited incomes and/or who live in historically redlined communities.

Inclusiv has been selected to receive and manage the deployment of capacity building grants through the Environmental Protection Agency (EPA) Clean Communities Investment Accelerator (CCIA), a program of the EPA’s Greenhouse Gas Reduction Fund (GGRF).  Inclusiv intends to deliver capital to credit unions that lend in low-income and disadvantaged communities (as defined by Justice40) to reduce carbon emissions, build healthier communities, create jobs in a greening economy and improve the financial security of consumers, households and small business.

Inclusiv is hiring a Vice President of Communications to lead our Communications team through an exciting period of growth, including developing our communications strategy for CCIA and hiring a team to execute that strategy. In addition, the Vice President of Communications will manage Inclusiv’s overall communications strategy and organizational communications team. This role requires an experienced professional with experience building teams, developing non-profit communications strategy, and engaging and cultivating stakeholders among the media, a diverse practitioner field, and social impact investors. They will have the ability to supervise the management of major projects to successful, on-budget completion and oversee a wide-ranging portfolio of work in a fast-paced environment.

The Vice President of Communications will be a senior member of the Policy and Communications team, reporting to the Senior Vice President, Policy and Communications. While building the team and throughout their tenure, the Vice President of Communications should be prepared to roll up their sleeves and do hands-on work, when needed, in addition to managing the team and directing strategy.

Responsibilities

• Lead the development and execution of a comprehensive communications strategy for Inclusiv, including web, social media, earned media, publications, and member communications. Engage regularly with colleagues and members (credit unions) to ensure the full scope of Inclusiv’s work and network are represented in our communications strategy.
• Build a new communications team focused on Inclusiv’s forthcoming Clean Communities Investment Accelerator (CCIA) program and ensure CCIA marketing and outreach staff on other teams follow Communication’s strategy and branding guidelines when developing campaigns and collateral.
• Identify, recruit and manage external vendors to support CCIA communications, for example, PR and branding firms, in compliance with Federal contracting requirements.
• Develop and execute communications strategy for Inclusiv’s CCIA program and manage inquiries related to Inclusiv’s part in the very high-profile Greenhouse Gas Reduction Fund program in collaboration with Inclusiv’s CEO, legal counsel and other subject matter experts.
• Build relationships with media, our diverse membership, social impact investors and other partners to raise Inclusiv’s profile and influence the national conversation on financial inclusion, closing the racial wealth gap through homeownership and small business development, and affordable financing that creates access to clean energy and resilience to climate disasters.
• Write, edit and place thought leadership pieces and communicate our impact.
• Manage organization-wide communications projects, including leading development of substantive collateral, vendor management, budget management and project planning.
• Support Inclusiv’s external affairs strategy, which is set by the Senior Management Team. This will include both managing the development of materials and talking points for senior leaders’ external engagements and representing Inclusiv when needed.
• Manage the professional development of Inclusiv’s Communications team, with a focus on building the team’s capacity to use storytelling to communicate our impact and engage our members and the broader credit union movement in our work.
• Ensure all administrative work needed for effective communications is completed to a high standard by the team.
• Promote a culture of continuous learning and professional growth, including by developing and tracking analytics and impact metrics as well as giving and receiving thoughtful feedback and coaching staff.

Essential Experience, Skills and Attributes
The successful candidate is well-versed in energy, climate, social, and economic justice issues and has demonstrated their commitment to Inclusiv’s mission and the cooperative movement. Inclusiv works in collaborative, matrixed teams and the Vice President of Communications should enjoy cross-team collaboration and be adept at building both internal and external relationships. They must work well in geographically distributed, cross-functional teams and have a strong sense of how to effectively balance entrepreneurial drive with collaborative work. This role has significant potential for growth and offers many opportunities to contribute to the success of our growing, high-impact organization.

• Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence.
• Experience managing communications for high-profile programs under significant public and political scrutiny. Experience in crisis communications is a plus.
• Demonstrated ability to build, lead and coach effective communications teams.
• Demonstrated ability to lead major communications campaigns while ensuring day-to-day communications work is both strategically aligned and high quality.
• Strong project management skills and track record of completing complex projects with multiple stakeholders on time and on budget.
• Write, edit and place thought leadership pieces and communicate our impact.
• Must have superb writing skills and the ability to edit the writing of others.
• Inclusiv communicates with our members in both English and Spanish, so Spanish fluency and/or experience managing bilingual communications is a major plus.
• Experience with InDesign, MailChimp, major social media platforms/Hootsuite, and Drupal (Drupal training is available for candidates with WordPress experience). Experience with video production or managing external video production teams is a plus.
• A Bachelor’s degree is required; a minimum of fifteen years of professional communications experience is needed, including a minimum of five years in the nonprofit field. Experience working in the CDFI sector and/or with credit unions a plus.
• Authorized to work in the US.

To Apply

Please send resume, cover letter, and two examples of communications work products, including one writing sample on a substantive issue developed for a non-profit and one multi-strategy campaign example to hrvpcomms@inclusiv.org.  Applications will be reviewed on a rolling basis until the position is filled.

Location and Compensation

Inclusiv has offices in New York City, Atlanta, and San Juan. This role is located in New York City and is a hybrid role with two days per week in the office and three days per week working remotely. Exceptional candidates within commuting distance of Atlanta or San Juan are also encouraged to apply. Occasional travel will be required for conferences, site visits, and all-staff gatherings.

The salary range starts at $130,000 annually, depending on experience.

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.

Associate Counsel

Inclusiv is the largest network of community development financial institutions (CDFI) with a mission to promote financial inclusion in low-income communities across the country.  Through our network of more than 500 community-based lenders, Inclusiv reaches more than 20 million consumers with limited incomes and residing in historically redlined communities.

Inclusiv is committed to supporting and growing inclusive, equitable and sustainable communities by investing in solutions that build wealth, create jobs, improve financial security, and reduce energy cost burden for consumers, households, and small businesses.

Based in NYC, we are a dynamic growth-oriented organization with a commitment to diversity, equity, inclusion and belonging in our network, governance, and workplace for fifty years.  Inclusiv seeks an Associate Counsel who will support this rapidly growing organization and build a strong and sustainable organization.

Overview

Inclusiv seeks an Associate Counsel to play a vital role in the new and growing Legal Team.  This role will report to the General Counsel and work cross-functionally with other Inclusiv teams including, Capital/Investments, Finance, HR, Policy and Communications,  and will also support the Inclusiv Senior Management Team and the Board of Directors.  The successful candidate will use technical skills in business, finance, and transactional work to help Inclusiv’s wide range of projects and programs to support economic equity through our member community development credit unions (CDCUs).

Core Responsibilities

General

• Support the General Counsel on all legal aspects of Inclusiv’s internal practices.
• Assist with drafting and reviewing corporate governance documents, policies, and procedures.
• Prepare and review contracts and other legal engagement documents.
• Assist in the creation of processes and standard legal templates for a variety of needs and areas across Inclusiv’s work and teams.
• Advise Inclusiv in regulatory, financial, and communications issues and help strategize responses and tactics.
• Stay up to date with and be aware of changing laws and regulations, or active litigation, that might impact Inclusiv’s work.
• Assist in the proper safeguard of intellectual property, confidential information, privileged corporate information, and the like.
• Assist the General Counsel with litigation matters, where necessary.
• Assist the General Counsel with conducting legal research and drafting position papers and opinions, where necessary.
• Other duties as assigned.

Financial Planning and Investment Strategy

• Coordinate with the Finance Team to support the legal aspects of financial planning, projections, operations.
• Interact with state and federal regulatory agencies.
• Possess a strong understanding of IRS rules and regulations governing tax exempt organizations.
• Assist with preparation of various tax-exempt filings and audit materials for internal and external reviews.
• Assist with the proper safeguarding of data – including but not limited to personally identifying information – and ensure Inclusiv’s compliance with applicable laws and internal policies and practices.
• Coordinate with the Capital and Lending Teams, at the direction of the SVP of Inclusiv/Capital and other Senior Management Team members, to support the legal aspects of Inclusiv’s investment portfolios, from initial structuring to drafting, revising, and negotiating investment agreements.
• Support the Capital and Lending Teams with product development and associated structing and legal implementation, and support capital raises and finance structuring.
• Liaison with outside firms – engaged and pro bono – on various projects and workstreams; where appropriate, oversee outside counsel’s work related to investment agreements with both borrowers and investors, including but not limited to credit union subordinated debt issuances, investment agreements with institutional investors across philanthropy, banks, socially responsible investors, religious institutions, not for profit organizations, and corporations.
• Conduct legal research and support the Capital and Lending Teams with review of regulatory matters.
• Other duties as assigned.

