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Financial Inclusion Manager Jobs in Wisconsin (NOW HIRING)

The FC may also be responsible for management of existing business in the local markets. As part of ... Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For ...

In addition to cultivating new relationships, this position expertly manages and strengthens ... Come as you are. Our culture embraces diversity, equity, & inclusion; one where everyone feels ...

The Financial Advisor is also responsible for management of existing business in the local markets ... Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For ...

The Financial Advisor is also responsible for management of existing business in the local markets ... Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For ...

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Financial Inclusion Manager information

What are the key skills and qualifications needed to thrive as a Financial Inclusion Manager, and why are they important?

To thrive as a Financial Inclusion Manager, you need expertise in financial services, regulatory knowledge, and a background in economics or business, often supported by a relevant degree. Familiarity with digital banking platforms, mobile payment technologies, and data analysis tools is commonly required, along with certifications such as CFA or financial inclusion-specific training. Strong communication, stakeholder engagement, and cultural sensitivity are crucial soft skills for building trust and promoting inclusive financial solutions. These skills enable managers to effectively design, implement, and scale financial products that reach underserved communities, driving both social impact and organizational success.

What are some common challenges faced by a Financial Inclusion Manager when implementing new programs in underserved communities?

Financial Inclusion Managers often encounter challenges such as building trust within underserved communities, overcoming regulatory and infrastructural barriers, and tailoring financial products to meet diverse local needs. Establishing strong partnerships with community organizations and local leaders is crucial for successful outreach. Additionally, navigating limited access to digital tools and ensuring financial literacy among target populations are ongoing priorities that require creative, culturally sensitive solutions.

What does a Financial Inclusion Manager do?

A Financial Inclusion Manager is responsible for developing and implementing strategies to increase access to financial services for underserved or marginalized communities. They work with banks, nonprofits, government agencies, and other stakeholders to design products, programs, and policies that promote economic participation. Their role often includes conducting research, analyzing barriers to financial access, and measuring the impact of inclusion initiatives. By fostering partnerships and creating innovative solutions, Financial Inclusion Managers help ensure that more individuals and businesses can participate in the formal financial system.

What is the difference between Financial Inclusion Manager vs Microfinance Officer?

AspectFinancial Inclusion ManagerMicrofinance Officer
CredentialsRelevant degrees in finance, economics, or development; certifications like CFEP or microfinance certificationsSimilar credentials; often requires finance or development background; microfinance certifications beneficial
Work EnvironmentStrategic roles in NGOs, banks, or government agencies focusing on policy and program developmentFieldwork in communities, client assessment, loan processing in microfinance institutions
Employer & IndustryFinancial institutions, development agencies, NGOsMicrofinance institutions, banks, NGOs

While both roles focus on improving access to financial services, the Financial Inclusion Manager typically develops strategies and policies at a higher level, whereas the Microfinance Officer works directly with clients to provide microloans and financial services. The roles often overlap in skills and certifications but differ mainly in scope and work environment.

What are popular job titles related to Financial Inclusion Manager jobs in Wisconsin? For Financial Inclusion Manager jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Financial Inclusion Manager jobs in Wisconsin look for? The top searched job categories for Financial Inclusion Manager jobs in Wisconsin are:
What cities in Wisconsin are hiring for Financial Inclusion Manager jobs? Cities in Wisconsin with the most Financial Inclusion Manager job openings:
Community Manager - Madison, WI

Community Manager - Madison, WI

JP Morgan Chase

Madison, WI

Full-time

Medical, Retirement

Posted 7 days ago


JPMorgan Chase & Co. rating

8.1

Company rating: 8.1 out of 10

Based on 466 frontline employees who took The Breakroom Quiz

46th of 141 rated banks


Job description

As a Vice President, Community Manager (Consumer Bank), you will lead the community strategy for a specific area, delivering measurable business and financial health outcomes, creating a great client experience, and making a real impact locally.

You'll be a visible leader and trusted partner in the field, building strong relationships and creating outreach programs that expand access to resources, education, and solutions that help people feel welcomed, valued, and understood. You'll collaborate across One Chase and One JPMorganChase, working closely with partners to bring the full strength of Chase to your community. Externally, you'll cultivate relationships with community organizations to drive engagement, deepen partnerships, and advance financial inclusion and opportunity for all.

Reporting to the Community Director, you'll also serve as a culture carrier, bringing our values-Service, Heart, Curiosity, Courage, and Excellence-to life in every interaction.

Job Responsibilities

  • Deliver exceptional experiences to clients, community members, and stakeholders by embodying our company values in every interaction. 
  • Build and maintain strong community partnerships with nonprofits, local leaders, and businesses; meeting regularly engaging to understand needs, plan joint activities, and measure progress toward shared goals.
  • Develop and execute an annual territory plan aligned with priority customer segments and firmwide initiatives, translating strategy into clear actionable priorities and measurable outcomes. 
  • Design and deliver outreach programs that build trust, strengthen relationships, and provide financial education for individuals, families, and business owners.
  • Plan and manage a community engagement calendar with a variety of events and workshop formats to keep engagement strong and drive impact.
  • Lead (or co-lead) financial health workshops and events, sharing practical guidance and connecting people to the right Chase experts and solutions.
  • Manage events from start to finish-promotion, registration, logistics, event-day execution, and follow-up-ensuring a smooth, organized, and supportive for attendees.
  • Collaborate across One Chase and One JPMorganChase (Branch Banking Leadership and teams, Home Lending, Business and Commercial Banking, and JPMorgan) to align goals, coordinate resources, and maximize local impact, including customer engagement and referrals.
  • Gather feedback and share results with local and national partners to improve programs and strengthen community engagement.
  • Adhere to budget, risk, and compliance requirements by using approved tools and procedures and meeting line-of-business and firmwide standards.
  • Champion culture and inclusion by modeling teamwork, supporting colleague development, and partnering with Business Resource Groups. 

Required Qualifications, Capabilities, and Skills

  • Proven leadership experience with the ability to influence across the firm and in the community.
  • Strong event coordination, project management, and organizational skills.
  • Ability to build authentic relationships with clients, partners, and community contacts.
  • Executive presence and strong presentation skills in both small and large group settings; with delivery in virtual, in-person and hybrid formats.
  • Self-starter with a proactive approach, excellent time management, and a passion for making a difference.
  • Strategic, analytical, and independent problem-solving skills.
  • Demonstrated ability to discover needs and connect clients and business owners to the right resources

Preferred Qualifications

  • Bilingual language skills are preferred

Training and Travel Requirement

  • This role requires the ability to travel as needed for in-person community engagement, training, and business meetings.

Dodd Frank and SAFE Act 

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. 

In addition, this position will require National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. 

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx 

In addition to the NMLS/TILA screening requirements, this role will be required to comply with JPMC Employment and Engagement of Minors Standard. In accordance with this standard, an annual enhanced criminal screening will be required.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

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