Careers


Our Careers Center includes full- and part-time positions, AmeriCorps*VISTA placements, consulting and other opportunities at the Federation and at Federation-member CDCUs nationwide.

Career Opportunities at the Federation

The Federation 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, the Federation provides financial, technical, and educational services to credit unions serving low-income and economically disenfranchised communities. Please click below for details on this opportunity.

Controller


Position Opening: Controller

The National Federation of Community Development Credit Unions (the Federation) is seeking an experienced, energetic Controller to manage the organization’s financial infrastructure and to support in the growth of the Federation’s $50 million portfolio.

Based in New York City, the Federation is a dynamic, growth-oriented community development financial institution (CDFI) dedicated to bringing financial services to low-income communities through nonprofit, member-owned community development credit unions (CDCUs). The Federation achieves its mission by strengthening CDCUs that focus on serving urban, rural and reservation-based low-income communities throughout the United States.

The Controller leads the Fiscal team responsible for the timely delivery of accounting services and financial statement creation. This position ensures financial and fiscal oversight and responsibility for the Federation and the Mortgage Center, LLC.   The Controller also acts as the immediate supervisor to the Staff Accountant, Fiscal interns and volunteers.

The Federation has a current staff of 21 FTEs and an annual operating budget of approximately $5 million drawn from a combination of earned revenue and philanthropic support. A CDFI intermediary with more than $50M under management, the Federation has been in a period of growth and expansion. We anticipate more than doubling the investment portfolio within the next three years and expanding the range of financial products offered to members.

REPORTS TO:     CFO/CIO

The Position
The Controller reports to the Chief Financial Officer-Chief Investments Officer (CFO-CIO) and is responsible for the oversight and management of all organizational finances including payroll and benefits. The Controller is responsible for strategic leadership for fiscal/internal financial management manage financial performance, ensure ongoing operational efficiency, and support the CEO and CFO\CIO in forecasting and planning for growth and business opportunities.

Specific Responsibilities include:

  • Manage all aspects of organization’s fiscal operations
    • Oversight of A\P, A\R (including processing of principal and interest payments from community development investments and mortgage, contract revenue from consulting services) and all other accounting functions related to daily processing of all cash receipt and accounts payable, filing and record retention.
    • Monitor and review all general ledger entries and perform monthly reconciliations including bank, sub-ledger and reconciliation from subsidiary to G\L.
    • Maintenance and ongoing improvement of chart of accounts.
    • Maintain effective procedures, records, and files and manage physical file archive maintenance.
  • Manage month-end transaction processing and closings.
  • Prepare, analyze and present monthly financial reports – statements, memos and dashboards.
  • Analyze and prepare program-by-program analysis of revenue and expense.
  • Support in risk mitigation including: reviewing and updating methodology for allowance for loan loss calculation and asset-liability management.
  • Assess monthly the Federation’s loan portfolio and implement calculations for provision for loan loss.
  • Conduct budgeting and cash flow planning and analysis.
  • Support the CFO with annual budget development and financial forecasting.
  • Recommend and implement changes and strategies to fortify accounting procedures and protocols.
  • Ensure organization remains in compliance with all legal and accounting laws, regulations and best practice guidelines and review, manage and update all internal controls protocols accordingly.
  • Communicate financial information for staff and board members in an accessible manner to establish greater awareness and engagement in the organization’s financial picture.
  • Oversee organizational audits and recruitment of outside auditor function.
  • Responsible for the procurement and administration of all organizational insurance policies.
  • Manage the fiscal and operations team providing supervision and coaching of personnel, recruitment and training to ensure highest level of performance.

Skills and Experience
The ideal candidates for this position will share the organization’s commitment to promoting financial inclusion to low-income people and communities through safe and responsible credit union services. He/she will possess a strong background in accounting, non-profit fiscal and financial management, internal controls and monitoring. Background and experience in fiscal management in community development financial institutions a plus. Candidates must possess deep accounting and analytic skills, attention to detail, and bring strong leadership qualities and management skills. The ideal candidate will be a hands on manager who can manage projects from start to finish.