Grant Management

• Work with various Inclusiv Teams in specific programs to advise on grant and subgrant awards, including compliance with appliable framework and process to be compliant with applicable governing law and regulations.
• Ensure subrecipient monitoring procedures are compliant with parent grant requirements and consistent with sound business practices.
• Other duties as assigned.

Staff Support (HR)

• Working with the HR team, assist with development and delivery of trainings on key employment and HR topics.
• Other duties as assigned.

Skills and Experience

• Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence.
• 1-5 years of relevant experience working in transactional corporate/business/finance law, preferably in or adjacent to the nonprofit sector (direct community development credit union experience a plus).
• D. degree from an accredited law school and admitted to practice in New York State.
• Excellent ability to understand and apply applicable regulations (familiarity with the NCUA a plus).
• Excellent communication and problem-solving skills.
• Ability to work independently with initiative and ownership.
• Excellent judgment and initiative in finding effective solutions with a practical, results-oriented approach.
• Ability to work productively and contribute across diverse, multi-disciplinary team structure.
• Strong attention to detail and accuracy.
• Spanish-speaking is a plus.

Location

The Associate Counsel will report to the General Counsel and work closely with other Senior Management Team members.   The ideal candidate should live in the greater New York City area and be able to work on-site in the New York City office in compliance with Inclusiv’s hybrid work schedule (2 days in-office, 3 days remote).

Salary

Salary for this position starts at $110,000 annually.  We will consider a higher salary for candidates with more experience.  Inclusiv offers a full benefits package including major medical, dental, and vision.  In addition, Inclusiv offers paid time off (vacation and sick) along with a match for pension after one year of full-time employment.

To Apply

Please send a cover letter, resume and salary requirements to legal@inclusiv.org.   Applications will be reviewed on a rolling basis until the position is filled.

About Inclusiv

Inclusiv is an equal opportunity employer that works with member credit unions which 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.

Associate - Member and Industry Relations

Inclusiv is the largest network of community development financial institutions (CDFI) with a mission to promote financial inclusion in low-income communities across the country.  Through our network of more than 500 community-based lenders, Inclusiv reaches more than 20 million consumers with limited incomes and residing in historically redlined communities.

Inclusiv seeks an Associate - Member and Industry Relations to support the Director of Member and Industry Relations (“DMIR”) in two main areas a) membership and partner recruitment activities and strategies, and b) tracking and reporting the activities of business units to determine member engagement. In addition, the Associate will support the Director with partner relations, member renewals and general business development efforts.

The ideal candidate should live in the greater New York City area and be able to work on-site in the New York City office in compliance with Inclusiv’s hybrid work schedule (2 days in-office, 3 days remote).

Primary Responsibilities

Business development:

• Assist with efforts to maintain Inclusiv’s position as the credit union industry expert in the four enterprise goals: homeownership; small business; clean energy; financial inclusion and well-being.
• Follow up with leads for policy and associate membership as well as current and potential industry partners
• Develop and present status reports on penetration of targeted markets: CUs within CDFI zone; CDFI credit unions; Native American CUs; Minority-designated CUs.
• Work with the DMIR to engage Partners and credit union service providers to benefit our member credit unions.
• Assist with the development of promotional and communication materials for business development purposes. Information should be provided through all network channels: emails; website, and social media.
• Represent Inclusiv as required at public events to identify and actively recruit membership candidates as well as to represent the organization.

Membership Relations:

