Bilingual Financial Inclusion Officer

About Us

Recognized as one of the most successful Black and Women owned credit unions in the nation, HOPE continues to build its brand and impact by expanding access to financial services and engaging in advocacy to mitigate the extent to which factors such as race, gender, birthplace and wealth limit one’s ability to prosper. Since 1994, HOPE has generated more than $3.6 billion in community development financing that has benefitted more than 2 million people in Alabama, Arkansas, Louisiana, Mississippi, Tennessee and nationwide. This work has supported small business owners struggling to gain access to capital, families seeking to own homes and individuals looking for a better way to manage their hard-earned money with a financial institution they can trust.  

Job Summary

The Financial Inclusion Officer is responsible for membership outreach to community organizations, churches, and employers; and developing Hope Affinity Network (HAN) partnerships that will provide business outcomes with HOPE’s financial products and services, financial counseling and homebuyer training to HOPE members.  Confidentiality is involved, and sensitive situations may be handled. The Financial Inclusion Officer may be located in the various markets of HOPE.

Primary and Essential Functions

·Leads and supports Strengthening HOPE Initiative that values an organizational culture for open communication, innovation, associate engagement and other traits that contribute to collaboration and high performance.

·Contact local employers, nonprofits, faith-based groups and their employees/constituents to connect with HOPE’s financial products and services through development of HAN partnerships.

·Establish partnerships with groups that provide financial counseling, homebuyer education, and other related technical          assistance services.

·Support Crece con Hope credit union growth through outreach and service within the Hispanic market.

·High level of external and internal public contact, management of varied partnerships; strong composition and editing of varied written materials.

·The Financial Inclusion Officer will consult with HOPE’s internal and external Advisory Councils.

·Manage various programs to support credit union growth.

·Manage and track production of HAN sites and make recommendations on site viability.

·Uses considerable judgment and creativity in organization and time management

·Provide excellent member service.

Secondary Functions

·Provide information required for investor reporting, as requested by Investor Relations department.

·Participate in community efforts (e.g., Volunteer Income Tax Assistance site, Individual Development Account programs, etc.) with key partner organizations.

·Support other lines of businesses within HOPE.

·Perform general administrative duties such as attending meetings, report production, etc.

·Assist as needed with branch operations.

·May have lending responsibilities as indicated in the Consumer Loan Policy for A/B/C paper and share and CD secured            loans for designated Financial Inclusion Officer

·May take and process consumer loan applications based on market need.

·Complete other duties as assigned.

Competencies/Skills

·Business or consumer lending skills

·Self-starter and capable of forming relationships and networking with community members/leaders

·Working knowledge of word processor, spreadsheet, other PC applications, or mainframe applications to produce non-standard, creative products

·Ability to read and interpret documents, write routine reports and correspondence

·Ability to speak effectively before groups of customers and employees of the organization

·Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals

·Ability to compute rate, ratio, percent, and interpret data

·Ability to apply commonsense understanding to carry out detailed but uninvolved written or oral instructions

·Ability to deal with problems involving a few concrete variables in standardized situations

·Ability to form relationships and network with community members and other leaders

·Excellent customer service skills

·Ability to work occasionally on weekends and after hours

Desired Qualifications

·Bachelor’s degree, business concentration preferred

·5 or more years of experience and/or training; or equivalent combination of education and experience in a related field

·Experience in business development, community building, or economic development

Physical Demands

·Employee is regularly required to sit, stand and walk.

·Employee will use hands to finger, handle or feel, reach with hands and arms, and talk or hear.

·Employee must regularly lift and/or move up to 10 pounds and frequently lift and/or move up to 25 pounds.

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

Work Environment

·Employee generally spends time in an office environment accessible to the public, customers, and potential customers including outreach activities.

·Noise level in the work environment is usually moderate.

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