• Community Development Coordinator

    Raymond James Financial, Inc. (St. Petersburg, FL)


    Essential Duties and Responsibilities

    + Support the Community Development/Community Reinvestment Act (CRA) Officer.

    + Assist with overseeing the CRA Program with the CRA Officer, including serving as an additional liaison between key community partners and RJB.

    + Assist in planning and executing community outreach programs and events.

    + Develop and coordinate RJB’s CRA related financial education initiatives.

    + Represent the organization at community meetings and events as needed.

    + Schedule and assist with CRA processes, including quarterly performance updates, associate training, and ongoing review and analysis of CRA activities.

    + Learn and manage the CRA software, Kadince and RiskExec, used to track CRA activities.

    + Prepare and manage correspondence, reports, agendas, and meeting minutes.

    + Maintain and update internal databases, records, and filing systems.

    + Qualify and approve CRA related activities

    + Oversee the tracking of Service Hours, Donations and EQ2 investment documents.

    + Collect, analyze, and summarize data for reporting, decision-making, and internal/external examinations.

    + Assist with monitoring program performance and recommend improvements.

    + Build and maintain relationships with community partners, stakeholders, and 3rd party vendors.

    Knowledge of or ability to learn

    + Basic principles of banking and finance and securities industry operations.

    + Financial markets and products.

    + Related rules and regulations of the Office of the Comptroller of the Currency (OCC), Consumer Financial Protection Bureau (CFPB), Federal Financial Institutions Examination Council (FFIEC), Federal Reserve System, and/or Federal Deposit Insurance Corporation (FDIC), and state banking regulatory agencies.

    + Microsoft Office products, Adobe, Kadince, RiskExec, and other internal software platforms.

    Skill in

    + Strong verbal and written communication

    + Planning and organizing

    + Data collection and analysis

    + Office systems and computer proficiency

    + Relationship building and stakeholder engagement

    + Event coordination

    + Compliance and policy understanding

    + Adaptive mindset and problem-solving

    + Project and workflow management, including the ability to coordinate multiple initiatives simultaneously

    + Cultural competency and community awareness

    Ability to

    + Partner with other business units to accomplish objectives.

    + Focus on detail while maintaining a big picture orientation.

    + Establish and maintain effective working relationships at all levels of the organization.

    + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.

    + Work independently as well as collaboratively within a team environment.

    + Maintain current knowledge of laws, rules, and regulations related to compliance in the assigned business area.

    + Interpret and apply policies and identify and recommend changes as appropriate.

    + Quantitatively and/or qualitatively process data.

    + Support department strategies consistent with long-term company goals.

    + Promote team cohesiveness, cooperation, and effectiveness.

    + Speak and/or present in front of groups as needed.

    + Maintain confidentiality.