• Manage customer relationship management system (Salesforce) to inform team on how network members use Inclusiv services. Track use of system by Inclusiv staff and provide ongoing training and support to ensure full participation and regular data inputs. Pull reports and dashboards to better understand how different members use Inclusiv. Etc.
• Support member communication and track all aspects of their member journey from recruitment, onboarding to renewal.
• Track, analyze and generate regular reports on members data: trends, demographics, institution type (MDI, CDFI, JA, etc.), geographic representation, produce engagement score cards, and provide monthly high-level reports to senior management.
• Ensure that newly recruited member credit unions and partners have a clear understanding of Inclusiv’s advocacy priorities/position, as well as a general grasp of the programs, services, financial products, tools and solutions available.
• Work with supervisor and other Inclusiv units to develop and annual surveys and other mechanisms to measure member engagement/satisfaction.
• Coordinate with supervisor and other units to engage and educate members.  This includes supporting Town Hall calls; coordinating/maintaining calendar of learning and sharing opportunities: webinars, round-table discussions, symposiums, and regional events; and mobilizing members to amplify our messaging in support of advocacy priorities.
• Assist with engaging members and provide credit union member relationship management support to DMIR.  Facilitate Inclusiv Board Member engagement with members in Inclusiv’s 5 Regions.
• Connect members with appropriate Inclusiv programs/staff and be responsive to member inquiries.

Administrative/Operations:

• Support supervisor in all aspects of member renewal process.
• Coordinate with Technology, Data and CDFI teams to ensure accurate tracking of Member credit union activities, survey responses, and engagement with Inclusiv programs and events in Salesforce and by other means.
• Other duties as required/assigned.

Required Skills and Experience:

• Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence.
• Bachelor’s degree and a minimum of two (2) years relevant experience.
• Highly organized and detail oriented. Able to manage several projects simultaneously and ensure that no communications fall through the cracks.
• Commitment to delivering resources to benefit underserved and under resourced communities and individuals throughout the United States.
• Strong relationship-building skills and commitment to high-quality customer service.
• Excellent oral and written communication skills, including business correspondence, press releases, and informational e-blasts. Marketing or customer relationship management experience a plus.
• Knowledge of the credit union, banking, and/or community development industries are highly valued.
• Proficient with Microsoft Office Suite. Experience with Salesforce, MailChimp, and/or WordPress a plus.

Salary:  The salary range for this position starts at $67,000 annually.  We will consider a higher salary for candidates with more experience.  Additionally, we offer a comprehensive benefits package, including healthcare coverage, retirement plans, opportunities for professional development, discretionary time off and much more.

To Apply:  Please send a cover letter, resume and salary requirements to hrmbrassoc@inclusiv.org. Resumes will be reviewed on a rolling basis until the position is filled.

About Inclusiv

Inclusiv is an equal opportunity employer that works with member credit unions which 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.

Vice President of Grantmaking

Inclusiv is the largest network of community development financial institutions (CDFIs) with a mission to promote financial inclusion in low-income communities across the country. Through our network of more than 500 community development credit unions, Inclusiv reaches more than 20 million people with limited incomes and/or who live in historically redlined communities.

Inclusiv is responsible for the management of the Environmental Protection Agency (EPA) Clean Communities Investment Accelerator (CCIA) program, supporting credit union lenders to spark and scale emission-reducing clean energy projects.

Inclusiv is hiring a Vice President of Grantmaking to develop and execute this transformational program by directing more than $1.68 billion in grants to credit unions, over 4-5 years, to build and scale clean energy projects that will reduce carbon emissions while equitably targeting 100% of all resources toward low-income and disadvantaged communities (LIDACs) that would otherwise be left behind in a greening economy.

The Vice President of Grantmaking will lead the team that designs, builds, and operates our grant program for CCIA over a 4–5-year period of time. Reporting directly to the Senior Vice President, Center for Resiliency and Clean Energy, this position will work closely with the CCIA Credit Union Success team, Network team, Inclusiv Senior Management, and credit union lenders.

While building the team, and throughout their tenure, the Vice President should be prepared to manage, oversee, and troubleshoot all aspects of the grantmaking process from drafting program guidelines and criteria to successful selection and launch at the credit union level.

Responsibilities

The Vice President of Grantmaking will build the strategy and team to develop and maintain Inclusiv’s uniquely accessible and agile grantmaking approach, and our streamlined and transparent grants management operations.

Grant Program Management

• Drive the strategy and execution of the new Inclusiv CCIA Clean Energy grantmaking effort.
• Build and lead a new, highly collaborative team of up to 12 staff members to enable the smooth implementation of the grantmaking strategy and application process. Supervise a team member responsible for recruiting, training, and overseeing a group of 6-12 external consultants to serve as independent grant review committees.
• Cultivate a professional environment that builds on the historic strength and expertise of Inclusiv and its leaders incorporating their vision, knowledge and input into an accessible and transparent grants program and process.
• Work with the General Counsel and senior leadership to ensure compliance with federal laws and regulations, and state and local laws that may be applicable.

