What are the responsibilities and job description for the Community Development Officer position at Univest?
Overview
Univest Financial Corporation (UVSP), has approximately $8.1 billion in assets and $5.2 billion in assets under management and supervision (as of December 31, 2024). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. For nearly 150 years, Univest has stayed true to our philanthropic spirit and the strength of our Committed to Local giving program is one of the things that differentiates us. In 2024, Univest donated $2.1 million to our local nonprofits and our employees volunteered more than 16,000 hours.
At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. We seek career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs-based financial solutions in the communities we serve.
We're hiring a Community Development Officer to join our Consumer Banking Team.
Responsibilities
Partners with CRA Officer to identify specific areas of need and execution of plan with various business lines within said areas to ensure Bank achieves CRA goals.
Conduct proactive outreach to target underserved markets and communities to cultivate new lending opportunities.
Build and maintain relationships with community leaders, non-profits, and local businesses to understand community needs and opportunities.
Represent the Bank at community events, meetings, and forums to promote the Bank’s community development efforts which can include occasional nights or weekends.
Design and implement community development programs that align with the bank’s goals and community needs, including financial literacy workshops, small business support, and affordable housing initiatives.
Collaborate with internal departments, such as CRA and fair lending, and others, to promote community development initiatives and integrate them into the bank’s overall strategy.
Prepare and present reports to management and appropriate bank committees on community development activities.
Responsible for compliance with laws and regulations that apply to this position including the Univest Code of Conduct
Perform other duties as assigned.
Qualifications
Bachelor’s degree in a related field; or equivalent training/experience
Working knowledge of the Community Reinvestment Act (CRA)
Ability to work effectively with community-based organizations, banks, CPAs, small businesses, entrepreneurs, and public sector administrators.
Public speaking skills to present information to small and large groups.
Effective written and verbal communication skills.
Proficiency in Microsoft Office such as Word, Excel, and PowerPoint.
Wage Range
Salesforce CRM and nCino experience preferred.
The salary for this position ranges from $##.00 to $##.00
Benefits Overview
Univest offer's a comprehensive benefits package that includes:
#Univest
An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.
Univest Financial Corporation (UVSP), has approximately $8.1 billion in assets and $5.2 billion in assets under management and supervision (as of December 31, 2024). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. For nearly 150 years, Univest has stayed true to our philanthropic spirit and the strength of our Committed to Local giving program is one of the things that differentiates us. In 2024, Univest donated $2.1 million to our local nonprofits and our employees volunteered more than 16,000 hours.
At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. We seek career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs-based financial solutions in the communities we serve.
We're hiring a Community Development Officer to join our Consumer Banking Team.
Responsibilities
Partners with CRA Officer to identify specific areas of need and execution of plan with various business lines within said areas to ensure Bank achieves CRA goals.
Conduct proactive outreach to target underserved markets and communities to cultivate new lending opportunities.
- Oversees education of Consumer team, namely Financial Center Managers and Business Development officers, on identification of CRA opportunities and cultivates referrals in support of CRA efforts.
- Partners with consumer lending teams to develop and implement consumer oriented CRA initiatives.
- Partners with Commercial Relationship Managers for cultivating CRA opportunities with organizations with Commercial profile (i.e. larger credit exposures).
- Lead in handling/processing CRA opportunities within the Small Business segment.
Build and maintain relationships with community leaders, non-profits, and local businesses to understand community needs and opportunities.
Represent the Bank at community events, meetings, and forums to promote the Bank’s community development efforts which can include occasional nights or weekends.
Design and implement community development programs that align with the bank’s goals and community needs, including financial literacy workshops, small business support, and affordable housing initiatives.
Collaborate with internal departments, such as CRA and fair lending, and others, to promote community development initiatives and integrate them into the bank’s overall strategy.
Prepare and present reports to management and appropriate bank committees on community development activities.
Responsible for compliance with laws and regulations that apply to this position including the Univest Code of Conduct
Perform other duties as assigned.
Qualifications
Bachelor’s degree in a related field; or equivalent training/experience
Working knowledge of the Community Reinvestment Act (CRA)
- Understanding why the CRA was enacted and its goals of encouraging financial institutions to meet the credit needs of all segments of their communities, including low- and moderate-income neighborhoods and small businesses.
- Familiarity with the specific rules and guidelines that govern how financial institutions are evaluated under the CRA.
- Understanding how assessment areas are defined and how to identify the credit needs of LMI communities and small businesses within those areas.
Ability to work effectively with community-based organizations, banks, CPAs, small businesses, entrepreneurs, and public sector administrators.
Public speaking skills to present information to small and large groups.
Effective written and verbal communication skills.
Proficiency in Microsoft Office such as Word, Excel, and PowerPoint.
Wage Range
Salesforce CRM and nCino experience preferred.
The salary for this position ranges from $##.00 to $##.00
Benefits Overview
Univest offer's a comprehensive benefits package that includes:
- Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
- Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
- Paid Time Off (PTO): 15 days annually (prorated your first year)
- Short Term Disability: 10 days annually of sick time with a doctors note (prorated your first year)
- Holiday Time Off: 11 paid holidays
- Commissions: paid quarterly based on individual and team production
- We offer company paid life insurance: as well as other supplemental insurances
- Tuition reimbursement
- Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
- Discounts: on loan products
- Professional development trainings
#Univest
An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.
