Financial Inclusion Relationship Manager (Administrative)
Thank you for your interest in a career with Centra. A career at Centra Credit Union is more than a job; it is an opportunity to make a meaningful impact in our Members' financial lives and our communities. Centra was established in 1940 and is headquartered in Columbus, Indiana. Centra is ranked among the top five largest credit unions in Indiana and among the most financially sound institutions in the United States. Centra serves Membership throughout central and southern Indiana as well as other areas like Jamestown, NY, and Whitakers, NC. Centra Team Members enjoy excellent benefits, an atmosphere that fosters family and work-life integration, a heritage of strong values, a high level of Team Member engagement in the achievement of results, and the opportunity for growth with the Centra Family. Credit Unions are Not for Profit, Not for Charity, But for Service. If these are the things that matter to you then please read on, we look forward to hearing from you.
Centra has an opportunity for a Financial Inclusion Relationship Manager in Columbus, IN., area. The Financial Inclusion Relationship Manager is responsible for creating value through promoting Financial Inclusion growth within assigned region. This position builds relationships to educate and serve the unbanked, underbanked, and underrepresented communities by ensuring positive Member and Non-Member engagement. Applies Member Value Creation for Membership growth and contribution to achieving Financial Inclusion goals.
This position does require the candidate to be fluent in Spanish/English.
ESSENTIAL FUNCTIONS: This position may be required to perform additional duties as requested. Reasonable accommodations may be made to enable individuals with disabilities to perform.
- Promotes growth and development of Financial Inclusion services within assigned region. Performs activities to build relationships, educate, and serve the unbanked, underbanked, and under-represented communities and under-represented communities as well as continued efforts to reach the Latino Community, various Select Employer Groups (SEG), and school systems in accordance with Member Value Creation focused goals.
- Cultivates new Membership, lending and deposit growth opportunities through various community initiatives events and financial education workshops.
- Serves as subject matter expert to educate on Centra products and services and new account procedures and policies. Complies with all Credit Union policies and procedures, applicable laws, and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
- Collaborates with lines of business to receive referrals and reports referral information for program tracking.
- Identifies and recommends opportunities for improvement to current Centra products to align with unbanked and underbanked communities.
EDUCATION & EXPERIENCE – (Equivalent combination of Education & Experience will be considered.)
Associate's Degree in Related Field
A minimum of one year up to three years of similar or related experience, including preparatory
experience
Centra is an Equal Opportunity Employer.
Education
Preferred- Associates or better
- 1-3 years related experience or better
- Equivalent combination education & experience or better
Licenses & Certifications
Preferred- Cert. Financial Counselor
- Mobile Device
- NationMultistateLicensing
- Spanish Facilitator
Skills
Preferred- Network/Cultivate/Relationship Building Skill
- Computer Skills
- Lending Knowledge Base
- Math (Numeracy)
- Comprehension of Procedure/Process/Policy
- Reading Comprehension
- Sales Skills