Design and Implement Grantmaking Strategy

• Design and implement the organization’s approach to deploying $1.68 billion in combined grant funding to an estimated 300-500 credit unions over 4-5 years.
• Develop and maintain a deep understanding of critical issues affecting the viability of success for credit unions in achieving program goals. Establish clear and navigable program parameters including eligibility, expectations, and compliance requirements.
• Incorporate user experience by engaging credit union input into the process through interviews, focus groups and feedback sessions with diverse credit union segments.
• Establish an accessible and robust competitive application process, with clear and demonstrable evaluation criteria, based upon qualitative and quantitative success metrics.
• Elaborate application criteria based on what makes a credit union able to succeed as a CCIA grantee. These include organizational and management experience, demonstrated ability to effectively reach and serve low-income and disadvantaged people and communities, financial performance, operational capacity to manage the program and federal funds, ambitious but realistic plan and projections for scaling clean energy eligible projects and products.
• Formulate grant review process that differentiates success criteria based on different credit union segments (MDIs, CDFIs, Cooperativas in Puerto Rico, credit unions in territories, nascent versus mature energy markets, rural markets, urban markets, and representation within each of the 10 EPA regions, etc.).

Launch and Manage Application and Review Processes

• Implement the grants review process, building and managing a strong team, made up of staff members and outside expert reviewers with deep understanding and knowledge in program goals, credit union operations and energy markets and local context,
• Define and implement the review processes to include:
  • grant applicant pre-qualification process;
  • criteria for full grant application, along with the coordination between pre-qualification and full application; and
  • applicant support to ensure both customized attention and consistent delivery as needed within diverse market segments and regions.
• Deliver a deep and thorough review of each applicant to include: panel reviews and discussion, incorporation of public data, solicitation of additional information, directing (with resources) applicants to seek and obtain additional training, and virtual and in-person meetings with applicants.

Grant Decision and Transition to Grantee Success

• Implement selection and award notification process, with customized workplans, for each credit union that is selected for a grant.
• Ensure each credit union grantee is fully trained on the expectations of the program, the federal government compliance and reporting requirements, and the elaboration of milestones and disbursement schedule.
• Create and staff a clear structure and path for grant decisions, applicant communications, and grant decision communications.
• Partner with Inclusiv Legal team to create and staff a clear structure for new grantee contracting.
• Create and staff a team that will manage a smooth handoff from application stage to a separate “Grantee Success” team that will provide support for new grantee onboarding and orientation on grant reporting.
  

The Vice President of Grantmaking will work with the President/CEO, the SVP of the Center for Resiliency and Clean Energy, and other Inclusiv departments to develop the above steps.

Essential Experience, Skills, and Attributes

Our new Vice President of Grantmaking will be creative, collaborative, adaptable and ready to take up the implementation of this transformative moment.  We seek a leader with confidence, energy, and collaborative approaches to directing capital to build credit unions’ institutional strength and ability to advance lending that will dramatically reduce carbon emissions in communities most negatively impacted by environmental, energy and financial policy and systems. Our ideal candidate is open-minded, curious, strategic with a demonstrated commitment to community-based finance and clean energy.

Specific Qualifications sought:

• Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence.
• Professional with more than 15 years’ experience, at least 8-10 years working in community development finance (with a strong preference for credit union experience), philanthropy and social impact investment
• Well-versed in clean energy and climate impact
• Skilled in working across multiple teams and with diverse stakeholders to create inclusive and collaborative processes and outcomes
• Adept at building both internal and external relationships.
• Strong project management skills and track record of completing complex projects with multiple stakeholders on time and on budget.
• Excellent verbal and written communication skills.

To Apply

Please send resume, cover letter, and two relevant writing or work product samples to hrvpgrantmaking@inclusiv.org.  Resumes will be reviewed on a rolling basis until the position is filled.

Location and Compensation

Inclusiv has offices in New York City, Atlanta, and San Juan. This role is located in New York City and is a hybrid role with two days per week in the office and three days per week working remotely. Exceptional candidates within commuting distance of Atlanta or San Juan are also encouraged to apply. Occasional travel will be required for conferences, site visits, and all-staff gatherings.