Key Requirements include:

  • Bachelor’s degree in Finance or Accounting (Master’s degree preferred), or equivalent combination of education and experience. CPA certification highly desirable.
  • Minimum of 7 years of demonstrated, solid accounting experience, preferably in nonprofit sector.
  • Excellent data management and reporting skills coupled with strong analytical and budgetary experience required.
  • Expert knowledge of financial strategies, systems, processes and regulatory obligations.
  • Experience working with grants both philanthropic and government.
  • Exemplary attention to detail and organizational skills.
  • Demonstrated ability to multitask and manage various priorities and projects in a deadline-oriented environment.
  • Ability to handle financial information with discretion.
  • Good communication skills
  • Experience in managing a small fiscal team

Compensation
The Federation offers a competitive compensation and benefits package. The position is located in the New York City offices.

To Apply
To apply, please submit your resume, cover letter and salary requirements to:

HR@cdcu.coop

The Federation works with member credit unions that serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and seek to maintain that tradition of diversity.

Program Officer


Position Opening: Program Officer

The National Federation of Community Development Credit Unions is a dynamic, growth-oriented non-profit organization dedicated to promoting financial inclusion and empowerment to low-income and underserved consumers and communities. Founded in 1974, the Federation is headquartered in Lower Manhattan with offices in Madison, WI and Atlanta, GA. The Federation offers a wide range of advocacy, educational, training, investment, marketing, and outreach programs to support and assist CDCUs.

Position: Program Officer

We seek a talented, organized and motivated Program Officer to oversee and grow a suite of programs that expand financial inclusion and provide the tools to improve financial empowerment. The Program Officer will lead key initiatives, build and manage relationships with network members and strategic partners. Measuring, analyzing and communicating the benefits and impact of our initiatives is a key aspect of this role.

Initial programs that the Program Officer would contribute to include: the Federation’s work to advance financial inclusion in Hispanic and immigrant communities by overseeing engagement and expansion of a national network credit unions serving the Hispanic market; and an initiative to build a network of credit unions and cooperativas serving underserved communities in Puerto Rico, supporting their efforts to advance the island’s recovery and resilience. The Program Officer would also support other Federation network engagement and capacity building initiatives as needed and as the Federation’s programs evolve and grow.

Candidates must speak Spanish, have a background and passion for community development and financial inclusion, be organized and driven to get the job done.

This position is based at the Federation’s offices in New York City.

Primary Responsibilities

  • Engage and grow networks of credit unions serving Hispanic and other underserved communities across the US. Network growth and engagement includes, but is not limited to, building and maintaining relationships with participating credit unions and partners, and identifying opportunities for new partnerships and programming that add value to the network
  • Develop and disseminate high-quality content for communications to and about the network
  • Maintain network websites, ensuring content is up to date and tailored to the appropriate audience
  • Represent the Federation in a range of contexts, such as speaking at conferences on Federation Initiatives or presenting on CDCUs to a local community
  • Carry out administrative and support tasks associated with projects such as coordinating meetings and travel
  • Assist in fundraising activities including grantwriting and grant reports
  • Other duties as needed and as projects evolve
  • Travel required (15-20%)

Reasonable accommodationsmay be made to enable individualswith disabilities to perform the essential functions required of this position.

Qualifications

  • Spanish language fluency required
  • 3-4 years relevant work experience in network engagement, consumer finance, community development, or policy advocacy
  • Bachelor’s degree required;
  • Dynamic, self-starter with high attention to detail, confident and poised
  • Highly consultative, able and eager to engage multiple stakeholders with divergent points of view and define a path forward.
  • Able to lead with vision but engage others along the way
  • Highly organized with demonstrated ability to manage multiple projects at once and be adept at prioritizing tasks
  • Demonstrated ability to establish and build relationships with a diverse array of people and organizations
  • Excellent written and verbal communication skills, with a comfort in both public speaking and writing high-quality content
  • Dedication to always producing the highest quality work and motivated to constantly seek new and better ways to reach goals
  • Commitment to the mission to help low- and moderate-income people and communities achieve financial independence
  • Experience with WordPress a plus

Please submit cover letter and resume to hr@cdcu.coop by July 18, 2018.

