CRA and Initiatives Coordinator jobs in United States
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Raymond James · 2 months ago

CRA and Initiatives Coordinator

Raymond James is a financial services firm that focuses on client-first values and community engagement. The CRA and Initiatives Coordinator is responsible for managing change initiatives related to the Community Reinvestment Act and ensuring effective communication strategies across the organization.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
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Growth Opportunities

Responsibilities

Direct organizational change initiatives from initial planning through implementation, ensuring timely and cost-efficient execution while minimizing operational disruptions
Foster a culture of adaptability and ongoing improvement, inspiring innovation and promoting active employee engagement throughout transformational initiatives
Oversee centralized tracking of Community Reinvestment Act (CRA) activities using Kadince, including charitable donations, employee volunteer hours, Community Development loans, and qualified investments
Conduct quarterly audits of CRA documentation to ensure accuracy, completeness, and adherence to regulatory requirements
Represent the bank at community events, nonprofit meetings, and CRA partner engagements to build strong relationships and promote outreach to low- and moderate-income (LMI) communities
Support the implementation of the bank’s CRA Strategic Plan by partnering with internal departments and external stakeholders to ensure consistent execution and reporting

Qualification

CRA regulationsChange managementProject managementCommunity outreachNonprofit partnershipsAudit preparationFinancial servicesPublic policyCommunity developmentWritten communicationVerbal communicationOrganizational skillsAdaptability

Required

Bachelor's degree preferred
2–5 years of CRA, compliance, change management, or community development experience
Strong understanding of CRA regulations
Excellent written and verbal communication skills
Ability to work independently and collaboratively across departments
Strong project management and organizational skills
Experience with nonprofit partnerships and community outreach
Familiarity with CRA documentation standards and audit preparation
Background in financial services, public policy, or community development
Highly adaptable and resilient, able to navigate ambiguity and shifting priorities while maintaining composure and providing guidance during periods of organizational transition or uncertainty

Preferred

Bachelor's: Business Administration
Bachelor's: Mass Communication
Bachelor's: Public Relations

Company

Raymond James

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Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.

Funding

Current Stage
Public Company
Total Funding
$1.5B
2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO

Leadership Team

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Paul Shoukry
Chief Executive Officer
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James Sickling
COO - Fixed Income
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Company data provided by crunchbase