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Financial Inclusion Manager Jobs in Newtown, CT (NOW HIRING)

Investor Relations Manager

Greenwich, CT ยท On-site

$187K - $280K/yr

More for our customers and the financial professionals who offer our products. If you are driven to ... Athene is committed to inclusion and is proud to be an Equal Opportunity Employer. We do not ...

... to manage multiple priorities in a fast-paced environment. * Bachelor's degree in Finance ... Athene is committed to inclusion and is proud to be an Equal Opportunity Employer. We do not ...

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Financial Inclusion Manager information

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 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 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 job categories do people searching Financial Inclusion Manager jobs in Newtown, CT look for?

The top searched job categories for Financial Inclusion Manager jobs in Newtown, CT are:

Business Lending Specialist

Sikorsky Financial Credit Union

Stratford, CT โ€ข On-site

Full-time

Medical, Dental, Retirement, PTO

Re-posted 17 days ago


Key responsibilities

  • Assist the business lending team with loan administration support functions including portfolio management, new loan onboarding, organizing loan files, and gathering updated financial documents from borrowers.

  • Assist with the management of the loan portfolio and completion of annual financial reviews.

  • Assist with loan operations such as boarding new loans onto the core system, performing account maintenance, and preparing reports as needed.


Job description

Why Join the Sikorsky Credit Union Team?
Sikorsky Credit Union has been named the #1 Credit Union in Connecticut for 7 years in a row. We are one of the largest credit unions in the state, with over $1 billion in assets, and we continue to grow!

If you are passionate about helping people achieve their financial goals and want to make a difference in the local community, we want to hear from you! We are looking for talented people to help us improve the banking experience for our valued members.

Working at Sikorsky Credit Union has its benefits. You’ll enjoy an awesome work-life balance, competitive pay, and an excellent benefits package that includes paid-time off, medical/dental, 401K plan with company match, tuition reimbursement and more! Please check out the details below to learn more about this position.

General Summary:

The Business Lending Specialist will be responsible for a variety of duties in support of the Business Lending team. This person will provide administrative and operational support and relationship management including loan portfolio maintenance, loan servicing and overall loan administration.

Key Essential Responsibilities: 

  1. Assist the business lending team with loan administration support functions including portfolio management, new loan onboarding, organizing loan files, and gathering updated financial documents from borrowers.
  2. Assist with the management of the loan portfolio and completion of annual financial reviews. 
  3. Prepare and maintain reports assigned by management. 
  4. Act as a point of contact for existing borrowers related to their providing updated financial information. 
  5. Assist with loan operations which involves boarding new loans onto the core system, performing account maintenance (i.e. loan extensions, modifications, payment adjustments, etc.), and preparing reports as needed.
  6. Promotes and maintains a positive work atmosphere by communicating in a manner consistent with professional standards to work effectively with members, co-workers, management and vendors.
  7. Keeps abreast of industry developments including but not limited to changes in regulations and technology.
  8. Ensure adherence to company policies and procedures and Banking/Credit Union Regulations.
  9. Performs additional duties as required.


Essential Skills, Knowledge and Requirements: 

  1. Bachelor’s degree is strongly preferred. Will consider qualified candidates with proven work experience in a similar role at a bank or credit union. 
  2. Minimum of 2 years of experience in relationship management with commercial borrowers.
  3. Proficient in accounting and financial statement analysis.
  4. Sense of urgency, strong member service skills, strong time management and workload management skills, attention to detail, willingness and ability to contribute to a team-based environment, ability to adapt easily to change, strong communication skills and a desire to provide best-in-class service to the Members.
  5. Proficiency in Microsoft Office 365 suite including Word, Excel, Outlook and Microsoft Teams. Fiserv DNA experience strongly preferred.


Sikorsky Credit Union is an equal opportunity employer that is proud of its commitment to diversity and inclusion. Therefore, we welcome applicants from all communities, including age, color, ethnicity, familial or marital status, gender identity or expression, language, national origin, physical or mental disability, military or veteran status, race, religion, sexual orientation, and socioeconomic background.