The Federation 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 The Federation 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 of Lending


Position Opening: Senior Vice President of Lending

The National Federation of Community Development Credit Unions (“Federation”) is seeking a dynamic, experienced lending professional to direct its lending activities. The Senior Vice President of Lending is a key member of the Federation’s senior management team. The position is responsible for managing all functions of organizational lending.

About the Federation
Founded in 1974, The National Federation of Community Development Credit Unions (Federation) is a certified CDFI Intermediary representing more than 200 community development credit unions (CDCUs).  The Federation’s member CDCUs provide credit, savings, transaction services and financial education to more than 1.5 million residents of low-income urban, rural and reservation-based communities across the United States, and hold over $60 billion in community-controlled assets.  The Federation also represents 50 Community Development Partners, some of the nation’s largest credit unions with a special commitment to serving low-income communities.  The Federation offers a wide range of advocacy, educational, training, investment, marketing, and outreach programs to support and assist CDCUs.

Reports to:
Chief Financial Officer / Chief Investment Officer

Supervises:
Director, CDCU Mortgage Center
Director, Community Development Investments

Summary:
The SVP of Lending will oversee the Federation’s Community Development Investment Program and the CDCU Mortgage Center.  In this position, he\she has full responsibility for the growth and operations of the Federation’s lending and community development investment activities.

The SVP of Lending will be responsible for cultivating new partnerships, assessing lending-related business opportunities, ensuring organizational readiness to implement new product offerings as well as successfully manage and grow current lending programs.  He/she will be tasked with ensuring that department goals are achieved while all aspects of Federation lending meet compliance and regulatory standards.

The SVP of Lending will work collaboratively with Federation senior staff, member credit unions and external partners to identify and capture business opportunities.   The candidate must have excellent quantitative and analytical skills, a deep understanding of finance, a strong background in customer service, strong organizational skills and attention to detail, and the ability to multi-task.  Excellent verbal, written communication and presentation skills are also required.

Key Responsibilities:

Organization-wide

  • Responsible for growth and management of both the Community Development Investment Program (subordinated debt and deposits to insured credit unions) and mortgages via the CDCU Mortgage Center.
  • Identification and creation of new lending opportunities and partnerships that both increase net income and forward the organization’s mission of economic development and financial empowerment.
  • Design and execution of an outreach, marketing, and education plan that result in a significant increase of borrower leads and loan originations.

Investment Program Specific Duties

  • Setting, tracking and meeting growth goals in origination volume
  • Development of market opportunities
  • Management of Credit Policies
  • Marketing and Program Development
  • Pipeline Management
  • Interaction with Investment Credit Committee
  • Ongoing Development of Portfolio Reporting
  • Exploration and Development of Automated Insured Deposit Platform
  • Oversight and Management of Community Development Investment Program staff
  • Support to CEO and CFO in raising capital

CDCU Mortgage Center Specific Duties

  • Growth in origination volume
  • Analysis and realization of potential loan markets, including ITIN
  • Loan Servicing Oversight, including collections and workouts
  • Management of Legal and Compliance Issues
  • Interaction with Mortgage Committee
  • Ongoing Development of Portfolio Reporting
  • Oversight and management of CDCU Mortgage Center team
  • Support to CEO and CFO in capital and liquidity management

Experience and Qualification Requirements:

The Senior Vice President of Lending must have a proven track record in building and growing a successful lending operation, be highly self-motivated, demonstrate initiative, have a strong entrepreneurial mindset, and adhere to high ethical standards.

The Senior Vice President of Lending must commit to carrying out the Federation’s mission of financial empowerment by raising and deploying socially responsible investments in credit unions that demonstrate high impact in promoting the financial well-being of low-income individuals and communities.  Extensive experience in a wide variety of lending (non-profit intermediary, commercial, homeownership) products and programs is key.

