DEPOSIT RAISING, COMMUNITY OUTREACH AND ENGAGEMENT

• Develop and implement regional strategies for cultivating mission-aligned deposits to support credit union growth.

• Directly develop and maintain critical relationships with socially responsible and mission-oriented investors. This includes but not limited to high-net-worth individuals, mutual funds, SRI funds, nonprofit organizations, faith-based organizations, foundations, banks, universities, financial advisors and others.

• In conjunction with branch leadership coach & mentor branch staff to increase productivity in deposit-raising and identifying potential lending opportunities.

• Maintain familiarity with critical internal systems and a general understanding of the various products and services available across the organization.

• Support the preparation of proposals and reports for potential depositors and investors including financial and impact due diligence requests and coordinate closely with our credit union leadership, finance team, DPI, executive and special projects staff, and other relevant stakeholders.

• Represent Self-Help through speaking engagements on conference panels, workshops, and webinars. Serve as the face of Self-Help to external audiences and partners, and work to increase Self-Helps overall visibility in a way that supports increased deposit and loan cultivation.

• In conjunction with branch management and Marketing-Communications develop and direct a targeted marketing strategy for deposit outreach, including print and digital/social media platforms.

• Stay attuned to local social, economic and political issues and community concerns, sharing the impact of those issues and concerns with appropriate Self-Help colleagues in a timely manner so appropriate strategies/actions to address may be developed.

• Identify and explore opportunities for collaboration and initiating efforts to bring individuals and organizations together that can affect change. While bringing these groups together will set agendas, convene and facilitate assembled groups, when necessary.

• Maintain dialogue and make regular contact with key depositors and loan relationships.

• Initiate and evaluate high impact opportunities through relationship building, asset mapping and other means. Engages potential partners interested in collaborating on mission-focused projects.

IDENTIFY COMMERCIALLENDING OPPORTUNITIES

• Identify commercial business lending opportunities in Self-Helps key commercial lending sectors- Affordable Housing, Faith Based, Charter Schools, Clean Energy and others within branch footprint.

• Identifysignature real estate development project in the community.

• Manage existing and build new partnerships that further Self-Helps small business lending goals. Could involve collaboration and referrals to existing loan funds and/or other CDFIs.

• Market Self-Helps loans to referral sources and potential borrowers through activities including 1-on-1 meetings and presentations.

OTHER

• Participate and support other team/cross-team projects and priorities, as needed.

• Act as a change agent to drive Self-Helps economic inclusion initiatives by integrating supplier diversity and the use ofbusinesses owned by women and people of color in third party contracting and vendor management for relevant products and services.

• Perform other duties as may be deemed necessary.

• Bachelors degree in related field and at least 10 years of experience in community development, fundraising, financial services and/or other related fields, or an equivalent combination of experience and related advanced degrees.

• Deep knowledge and expertise in financial services, marketing, and/or community development finance preferred.

• Strong commitment to Self-Helps mission: creating and protecting ownership and economic opportunity for all, especially people of color, women, rural residents and low-wealth families and communities.

• Preference for working in organizations that place priority on teamwork and collaboration. Sensitivity to and experience with issues affecting low-wealth communities, and a desire to work in culturally- and socially diverse organization that strongly values collaboration.

• Strong ability to build and/or expand networks and referral sources that lead to increased deposits and partnerships.

• Comfort with presenting information, both orally and in writing, and responding to questions from the media, and/or high net worth individuals.

• Strong verbal and written communications skills anddemonstrated attention to customer service and detailed follow-through.

• Ability and willingness to work evenings and weekends and travel as needed.

• Ability to demonstrate Self-Help's Core Values:

• Mission Before Self

• Service With Excellence

• Embracing & Promoting Change

• Results Not Credit

• Diversity as a Strength

• Financial Sustainability for Mission Impact