Bank On Program Manager

Bank On, Program Manager

About the job

About Branches

At Branches, we believe every child should thrive and every family and community member can achieve financial wellness. We partner with families to build educational and financial assets, community, and hope; creating a safe, welcoming space where relationships come first, transformation is possible, and everyone is valued.

From serving over 550 students daily through our Grow and Climb programs, to reaching 10,000+ adults each year with our Achieve financial wellness services, to empowering local entrepreneurs through our MicroBusiness program, we are making a lasting impact in South Florida and we are excited about it.

We are a faith-based organization; keeping people at the heart of everything we do. Our culture is agile, collaborative, and fueled by purpose, we’re passionate about transforming lives, fearless in pursuing what’s possible, and driven by the entrepreneurial spirit it takes to meet challenges head-on. If you’re inspired by impact, energized by growth, and ready to help co-create brighter futures, we encourage you to join our amazing mission-driven team, where your work doesn’t just make a difference, it changes lives.

About Bank On at Branches

As part of our commitment to advancing financial wellness, Branches has taken on a leadership role in progressing the Bank On coalition in Miami-Dade and Broward counties. In alignment with our mission to help families build educational and financial assets, Branches is proud to serve as the convener and lead organization of the local Bank On coalition.

Through Bank On, we bring together banks and credit unions, community organizations, government agencies, and regulators to expand access to safe, affordable, and certified banking products. By integrating banking access into social services and financial wellness programs, we are helping unbanked and underbanked residents move toward long term financial stability.

This Fellowship role reflects Branches’ commitment to building brighter financial futures for individuals and families in South Florida, while contributing to the national Bank On network of best practices and innovation.

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.

Key Areas of Responsibility

• 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.

Key Measures of Success

• 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, MicroBusiness, 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 visibility of Branches as a leader in financial inclusion at the local and national levels.

Qualifications

• Minimum of 5 years of relevant professional experience working with a range of stakeholders, including senior-level government partners, financial institutions, and/or community-based organizations
• Minimum of two years experience independently running a program or project required
• Deep relationships/network with community, including financial institutions, community-based organizations and local government strongly preferred.
• Familiarity with financial empowerment issues including banking, mainstream financial products, and Community Reinvestment Act preferred
• Familiarity with challenges facing unbanked/underbanked individuals preferred
• Strong background in community organizing, coalition management, or multi-sector collaboration required
• Experience with public speaking and communications experience required
• Experience in grant writing/budget management preferred
• Advanced interpersonal and communication skills with the ability to work closely with a wide range of constituents, including comfort leading meetings with senior-level staff within municipal agencies, financial institutions, government partners, funders, and community-based organizations required
• Excellent written and presentation skills required
• Compassion and understanding of the social issues/structures surrounding the complexities of being unbanked.

Beyond the Job Ad

At Branches, we recognize it’s unrealistic for candidates to fulfill 100% of the criteria in a job ad. We encourage you to apply if you meet the majority of the requirements because we know that skills evolve over time. If you’re willing to learn and evolve alongside us, join our team!

While most of the work for this position happens in a vibrant, collaborative office setting, we embrace flexibility, offering opportunities for remote or hybrid work when possible. Because our mission connects us deeply to our community, you’ll occasionally travel to other Branches sites or attend meetings with our Partners, with some evenings and weekends dedicated to special events or community needs. Reliable transportation is essential to support this work.

Branches is committed to the policy that all people have equal access to its programs, facilities and employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Please note: This role is dynamic, and responsibilities may evolve as we work together to meet the growing needs of the organization and the community we serve.