Specific Qualifications

  • Bachelor’s degree in Finance or Business or related field, MBA preferred
  • More than five years of management experience in a mortgage banking environment
  • Commercial lending experience
  • Demonstrated experience growing lending operations and third-party originator networks
  • Ability to build and grow borrower and partner relationships
  • Ability to analyze complex financial statements
  • Experience with the New Markets Tax Credit Program and/or Low-Income Housing Tax Credit Program a plus
  • Demonstrated experience with regulatory compliance
  • Demonstrated project and operational management skills including the ability to manage and prioritize multiple tasks
  • Prior experience with both AUS and manual underwriting procedures
  • Ability to exercise professional judgment and make sound decisions
  • Experience in a Community Development Financial Institution or Community Development Entity a plus

 

Please submit a cover letter and resume addressed to:

HR@cdcu.coop

The Federation 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 The Federation 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions required of this position.

Career Opportunities at Federation Member Credit Unions

Alternatives FCU — Chief Executive Officer (Ithaca, NY)


Alternatives Federal Credit Union
Chief Executive Officer (Ithaca, NY)

Alternatives Federal Credit Union has been a national leader among Community Development Credit Unions for almost 40 years. It is a modern, $100 Million financial institution with a strong, committed staff of 50 and an outstanding history of innovation and community service directed toward underserved people in a highly educated, progressive community. It is a great opportunity for an experienced, mission-driven financial executive who is drawn to the northeastern US.

Alternatives is dedicated to building wealth and to creating economic opportunity for underserved people and communities, while providing traditional credit union services to its service area. Alternatives specializes in providing financial education and counseling and other supports for its members, assisting people to move from transacting to saving, to credit building and to owning assets. For more information about the range of products and services offered, visit alternatives.org.

Professional requirements include:

  • Clear commitment to Alternatives’ mission of building wealth and creating economic opportunity for underserved people and communities;
  • At least 10 years of organizational leadership experience, preferably including direct credit union management experience;
  • Demonstrated broad knowledge of and contacts within the credit union industry and/or the community development finance field;
  • Demonstrated entrepreneurial aptitude to successfully manage continued growth of all aspects of the operation;
  • Demonstrated record of successful financial management, including profit and loss responsibilities;
  • Demonstrated skill and success leading an engaged and participatory staff;
  • Appropriate combinations of education and professional experience resulting in a strong capability in financial and organizational management;
  • Must be bondable;
  • Strong communication skills, including listening, speaking and writing in order to learn from, to inform, and to influence a variety of audiences;
  • A collaborative personal style that works in partnership with others – including members, staff, volunteer leaders and external partners; and
  • A high degree of emotional intelligence.

Alternatives Federal Credit Union is an Equal Opportunity Employer/Affirmative Action Employer and does not discriminate in hiring on the basis of race, color, national origin, sex, gender identity, sexual orientation, religion, age, disability, protected veteran status, or any other characteristic protected by federal, state or local law. Women and persons of color are encouraged to apply.

For more information, or to apply, contact:
David Erickson-Pearson
Erickson-Pearson Search 8801 Creekside Way Highlands Ranch, CO 80129
Phone: 303-703-6165
Email: epdavid@earthlink.net

Brooklyn Cooperative FCU — Assistant Director, Grow Brooklyn (New York City)


Brooklyn Cooperative Federal Credit Union
Assistant Director, Grow Brooklyn (New York City)

About Grow Brooklyn: Grow Brooklyn is a 501(c)3 nonprofit organization based in Central Brooklyn with a mission to grow and preserve the assets of local residents, ensuring their economic security and that of their communities. We have three programs: free tax preparation, free housing counseling, and free and low-cost legal services. Our full-time staff is five. GB is an affiliate of Brooklyn Coop FCU.

About Brooklyn Coop FCU: Brooklyn Cooperative Federal Credit Union is a certified CDFI and low-income credit union whose mission is to build wealth, resilience, and opportunity by providing access to just and affordable financial services. Founded in 2001, we operate two full-service branches in Bushwick and Bedford-Stuyvesant, serving almost 7,000 members across Central Brooklyn with a wide range of consumer and small business financial services. Our full-time staff is 16.

