Community Engagement and Outreach Manager

Truist Bank

14h

About The Position

Ensure that Truist is adequately meeting the Community Reinvestment Act (CRA) Lending, Investment and Servicing test and goals to successfully pass CRA exams by creating outreach events and activities that engage teammates, clients and community partners in low- and moderate-income geographies throughout the Truist footprint. Ensuring that Truist is also creating outreach events and activities that engage teammates, clients and community partners in underserved geographies to align with Fair and Responsible Banking obligations.
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
• Collaboration with community-based organizations (i.e. local non-profits, local trade associations, faith-based organizations) to create outreach opportunities in low-and-moderate income and underserved geographies and increase opportunities to enhance financial literacy that will foster community growth through homeownership.
• Collaboration with internal partners (i.e. loan originations, branch partners, CRA, small business, wealth) to create outreach opportunities that will offer a full suite of financial solutions in the communities we serve, specifically low-and-moderate income and underserved geographies.
• Explore and deliver CRA volunteer opportunities where there is a large concentration of Truist teammates throughout the footprint.
• Manage Community Advisory Council relationships and meetings by engaging community partners quarterly to share and develop opportunities that foster community growth.
• Manage Performance Grant relationships in collaboration with sales partners to create opportunities to provide financial and homebuyer education in low- and moderate income and underserved geographies.
• Manage monthly/quarterly reporting to show outreach efforts and opportunities as it relates to department goals.
• Manage and coordinate project planning activities associated with outreach events by devising a feasible plan that achieves the goals and objectives of the outreach in alignment with the business strategy.
• Understanding of the expectations of the outreach events including defining problems, scoping the parameters, collaboration across teams and lines of business and identifying structures of authority for process and decision to determine resource requirements.
• Measure outreach project performance using appropriate systems, tools and techniques for reporting up to Community Outreach and Engagement Leader.
• Uses appropriate verification techniques to manage changes in scope, schedule and cost. Manages comprehensive documentation around the outreach event to identify and resolve issues and escalate more complex issues to Community Outreach and Engagement Leader as needed. Serves as an individual contributor and works under general guidance.
• Perform risk management to minimize risk associated with outreach projects. Identifies and resolves potential obstacles associated with outreach project inclusive of timelines, budgets, cost adjustments and resources.

Requirements

• Bachelor’s degree in a relevant field, or an equivalent combination of education and work experience. Understanding of project management framework and methodologies as it relates to managing outreach events.
• Possesses skills and experience in developing and implementing processes, standards and operational plans that will have an impact on the achievement of functional results.
• Ability to lead projects, resolve issues, communicate with and influence others, conduct negotiations and manage to stringent timelines for project deliverables. Working knowledge of cost and risk management practices.
• Demonstrated understanding of business and technology organization, resources, priorities, needs and policies. Demonstrated ability to make decisions under pressure and bring clarity to ambiguous assignments. Demonstrated ability to effectively manage time, delegate and problem-solve. Working knowledge of business matters, finance, planning, and forecasting.
• Excellent verbal and written communication skills.
• Ability to represent Truist in a professional and engaging manner and in large group settings
• Proficient in Microsoft Office and strong organizational skills and the ability to multi-task.

Nice To Haves

• Advanced degree in a relevant field of work (e.g., MBA). CAPM or working towards PMP Experience leading projects or parts of projects in a matrix organization Knowledge of management and planning systems theory and practical application to complex initiatives
• 5+ years’ experience managing community-based relationships and CRA, Banking or Mortgage experience.

Responsibilities

• Collaboration with community-based organizations (i.e. local non-profits, local trade associations, faith-based organizations) to create outreach opportunities in low-and-moderate income and underserved geographies and increase opportunities to enhance financial literacy that will foster community growth through homeownership.
• Collaboration with internal partners (i.e. loan originations, branch partners, CRA, small business, wealth) to create outreach opportunities that will offer a full suite of financial solutions in the communities we serve, specifically low-and-moderate income and underserved geographies.
• Explore and deliver CRA volunteer opportunities where there is a large concentration of Truist teammates throughout the footprint.
• Manage Community Advisory Council relationships and meetings by engaging community partners quarterly to share and develop opportunities that foster community growth.
• Manage Performance Grant relationships in collaboration with sales partners to create opportunities to provide financial and homebuyer education in low- and moderate income and underserved geographies.
• Manage monthly/quarterly reporting to show outreach efforts and opportunities as it relates to department goals.
• Manage and coordinate project planning activities associated with outreach events by devising a feasible plan that achieves the goals and objectives of the outreach in alignment with the business strategy.
• Understanding of the expectations of the outreach events including defining problems, scoping the parameters, collaboration across teams and lines of business and identifying structures of authority for process and decision to determine resource requirements.
• Measure outreach project performance using appropriate systems, tools and techniques for reporting up to Community Outreach and Engagement Leader.
• Uses appropriate verification techniques to manage changes in scope, schedule and cost. Manages comprehensive documentation around the outreach event to identify and resolve issues and escalate more complex issues to Community Outreach and Engagement Leader as needed. Serves as an individual contributor and works under general guidance.
• Perform risk management to minimize risk associated with outreach projects. Identifies and resolves potential obstacles associated with outreach project inclusive of timelines, budgets, cost adjustments and resources.

Benefits

• All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees