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1995 Investor and Community Relations Associate - Durham, NC

The Organization:

Self-Help is a leading national community development financial institution headquartered in Durham, NC. Since 1980, Self-Help has provided $8.5 billion in financing to 159,000 families, individuals and businesses. It helps drive economic development and strengthen communities by providing responsible financial services; lending to individuals, small businesses and nonprofits; developing real estate; and promoting fair financial practices across the nation. The Self-Help family of nonprofit organizations includes Self-Help Credit Union, Self-Help Federal Credit Union, Self-Help Ventures Fund and the Center for Responsible Lending. Through its credit union network, Self-Help serves over 150,000 people in North Carolina, California, Chicago, Florida and South Carolina. Learn more at, and



Position Description:

Self-Help is seeking an Investment and Community Relations Associate to join our team in Durham, NC.  The Investment and Community Relations Associate will provide support to business development, data and outreach staff. This person will aid in the organization’s deposit-raising and stewardship strategies; impact assessment and community engagement. They will help balance the recruitment of new depositors with the customer service/stewardship demands of existing investors whose support for the organization is critical to its continued success. Overall, this role will help promote the growth of Self-Help’s credit unions (Self-Help Credit Union and Self-Help Federal Credit Union) by promoting a broader range of products and services and increase our presence in the communities we serve.


Essential Responsibilities:


  • Develop engagement campaigns, documents and e-mails to communicate impact with mission investors.
  • Prepare proposals and reports for prospective and current depositors and investors.
  • Communicate maturity dates, rollovers and rate changes to mission-supportive depositors in a timely and accurate manner.
  • Process mission-supportive depositors with their transactions including account set up, maintenance, and special requests.
  • Respond to deposit inquiries and member requests, as needed.
  • Maintain fundraising management and CRM systems, including Salesforce, to capture and report deposit-raising goals and opportunities.
  • Conduct research and assist in raising mission supportive deposits from individuals, institutions, and private sector sources.
  • Support the executive vice-president and senior fellow in the execution of engagement, outreach and partnership strategies and activities.
  • Coordinate activities of the Community Engagement and Strategic Partnerships Working Group such as drafting agendas and scheduling meetings.
  • Develop and update the internal web portal and web-based resources.
  • Track and maintain data on engagement activities. Create and disseminate reports to management.
  • Schedule meetings, follow-up, and special events.
  • Provide data analysis on products, members, and other metrics to support business development and respond to external requests.
  • Perform market research and analysis.
  • Complete funder reports and analysis as assigned.
  • Perform other duties as may be deemed necessary.

Minimum Qualifications:


  • Bachelor’s degree required.Significant relevant experience may be considered in lieu of a degree.
  • 3 years’ experience in sales, fundraising, financial services, data services and/or other related fields.
  • SalesForce or other CRM experience required. Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
  • Preference for working in organizations that place priority on teamwork and collaboration.
  • Data analysis skills and experience, particularly related to housing, financial services or economic development programs.
  • Proficient with MS Office Suite (Word, PowerPoint).Advanced/Intermediate skill level with Excel.
  • Knowledge of administrative procedures and systems such as managing files and records and designing forms.
  • Passion for organizing information and workflows.
  • Accuracy and keen attention to detail with grasp of complex programs.
  • Excellent writing/editing skills.
  • Good quantitative skills; excellent interpersonal skills (in person and on the phone); flexible and team player.
  • Ability and willingness to travel and work evenings and weekends.



Physical Requirements:


Frequently requires use of manual dexterity and repetitive motions, primarily with the wrists, hands, and/or fingers.  Must be able to occasionally lift and exert force of up to 40 pounds.




Competitive nonprofit salary, based on experience, plus a generous benefits package.




To apply, send resume and cover letter, describing why you are a fit for this position, to Please include the position title as the subject.  Application must be received by October 29, 2019 to ensure consideration.  Applications received after this date may or may not be considered, depending on the applicant pool.  The position will remain posted until filled.


Self-Help is committed to providing equal employment opportunities to all persons regardless of race, color, class, age, gender, religion, disability that can be accommodated, marital status, ancestry, nationality, family status or sexual orientation.