Salary: The salary range for this position starts at $140,000 annually.  We will consider a higher salary for candidates with more experience.  Additionally, we offer a comprehensive benefits package, including healthcare coverage, retirement plans, opportunities for professional development, discretionary time off and much more.

About Inclusiv

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.

Manages and directs Consumer Lending staff, resources, and processes which consist of loan application, underwriting, processing and booking, third-party vendor management, loan origination system configuration, and deploying internal credit risk controls. Attendance is an essential function of performing the duties of this job.

Essential Functions & Responsibilities:
20% Ensures the efficient and effective delivery of consumer loans to members and prospective members through various direct and indirect channels.
20% Creates and develops strategies to drive consistent loan decisions, portfolio performance, and channel growth to align with ACU's sales and lending goals.
20% Develops, motivates, and retains high-quality staff, with a focus on training, coaching, and developing the team.
15% Works collaboratively to evaluate the effectiveness and relevance of systems and software utilized by the Credit Union to originate loans, generates sales leads, evaluate risk, assess potential fraud, appraise credit, and comply with regulatory governance.
10% Ensures departmental compliance with laws, regulations, standards, and best practices including completion and maintenance of documentation and records.
5% Works with Marketing to develop campaigns to support direct sales strategies and goals.
5% Develops and implements new consumer loan products and lead and participate in department and organizational projects.
5% Performs other related duties as assigned.

Performance Measurements:
1. Meet Annual Budget Loan Growth Goals by providing sales leadership to consumer loan officers, indirect lending team, and relevant support staff.
2. Provide coaching to each employee at least once a month through shadowing and silent monitoring.
3. Utilizes resources and tools to track team performance to meet deadlines and goals. Reports executive summary to SVP/CLO monthly.
4. Embodies and demonstrates ACU's Core Values each and every day.

• Inclusion
• Integrity
• Service

5. Embodies and demonstrates ACU’s Leadership Values each and every day.

• Growth
• Innovation
• Collaboration

Experience
Five to ten years of similar or related experience
Education
(1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g. information technology certifications in lieu of a degree).

Interpersonal Skills
Motivating or influencing others is a material part of the job. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others. The role requires a significant level of trust or diplomacy.

Other Skills
Embodies and demonstrates ACU's Core Values each and every day.
1. Inclusion
2. Integrity
3. Service

Embodies and demonstrates ACU's Leadership Values each and every day.
1. Growth
2. Innovation
3. Collaboration

Must have good communication and supervisory skills.
Must have a working knowledge of spreadsheets and word processing software; be able to use PC and general office equipment including 10-key calculator.

Physical Requirements
The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk and hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is often required to stand; walk; sit; and reach with hands and arms. The employee may occasionally lift and/or move up to 25 pounds. Vision abilities required by this position include close vision. Safety Sensitive Position.

Work Environment
This position is in an office environment and the noise level is usually low to moderate.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.

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About the job

Company Description

Croatan Institute is an independent, nonprofit research and action institute that focuses on building social equity and ecological resilience by using finance to create a just economy.

Role Description

Croatan Institute seeks a full-time experienced Certified Financial Health Coach who will play a critical role in providing expert financial guidance to underserved communities. This position is remote or hybrid in Durham, NC. The primary objective will be to empower BIPOC and underserved farmers to make informed financial decisions, build wealth, and achieve financial stability, and promote the sustainability of their operations. It is anticipated the Finhealth coach will manage a growing portfolio of both English and Spanish-speaking clients beginning with 5 and growing to 60 clients over a three-year period. This role will play a vital role in providing expert financial guidance and education to individuals and businesses in the agriculture and food sector.
Qualifications

• Must be fluent in Spanish with cultural competency or lived experience.
• Certified Financial Health Coach with a recognized certification program (e.g., NACCC, AFCPE, CFEI, or equivalent).
• Three to five years of experience providing financial coaching and education as a professional or volunteer to Latinx and underserved communities.
• Willing to serve as lead relationship manager for strategic initiatives with capital and capacity building allies in the NC ecosystem.
• Strong knowledge of personal finance topics, including budgeting, savings, debt management, and asset-building strategies.
• Experience writing business plans is desired, but not required.
• Empathy, cultural sensitivity, and the ability to establish trust with clients from diverse backgrounds.
• Excellent interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Must be highly organized.
• Passion for promoting financial well-being and economic empowerment.

