Bank , Program Manager

Position Overview

The Bank On Fellow will lead and grow the Bank On Miami
- Dade Coalition initiative. The Fellow will build and manage cross-sector partnerships with financial institutions, government agencies, community organizations, and regulators to expand access to safe, affordable banking for unbanked and underbanked residents. By coordinating coalition activities, aligning financial products with Bank On National Standards, and integrating banking access into existing programs, the Fellow will strengthen financial inclusion efforts and support Branches’ mission to empower families toward financial wellness.

• Cultivate new and existing relationships with local, regional, and national partners including city, county and state officials; banks and credit unions; community organizations; researchers and advocates; and banking regulators including the Federal Deposit Insurance Corporation, Federal Reserve Bank, Office of the Comptroller of the Currency, Department of the Treasury, and National Credit Union Administration. Develop and support a multi-sector Bank On Advisory Committee (if applicable).
• Work with financial institutions who do not yet offer nationally certified products that meet the Bank On National Account Standards to achieve certification.
• Identify and cultivate opportunities to incorporate banking access into existing Financial Wellness program infrastructure. Work with program partners to implement successful integrations. Lead meetings with senior representatives within municipal agencies, financial institutions, and community-based organizations to develop and advance local coalition initiatives.
• Design Bank On Coalition strategy, manage Bank On program budget, oversee Bank On team (as applicable).
• Track, analyze and report data about Bank On activities.
• Serve as a resource to the community around banking and financial empowerment issues.
• Identify and cultivate relationships with local funders and public funding source entities to seek ongoing public and private support to ensure program remains financially stable. Identify and leverage opportunities for in-kind and pro bono support for the program.
• In collaboration with Branches Marketing team, create appropriate marketing and outreach strategy to reach unbanked local residents. Incorporate public service messages to encourage opening of safe and affordable accounts.
• Work with relevant partners to ensure awareness about and accessibility to certified banking products. Lead forums and manage external relationships to communicate the value and mission of the Bank On program.
• Work with the Cities for Financial Empowerment (CFE) Fund to inform the local Bank On program model and coordinate the Fellowship cohort initiative. Actively participate in Bank On Fellows learning community opportunities. Assist in reporting to the CFE Fund on Fellowship activities and program progress.
• Train program partners who will engage clients around financial education and banking access issues.
• As applicable, some national and local travel.

• Establish and maintain an active multi-sector Bank On Advisory Committee with regular participation from government, financial institutions, and community partners.
• Increase the number of active coalition partners year over year.
• Grow the number of financial institutions offering Bank On certified accounts in Miami-Dade.
• Track increases in the number of unbanked/underbanked individuals opening certified accounts.
• Successfully integrate certified banking access into Branches programs;
  Financial Wellness coaching, Micro Business, Climb Higher.
• Document measurable improvements in participants’ financial stability linked to banking access (e.g., reduced reliance on alternative financial services).
• Provide timely and accurate reports to Branches leadership, funders, and the CFE Fund on coalition progress and outcomes.
• Demonstrate year-over-year improvements in coalition impact metrics (partners engaged, accounts opened, outreach reach).
• Actively participate in CFE Fund learning community activities and share best practices with the national Bank On network.
• Contribute to the…