As individual organizations, Grow Brooklyn and Brooklyn Coop each have established innovative programs that serve as national models for generating and preserving wealth. Together, we represent the most comprehensive approach to community economic development in New York City. We position ourselves firmly within the economic justice movement, including the promotion of cooperatives as a transformative economic development strategy.

Position Description. The Assistant Director is a newly created position that will fill a key role by enabling Grow Brooklyn’s Executive Director (who also serves as Brooklyn Coop’s Chief Executive Officer) to work most effectively with both internal and external stakeholders. This is an opportunity for someone who is drawn to our organizations’ mission and potential and would like to be a part of shaping their future.

GB’s Assistant Director will play an integral part in executing GB’s strategic and fundraising initiatives as well as those of Brooklyn Coop in the instances where they overlap. Over the course of a single day this person may be conducting a staff meeting, then communicating among multiple stakeholders to ensure progress on an initiative, then filling out quarterly narrative reports, and then tidying the office before a community workshop.

The right candidate for this position will make the biggest impact through creativity, organization, and skillful facilitation. They will be a highly resourceful individual with strong emotional intelligence, self-motivation, integrity, the ability to see both the forest and the trees, superlative writing and analytical skills.  They will not hesitate to perform the task in front of them whether it be speaking to elected officials about the critical work we do for local residents or figuring out why the printer jammed.

Specific Duties

  • Operations
    • Administer policies, procedures and processes that fulfill the needs of programs while promoting data integrity and appropriate internal controls
    • Prioritize organizational resources in alignment with GB’s strategic plan
    • Manage third-party vendors
    • Support program staff
    • Lead special projects as assigned or initiated
  • Fundraising
    • Manage GB’s grants and contracts administration
  • Human resources
    • Collection of timesheets, coordinating payroll disbursements, tracking staff time off, maintaining personnel folders
  • Accounting
    • Assist the Executive Director in general ledger accounting and payments, ensuring accurate and timely financial recordkeeping

Skills & Qualifications

  • 3+ years’ experience in project management, preferably in a non-profit.
  • Excellent computer skills and proficiency in Microsoft Office Suite.
  • Mature and professional work ethic, including the ability to build productive relationships among staff, board members, funders, and community partners
  • Maintain confidentiality and handle sensitive information with discretion.
  • Driven to excel with an interest in non-profit management.
  • Ability to think critically, act decisively, and synthesize information accurately
  • Impeccable communication skills, both verbally and written, and attention to detail when it comes to editing correspondence, reports, and other documents.
  • Accounting skills highly desirable
  • Multilingual highly desirable
  • A generous and curious nature, a sense of humor, and a demonstrated commitment to Grow Brooklyn’s mission and the people we serve

 

Salary: Grow Brooklyn offers a competitive compensation plan.

 

To Apply, send cover letter, writing sample, and resume to samira@growbrooklyn.org

Brooklyn Cooperative FCU — EFT Manager (New York City)


Brooklyn Cooperative Federal Credit Union
EFT (Electronic Funds Transfer) Manager (New York City)

FLSA: non-exempt

 

ORGANIZATION DESCRIPTION

Brooklyn Cooperative Federal Credit Union is a not-for-profit, member-owned financial institution with about 6,700 members and around $25 million in assets. We primarily serve two neighborhoods, Bushwick and Bedford Stuyvesant, each among the most under-banked neighborhoods in New York City. The credit union provides fair and affordable financial services, including savings, checking, and CD accounts, and consumer, business, and housing loans.

 

POSITION SUMMARY: The EFT (Electronic Funds Transfer) Manager will help BCoop fulfill its mission by ensuring financial transactions are accurate, in accordance with credit union policy as well as GAAP and NCUA accounting guidelines. The best person for this position will be a pro-active, diligent, reliable, and friendly team member willing to support the organization as outlined below and in ways that will evolve over time.