Compensation

Compensation will be commensurate with education and experience. To ensure pay equity, all salaries are set according to the expectations of the role and take into account geographic cost of living differences. Since the starting pay for this job is equal to others at the same level throughout the organization, we do not negotiate on salary. We have a transparent organizational culture when it comes to pay rates so that eople do not have to negotiate since negotiation within work cultures has repeatedly been shown to disadvantage various kinds of people.

In addition to the salary, Croatan Institute offers a competitive benefits package, including opportunities to join our group medical, dental and vision insurance, paid time off (12 holidays and 15 personal days) for full-time-equivalent employees, employer contributions to either medical insurance or a health stipend, and a 3% employer contribution to a retirement plan, which is immediately vested. 3 Croatan Institute is committed to promoting diversity within its team while employing the best-qualified person for each job. We are an equal opportunity employer that strongly encourages candidates from diverse backgrounds to apply, and our team leverages its professional networks to increase the diversity of applicant pools. Our team also works internally to engage in frank conversations around bias, equity, and justice in order to support an inclusive workplace and culture.

Salary Range:

$79,597 – $88,500
How to apply: Candidates should complete this form (https://forms.gle/s3QKwkdPd2xUue3y9) and upload a resume and list of three references. Applications will be reviewed on a rolling basis. We will start reviewing applications in mid-January, so we strongly encourage early applications. We will continue to accept applications until the position is filled. No calls or preliminary inquiries please.

For more information about Croatan Institute, please visit www.croataninstitute.org.

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Charting the Future:

Seeking a Chief Executive Officer with a Heart for Service at Holy Rosary Credit Union

Holy Rosary Credit Union is at the heart of Kansas City's financial community, built on a foundation of serving the underserved with unwavering passion and a calling for economic justice. We pride ourselves in upholding values not just etched into our policies but lived out through our daily operations - community, integrity, service, growth, and dedication. These aren't mere words; they are the keystones of our identity.

As we look ahead, Holy Rosary Credit Union seeks a new Chief Executive Officer to lead with a vibrant vision, adept at navigating the financial realm and driven by a genuine aspiration to empower and uplift our community. A calling to this role signifies more than occupation; it symbolizes a commitment to a cause greater than oneself.

Your responsibility as our CEO extends beyond traditional leadership - it is an invitation to be a harbinger of positive transformation. To pilot this flagship, you must encompass strategic ingenuity, financial sophistication, and, most critically, a heartfelt zeal to serve those on the peripheries of financial inclusion.

Holy Rosary Credit Union offers a rewarding career pathway that intertwines professional gratification with social causes. Embrace this opportunity to enact financial justice, pursue a collective goal of community betterment, and champion the noble cause that Holy Rosary Credit Union stands for. Please apply now to steer this vessel toward a horizon of hope and prosperity for all we serve.

Holy Rosary Credit Union is an Equal Opportunity Employer that cherishes diversity and inclusion. We extend our hand to every passionate individual committed to this cause, particularly those who can resonate with immigrant experiences and the drive to support our mission. Accessibility stands high on our priority list - let us know how we can accommodate you during our hiring process.

To Apply: Resumes should be sent to Maria.cain@cainsulting.com, copied to cwight@holyrosarycu.org.

FLORIDA A & M UNIVERSITY FEDERAL CREDIT UNION JOB DESCRIPTION

Title: President                                                            
Department: Senior Management
Position Grade: Exempt                                                
Reports To: Board of Directors
Location: Tallahassee, FL                                             

POSITION OVERVIEW

At Florida A & M University Federal Credit Union, we strive to deliver the best experience for our members and employees.  Under the guidance of the Board of Directors, the President is responsible for the administration and operation of the credit union. This includes planning, directing, and controlling all credit union activities in accordance with credit union plans and policies, Governance Policies, and Board directives. The President is responsible for ensuring the short and long-term profitability and financial stability of the credit union; equitable treatment and development of employees; strong community relationships; and member satisfaction commensurate with the best interest of the members, employees, and credit union.

The President provides strategic direction, vision, leadership, and management of all functional areas.

