Job Summary

Under limited direction and with a high level of autonomy, uses knowledge and skills obtained through education, experience, and specialized training to help administer and manage the Community Reinvestment Act (CRA) Program and support the Community Development/CRA Officer for RJB. As requested, supports and/or leads projects, programs or processes while completing regular administrative oriented tasks. Maintains and participates in regular communication with internal customers, external community partners, and regulatory agencies.

Essential Duties and Responsibilities

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

• Prepare agenda and minutes for the quarterly CRA meetings.

• Learn and manage the proprietary CRA software Kadince used to track CRA activities.

• Evaluate and approve community development activities.

• Oversee the CRA Program with the CRA Officer, including serving as a liaison between key community partners and RJB.

• Schedules and oversees CRA processes including quarterly updates, training, and ongoing review and analysis of CRA activities.

• Ensures effective coordination occurs between departments for CRA Activities.

• May serve as a CRA liaison on various committees and projects representing the interest of the Bank.

• Attends regulatory or industry-related conferences.

• As requested, researches regulatory updates to identify linkages and trends and apply findings.

• Performs other duties and responsibilities as assigned.

Qualifications:

Knowledge, Skills, and Abilitie

Knowledge of

• 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.

Skill in

• Administering regulatory changes for CRA.

• Planning and scheduling work to meet regulatory organizational and regulatory requirements.

• Preparing oral and/or written reports.

• Ability to work with data analysis in excel; track, analyze, and report data to management

• Making rule-based and analytical suggestions or decisions.

• Strong verbal and written communication.

• Operating standard office equipment and using required software applications.

Ability to

• Partner with other functional areas to accomplish objectives.

• Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.

• Attend to detail while maintaining a big picture orientation.

• Work under pressure on multiple tasks concurrently and meet deadlines in a layered work environment with frequent interruptions and changing priorities.

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

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

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

• Maintain confidentiality.

• Maintain currency in laws, rules and regulations related to compliance in assigned functional 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.

Educational/Previous Experience Requirement

Education/Previous Experience

• Bachelor's Degree (B.A./B.S.) in a related discipline and zero (0) to two (2) years of experience in banking/or the financial services industry.

• ~or~

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• None required

Raymond James Guiding Behaviors

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same

• Work with and through others to achieve desired outcome

• Make prompt, pragmatic choices and act with the client in mind

• Take ownership and hold themselves and others accountable for delivering results that matter

• Contribute to the continuous evolution of the firm