 

ESSENTIAL JOB FUNCTIONS

  • Accurately and timely process electronic transactions on a daily basis; ensure related general ledger (GL) accounts are reconciled daily
  • Verify and post GL entries in support of day-to-day operations
  • Support to other BCoop employees by assisting with research, error correction, and inquiries
  • Ensure the timely completion of essential accounting tasks
  • Ensure compliance with all aspects of the Bank Secrecy Act /Anti-Money Laundering Compliance, including transaction monitoring, CTR and SAR filing
  • Comprehend and comply with state and federal regulations and all established internal policies

 

EXPERIENCE and EDUCATIONAL REQUIREMENTS:

Associates degree or higher

At least one year experience in bookkeeping or accounting

 

SKILL REQUIREMENTS:

  • Accuracy and attention to detail
  • PC skills; Microsoft Office applications (Word, Excel); and other applications as needed
  • Communicating with co-workers to provide and receive direction

 

WORK ENVIRONMENT:

Professional office environment

 

PHYSICAL REQUIREMENTS:

Positions in this class typically require: standing, walking, typing, grasping, talking, hearing, seeing and repetitive motions. Low-intensity work: exerting no more than 20 pounds of force occasionally to move objects

 

SALARY AND BENEFITS:

The credit union offers paid vacation and sick days, a 401K plan including employer match, and subsidized health care benefits. Salary will be commensurate with experience, in the range of $18 to $20/hour.

 

TO APPLY:

Please submit resume and cover letter to:

Samira Rajan, CEO

e-mail: samira@brooklyn.coop

Lower East Side People's FCU — Chief Executive Officer (New York City)

Lower East Side People’s Federal Credit Union
Chief Executive Officer (New York City)

IDEAL CANDIDATE PROFILE:
The Lower East Side People’s Federal Credit Union is seeking a dynamic, experienced, and highly motivated professional to join our ambitious Board and Staff, and to lead the credit union through the next stage in its history. The ideal candidate will have previously served in a successful leadership role at a financial institution, and will embody a deep commitment to the organization’s double bottom line of community impact and financial sustainability. The credit union’s next CEO will be ready and able to lead the Lower East Side People’s FCU as New York City’s premier community development credit union.
ABOUT LES PEOPLE’S FCU
The Lower East Side People’s FCU is a nationally-recognized leader in the community development credit union movement, with over $55 million in assets. Founded by community residents in 1986 after the last local bank branch closed, LES People’s FCU’s mission is to provide affordable financial services for its members. The credit union is a bilingual (English/Spanish) full-service financial institution providing a wide range of products and services, including savings and checking accounts, debit and credit cards, a full spectrum of loans, and business accounts, as well as financial education and other development services for individuals, families and businesses. The credit union’s lending features a specific focus on affordable housing for low- and moderate-income homeowners. LES People’s FCU’s membership reflects the diversity of New York City and includes a historic membership base among Latinos and low and moderate-income families, micro and small businesses, and nonprofit community organizations. LES People’s FCU has achieved dramatic growth in recent years, expanding its lending reach to new homeowners and small businesses, and continuously widening the range of retail banking products and financial development services to meet the growing needs of all segments of our community. We recently opened our third branch, and are poised to become New York City’s premier community development credit union. The current CEO’s planned retirement is occurring after twelve years of successfully leading the organization.
REQUIREMENTS

  • Bachelor’s Degree and at least five years of operations and financial management experience as a Senior Manager or Board member, at a multi-level bank or credit union
  • Strong references able to speak to candidate’s leadership, supervisory and financial management track record
  • Ability to communicate effectively with Board of Directors, staff, members, community organizations, federal regulatory agencies, and the press
  • Commitment to community development mission of LES People’s FCU
  • Excellent written and oral communication skills
  • Bondable
  • Bilingual Spanish strongly desired

PRIMARY RESPONSIBILITIES
Directs the activities of the credit union in support of policies, goals and objectives established by the Board of Directors, by performing the following duties personally or through subordinate managers and supervisors.