DUTIES AND RESPONSIBILITIES

• Directs all credit union operations. Develops, recommends, and implements programs, policies and procedures.
• Have the professional demeanor consistent with the overall credit union’s image, values and mission statement, treating members, colleagues, subordinates and Board members with the utmost respect.
• Continuously appraises the regulatory environment and anticipates changes in the economy and technologies that may affect money management. Implements credit union investment policies in accordance with Board policy; safeguards funds and valuables in custody; maintains fiscal solvency of the credit union. Develops and recommends to the Board, and upon their approval, implements financial policies and procedures to best utilize the assets of the credit union and maintain adequate reserves and liquidity to meet the demands for loans and share withdrawals.
• Makes certain all legal obligations of the credit union are met. These include payment of all taxes, maintenance of sufficient liability insurance of all risk exposures, current and timely filing of all required reports to supervisory agencies, compliance with state and federal labor laws, and operating within legal boundaries granted by the charter and the Federal Credit Union Act.
• Reviews completeness and ensures accuracy of all financial, statistical, and accounting records of the credit union.
• Ensures that actions, policies, and procedures adopted by the Board are properly implemented; and institutes programs, procedures, and controls to ensure effective administration.
• Annually reviews the adequacy of bond and insurance coverages. Amends coverage as necessary. Reviews bond and insurance coverage with the Board once per year.
• Maintains effective communication with all credit union employees, the Board, and committee members to ensure coordination and exchange of information for accomplishing goals.
• Drives the development and maintenance of digital solutions and guidelines. Verifies implementation and controls.
• Builds sound relations with the Board and keeps them fully informed on the condition of all important factors influencing the credit union. Ensures the validity of all information provided in board meetings and on financial statements.
• Organizes and conducts the annual strategic planning process seeking input from the Board, managers, and volunteers. Presents the final strategic plan to the Board for approval and in turn presents periodic updates on the progress toward meeting the goals and revises the strategic plan as necessary.
• Recommends approval of capital expenditures, develops an operating budget, and implements long and short-range objectives to meet the intention of the strategic plan.
• Stays abreast of member needs and external trends to develop the most competitive product mix.
• Develops and implements business development and marketing programs designed to stimulate the growth of the credit union.
• Supervises, consults, guides, coordinates, supports and encourages leadership. Delegates and empower subordinates to make decisions.
• With ongoing communication to and involvement from the Board: plans, organizes, and staffs the credit union with competent employees to accomplish the objectives of the organization.
• Approves additions and deletions of staff positions. Approves the promotion, demotion, or termination of employees.
• Implement a board approved wage, salary and benefit structure.
• Establishes performance standards. Ensures annual reviews are completed.
• Approves the hiring of new employees and the disciplinary actions for current employees.
• Plans and oversees the employee benefits program including competitive insurance and retirement programs to attract, retain, and motivate employees.
• Maintains relationships with other credit unions, corporate credit unions, and trade associations which are in the best interest of the Credit Union.
• Maintains community contacts and relationships with representatives of such groups as are necessary, desirable, or in the best interest of the credit union as a responsible member of the community, and other activities that will further the credit union movement.

• Attends management seminars, conferences and meetings as deemed appropriate,

BASIC QUALIFICATIONS/CORE COMPETENCIES

• At least ten years of similar or related experience in a financial institution with responsibility for the day-to-day operations and entire organization.
• Bachelor’s or advanced degree and applicable professional certifications.
• Knowledge of the principles, practices and regulations of banking and financial services delivery.
• A demonstrated working knowledge of the following areas:
  • Member Services/Membership Expansion
  • Leadership
  • Accounting/GAAP/CECL
  • Digital/Cybersecurity/Data Processing
  • Regulatory Compliance
  • Risk Management/Insurance
  • Marketing/Business Development
  • Mortgage, Business, and Consumer Lending
• Experience building, leading and inspiring high performing teams.
• Effective collaboration and conflict management/problem solving skills

Florida A & M University Federal Credit Union is committed to a diverse and inclusive workplace.

Competitive Salary/Benefits

Florida A & M University Federal credit union (FAMUFCU) is seeking a President to work at its ’Tallahassee Office who leads with a collaborative team approach, vision, motivation, and result oriented strategies. The Credit Union is CDFI Certified, $29 million assets, not-for-profit, financial institution, providing quality financial services for over 89 years.  FAMUFCU serves the needs of its members by providing personal attention, a wide array of products and services, as well as digital innovation.

Send Resume to: famuherb@aol.com