Bank On Suncoast Fellow

Job Title: Bank On Suncoast Fellow
Department: Community Impact
Reports to: Director, Financial Stability Initiatives
Location: Regional (Tampa/Sarasota)
Date September 2017

Since 2005, as a part of Bank On, cities across the country have adopted municipal banking access programs, leading to the opening of more than half a million new transactional accounts. Cities for Financial Empowerment Fund (CFE Fund) leads the national Bank On initiative and the multi-city Fellowship Program. The Bank On Fellowship Program is a national initiative focused on building a multi-city cohort of successful Bank On program coordinators, equipping them with the training, tools, and resources to make significant advancements in local banking access efforts and, at the same time, generating best practices for other coalitions around the country. Please refer to for more information about the national Bank On movement.

The Bank On Suncoast Fellow will be a member of the Bank On Fellowship cohort with four other Fellows across the nation who will provide leadership to Bank On initiatives to make significant advancement in local banking access efforts. The Fellow will be responsible for directing and realizing the vision of Bank On Suncoast under the auspices of United Way Suncoast and its partners, including key municipality partners, banks and credit unions, non-profits and business leaders. The Fellow will be responsible for establishing strategic partnerships, launching collaborative efforts to promote access to banking, overseeing day-to-day operations of Bank On Suncoast, and coordinating with the CFE Fund. This fellowship is a minimum two-year commitment.

Essential Duties and Responsibilities include the following:

• COALITION MANAGEMENT: Cultivate new and existing relationships with local, regional, and national partners including city, county and state officials; banks and credit unions; community organizations; researchers and advocates; and banking regulators including the Federal Deposit Insurance Corporation, Federal Reserve Bank, Office of the Comptroller of the Currency, Department of the Treasury, and National Credit Union Administration. Develop and support a multi-sector Bank On Advisory Committee (if applicable).
• BANK ON NATIONAL ACCOUNT STANDARDS: Work to connect residents to financial institution accounts certified as meeting Bank On National Account Standards. Work with other financial institutions who do not yet offer nationally certified products to local residents to achieve certification.
• BANKING ACCESS INTEGRATION: Identify and cultivate opportunities to incorporate banking access into existing program infrastructure. Work with program partners to implement successful integrations.
• DATA: Track, analyze and report data about Bank On activities.
• SUSTAINABILITY AND FUNDRAISING: Identify and cultivate relationships with local funders and public funding source entities to seek ongoing public and private support to ensure program remains financially sustainable. Identify and leverage opportunities for in-kind and pro bono support for the program.
• MARKETING/MEDIA: Create an appropriate marketing and outreach strategy with Marketing Department to reach unbanked local residents. Incorporate public service messages to encourage opening of safe and affordable accounts.
• TRAINING: Work with relevant partners to ensure awareness about and accessibility to certified banking products and related financial empowerment opportunities.
• LEARNING COMMUNITY: Work with the CFE Fund to support the local Bank On program model and coordinate on the multi-city Fellowship cohort initiative. Actively participate in the Bank On Fellows learning community opportunities. Assist in reporting to the CFE Fund on Fellowship activities and program progress.
• FINANCIAL EDUCATION: Ensure financial education resources augment banking access goals and meet the unique needs of residents who are unbanked or underbanked.
• PROGRAM ADMINISTRATION: Manage Bank On program budget, oversee Bank On staff, interns and volunteers (as applicable), and perform other administrative functions as needed.
• TRAVEL: Some national and local travel, including mandatory training in New York City from October 2-4, 2017.


• Prior banking experience or knowledge of mainstream financial products and services required
• Familiarity with Community Reinvestment Act preferred
• Familiarity with challenges facing unbanked/underbanked individuals preferred
• Familiarity with city/municipal government infrastructure and programming required
• Experience running a program or project independently required
• Strong background in community organizing, coalition management, or multi-sector collaboration required


• Bachelor’s degree and 3-5 years of professional experience required

Interpersonal Skills:

• Advanced interpersonal and communication skills with the ability to work closely with a wide range of constituents, including financial institutions, government partners, funders, and community-based organizations required.
• Excellent written and presentation skills required.
• Excellent communication skills, oral and written, including active listening, conflict resolution, coordination, facilitation, social perceptiveness, and consensus-building skills necessary. Successful team-building, influencing diverse individuals and groups to achieve necessary outcomes.
• Bilingual/Spanish-speaking a plus

Computer Skills: Requires advanced knowledge of MS Office software and use of internet and database programs.

Supervisory Responsibilities: Interns/volunteers

Licenses: Valid Florida Driver’s License

Physical Demands: 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. While performing the duties of this job, the employee is regularly required to sit, talk and/or hear. The employee is frequently required to use finger and hand motions and occasionally required to stand, walk and reach with hands and arms. The employee must occasionally lift and/or move objects up to 20 lbs. Specific vision abilities required by this job include close vision and ability to adjust focus.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employee primarily works in a normal office environment under moderate heat and noise levels, with extensive in-the field activities within the Suncoast area.

United Way Suncoast is an equal employment opportunity employer and does not discriminate against any person because of race, color, creed, religion, sex, national origin, disability, age, genetic information or any other characteristic protected by law. This nondiscrimination policy extends to all terms, conditions and privileges of employment as well as the use of all company facilities, participation in all company-sponsored activities, and all employment actions. United Way Suncoast will make reasonable accommodations for qualified individuals with known disabilities unless doing so would result in an undue hardship.

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