Essential duties and responsibilities include but are not limited to:
1. Maintain a sound plan of corporate organization, establishing policies to insure adequate management development and to provide for capable management succession.
2. Prepare short– and long range plans and budgets based on broad organizational goals and growth objectives.
3. Evaluate the results of overall operations regularly and systematically and report these results to the board.
4. Ensure that all organizational activities and operations are carried out in compliance with NCUA, local, state and federal regulations and laws governing business operations.
5. Direct the development and promotion of LES People’s FCU services.
6. Direct fundraising activities and reporting.

Board of Directors:
 With board, prepare, implement and review short and long-term strategic goals
 Keep board informed of operating, fundraising, personnel matters and other pertinent issues
 Propose to board policy changes and means to improve operations
 Communicate board decisions to staff and present staff concerns to the board
 Provide financial reports and other materials for monthly board meetings

Administrative / Supervisory:
 Oversee performance of all credit union departments, programs and services and ensure that programs are administered in compliance with regulatory and governmental agency standards and mandates
 Directly supervise Senior Management Team (5 people)
 Ensure adherence to a solid system of policies and internal control procedures.
 Promote open communication system among departments, between senior and junior staff, and develop a strong management team
 Oversee hiring, supervision and delegation of responsibilities among credit union staff (25 people)
 Provide opportunities for staff training, development, and internal advancement

Financial Management
 Develop operating budgets and monitor performance and expenditures
 Ensure compliance with NCUA regulations and capital requirements, as well as internal control procedures
 Participate in and act on findings of periodic NCUA examinations
 Enter into business agreements on behalf of LES People’s FCU as assigned by the board

Planning and Development
 Develop and coordinate strategic planning sessions with board
 Develop, implement and monitor short- and long-term business plans
 Explore opportunities for new services, lending, ATM and branch expansion, and field of membership expansion
 Propose and oversee new products and services development
 Establish and maintain relationships with current and prospective funders; and pursue appropriate and creative funding opportunities
 Inform and monitor marketing and communication plans

Member and Community Relations
 Maintain and develop positive relationships between LES People’s FCU and community organizations, elected officials and other supporters
 Assure participation of LES People’s FCU in community events
 Represent LES People’s FCU in coalitions and in the credit union movement
 Pursue partnerships with like-minded credit unions and others to promote LES People’s FCU’s vision and goals
 Be available and responsive to members
 Monitor community and member needs and trends, and ensure that services respond to changing needs
Applications are now being accepted; please respond by February 15, 2018.
Please submit a cover letter and resume to: HR@lespfcu.org

The Lower East Side People’s Federal Credit Union is an equal opportunity employer. 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 the Lower East Side People’s Federal Credit Union 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions required of this position.

Self-Help FCU — Deposit Raising Associate (Oakland or San Francisco, CA)

Self-Help Federal Credit Union
Deposit Raising Associate (Oakland, CA or San Francisco, CA)

Status: Exempt, Regular Full-Time
Reports to: Director of Marketing
Location: Oakland, CA or San Francisco, CA

Position Summary:
The Deposit Raising Associate provides day-to-day transactional and operations support to deposit-raising efforts of the Investment Associate, as well as support to Area/ Branch management and Call Center staff in their deposit-raising efforts. The objective is to provide MSD depositors/investors with the highest quality of service and satisfaction.
Principal Duties and Responsibilities:

