Job Description Summary

This role blends administrative support with community engagement and program coordination. 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 Raymond James Bank (RJB). As requested, supports and/or leads projects, programs, or processes while completing regular administrative-oriented tasks. Maintains and regularly participates in communication with internal associates and external community partners. Requires strong organizational, communication, and interpersonal skills, with responsibilities ranging from document preparation and event logistics to stakeholder engagement and program implementation.

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.

Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science, Bachelor’s: Construction ManagementGeneral Experience - 4 to 6 months

Travel

Less than 25%

Workstyle

Hybrid

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 outcomes
• 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

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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