Community Development & Impact Coordinator

Summary Objective

Coordinates the development and delivery of financial education activities within our community. Leads the credit union CDFI (Community Development Financial Institution) program. Responsible for building and developing targeted community relationships and strategic partnerships. Identifies and pursues new partnership opportunities, makes business and consumer presentations, prospects new partner relationships, grows existing partner relationships. Maintains the credit union’s professional image and is responsible for identifying and coordinating CDFI member and community events.

Professionalism, discretion, confidentiality and a positive attitude are absolute essentials of the position that supports our FIRST values.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Collaborates with Organizational Development and Marketing teams to develop and execute the credit union community education/development plan in alignment with the CUs Strategic initiatives.
• Coordinates with Branch Managers & Director of Branch & Member Experience to strengthen relationships with SEGs and community partners, including forming new relationships.
• Leads Mad-City and similar financial education events; organizes with internal teams and community partners.
• Identifies CDFI and other grant opportunities; makes recommendations to executive management.
• Builds & coordinates initiatives utilizing CDFI and other grant funds that aligns with the credit union strategic plan.
• Develops & facilitates credit union-based public education to local schools, SEGs and community groups.
• Enhances financial wellness programs to reach members and the community.
• Identifies, evaluate and maintain relationships with third-party financial education content providers and makes recommendations that boosts the financial health experience we offer members, including digital channels.
• Works with partners, vendors, industry sponsors for credit union grants.
• Manages financial education/community impact programs (tracking, measuring reach, engagement, attendance at events, member feedback, etc.) and provides meaningful reports monthly, quarterly and annually.
• Acts as liaison to our partners as it relates to schedules, coordinated events, collaborative efforts and more.
• Participates in staff meetings and attends other meetings, seminars or training and stays abreast of current credit union initiatives.
• Prepares resources/tools to assist the credit union in telling our community impact story.
• Promotes the credit union’s contributions to the community via social media platforms utilizing photos, messaging and value proposition (in collaboration with Marketing).
• Complies with all regulatory requirements including the Bank Secrecy Act (BSA).
• Completes special projects and perform other duties as assigned.

Competencies

1. Excellent communication skills, including speaking in front of groups
2. Grounded in CU operations with working knowledge of products/services
3. Expertise in collaboration
4. Computer proficiency, knowledgeable in MS Office Suite and working knowledge of all member facing systems
5. Stress management/composure
6. Honesty and integrity
7. Teamwork
8. Self-starter
9. Reliable
10. Ability to professionally compose own correspondence.

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical presence in the office setting is required.

Physical Demands

This position requires manual dexterity, the ability to lift and/or move up to 25 pounds. This position requires bending, stooping or standing as necessary. 

Position Type/Expected Hours of Work

Ability to work 40 hours; Monday – Friday. Periodic overtime may be required. Weekend and/or evening availability may be required at times.

Travel

Ability to travel to branch locations, community events, training and visit community partners is required. 

Qualifications

Required Education and Experience

1. Associates degree or Bachelor’s degree.
2. Two years related experience and/or training; or equivalent combination of education and experience.

Preferred Education and Experience

1. Previous experience with a credit union highly desirable.

Additional Eligibility Qualifications

1. Multi-lingual capabilities to include Spanish are a plus.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.