  • Demonstrate Self-Help’s corporate competencies:
    • Mission and Values
    • Standards of Excellence
    • Teamwork and Collaboration
    • Initiative and Follow-Through
    • Customer Focus
    • Communication
  • Work effectively and cooperatively with the Investment Associate, Branch Operations, and Call Center staff to ensure the highest level of member support is provided for investor deposit members.
  • Ensure quick and accurate responses are made to investor deposit member inquiries from all sources, including:
    • Self-Help Website
    • Self-Help Federal Credit Union secured home banking portal
    • Self-Help Federal Credit Union mobile application chat/portal
    • Meridian Link Online Account Application
    • Email and phone calls
  • Ensure all investor deposit activity is implemented in compliance with Self-Help Federal policies and procedures and in compliance with federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.
  • Manage investor deposit activities, including but not limited to: new account openings (including preparing and sending Welcome Packets), renewal requests, payment changes & processing, updating member paperwork with new signers, audit/balance confirmations, statement or tax duplicate copies, website/online inquiries and trouble-shooting, and annually calling members whose accounts have gone dormant and marked at risk of being escheated.
  • Steward National MSD accounts in coordination with Investment Associate, including:
    • Proactively communicate with depositors about rate changes and regulatory/compliance changes
    • Engage with large MSD accounts (over $50,000) on at least a quarterly basis with audited financials, Self-Help press or news, annual report/impact statement, holiday cards or handwritten notes, creation of reports, or other engagement touchstones.
    • Proactively engage with depositor prior to CD maturity with goal to maintain or increase deposits at every opportunity.
    • Proactively recommend action plans to improve operational policies, procedures and controls, and mitigate controllable losses in operations.
  • Serve as first escalation point for investor deposit member issues, and assist Investment Associate with a resolution of more complex or specialized issues including member complaints, exceptions or requests to speak with management.
  • Assist with the identification/research of and outreach to current and potential investor deposit members.
  • Work on special projects, as needed.

Education and/or Experience:

  • High School Diploma or equivalent
  • Bachelor’s degree preferred
  • At least 1 year relevant experience working in a financial institution or CDFI preferred

Knowledge, Skill and Ability:

  • Knowledge of customer service principles and processes, including customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • Strong project management skills – ability to effectively plan, organize, and prioritize multiple tasks and/or projects to meet objectives and deadlines.
  • Excellent communications, customer service, and interpersonal skills; flexible and team player.
  • Maintain knowledge of product trends, industry and financial market trends, and competitive offerings.
  • Analytical (financial and operational data), reporting skills and problem-solving skills.
  • Proficient with Microsoft Office suite.
  • Good writer/editor.
  • Excellent problem solving skills.
  • Desire to work in a diverse and team-oriented environment.
  • Interest in social justice and consumer advocacy preferred.

Physical Requirements/Work Environment:
The physical demands described here are representative of those that must be met by an employee to
successfully perform the essential functions of this job. Reasonable accommodations may be made to
enable individuals with disabilities to perform the essential functions.

  • Close vision is required.
  • Employee is regularly required to: sit; talk and hear; use hands to finger, handle or feel; and reach with hands and arms.
  • Employee is frequently required to type and use a keyboard.
  • The employee must occasionally lift and/or move up to 10 pounds.

About us:
Self-Help Federal Credit Union was chartered in 2008 to build a network of branches that serve working
families and underserved communities. With 19 branches in California, 3 branches in Illinois, 2 branches
in Florida, approximately $680 million in assets, and serving more than 80,000 members and clients,
Self-Help Federal is one of the fastest-growing low-income designated credit unions in the country. It is
part of the national Self-Help family of non-profit organizations whose collective mission is to create and
protect ownership and economic opportunity for all. For 36 years, the Center for Community Self-Help
and its affiliates have provided $7.2 billion in financing to help over 121,000 low-wealth borrowers buy
homes, start and build businesses, and strengthen community resources. For more information, go to
www.self-helpfcu.org and www.self-help.org.

We are an equal opportunity employer:
SHFCU is committed to providing equal employment opportunities to all persons regardless of race,
color, class, age, religion (and lack thereof), disability that can reasonably be accommodated, marital
status (including domestic partner status), ancestry, nationality, national origin, family status, sex
(including pregnancy, childbirth, and related medical conditions), other medical condition (physical or
mental), AIDS/HIV status, genetic information, sexual identity, gender identification (including
transgender status), sexual orientation, and veteran status.

Compensation:
Competitive nonprofit salary, based on experience, plus a generous benefits package that includes
health, dental, life insurance, flexible spending plan, retirement plan, and paid parental leave.

Please apply to our Human Resources Department:
Interested individuals please send a resume and cover letter to cahiringmanager@self-helpfcu.org and
reference this job, Deposit Raising Associate in the subject line of your message.

The Self-Help Federal Credit Union is an Equal Opportunity Employer

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

To modify or remove a position please contact us - info@cdcu.coop

 

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