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Social, Economic and Environmental Impact Associate job in Oakland

Beneficial State Bank jobs
Oakland, California (CA)
Company Name:
Beneficial State Bank
Company Type:
Certified B Corporation
Nonprofit Charitable Organizations
Impact Area:
Economic Development
Job Type:
Project/Program Management

United States
State / Province:
California (CA)
Zip / Postal Code:


Social, Economic and Environmental Impact Associate


Classification:                   Regular, Full-Time, Exempt-level position

Location:                           Oakland, CA

Compensation:                 Competitive salary, depends on experience and education

Benefits:                            Medical, Dental, & Vision, 401(k), Paid Time Off, Volunteer hours, Donation match

If you believe that banks have the ability and responsibility to create meaningful positive social and environmental impact and want to show how, then this might be the position for you!

About Beneficial State Bank and Foundation

Headquartered in Oakland, Beneficial State Foundation is a 501(c)(3) nonprofit that aspires to build and advance a beneficial banking model that transforms the banking industry.  In partnership with our communities and allies, we accelerate the transformation by attracting human, financial, intellectual and capital resources to the “beneficial banking” movement. 

Our vision is of a banking industry that is fair to the person with the least bargaining power; provides access to financial services for all our communities, particularly the traditionally underserved; results in the long-term prosperity of responsible consumers; promotes financial system stability; and contributes to the sustainability of the environmental commons. We call this vision Beneficial Banking.

The Foundation owns the economic interests of Beneficial State Bank, an FDIC-insured Community Development Financial Institution (CDFI)[1] founded with a triple bottom-line focus on social justice, environmental resilience and economic sustainability.  The Bank is a state chartered, federally regulated, for profit banking organization that offers fair and transparent banking services. Beneficial State Bank has been a certified B Corporation[2] since 2013, and has been honored as “Best for the World,” a designation reserved for the top 10% of all B Corps based on environmental, community and worker impact.

For additional information on the bank and our impact, please visit and

Social, Economic and Environmental Impact Associate: Position Overview

Beneficial State Foundation seeks a mission-driven, analytical and detailed-oriented individual to play a key supportive role in a small but mighty social and environmental impact team at Beneficial State Foundation.  This team collectively ensures that Beneficial is effectively evaluating the social and environmental outcomes of its services and activities to fulfill its mission goals, and is using key findings to increase the impact of its efforts. This position reports to and works closely with the Chief Impact Officer of the foundation to continually evolve, measure and help manage the impact of Beneficial State Bank and to develop and recommend social impact metrics for the banking industry at large. This associate position also works in collaboration with the Social and Environmental Impact Analyst.

The ideal candidate will enjoy working with data from a variety of sources to answer questions, solve problems and report on the impact of financial products and services. S/he will also enjoy research, writing and editing. S/he will be a very disciplined project manager, collaborative, and curious, and will enjoy being part of a dynamic team of very intelligent and hardworking people that are passionate about social change.

Primary Job Duties and Responsibilities

  • Help develop and continually improve social and environmental impact goals and metrics

  • Help develop and implement methods (software tools, processes, team training) to ensure consistent, high-quality data collection, management, analysis and reporting.

  • Work with various teams to integrate impact reporting with other reporting efforts.

  • Conduct research of local demographics, community needs and other relevant data to support social and environmental impact

  • Collect, process and analyze a variety of quantitative and qualitative data from internal Bank databases.

  • Conduct regular analysis of impact and share findings with department teams to inform strategy and identify opportunities.

    • Review loans, products and services for social and environmental impact

    • Create impact reports and presentations

    • Lead or assist with annual impact report and other reporting documents

    • Lead or help update impact website each month, and revamp occasionally

    • Facilitate impact conversations among staff, executive leadership and board

    • Present impact data to executive staff, executive leadership and board

    • Develop memoranda and reports summarizing key findings and recommendations

  • Responsible for following trends, research and new developments in the areas of impact investing and social finance to ensure that data collection and reporting efforts conform to industry best practices.

  • Participate in conferences, committees and other key conversations to continually develop, lead, and share social and environmental impact practices and models locally and globally 

  • Learn and use basic computer programming / code to write and create reports from bank data

  • Document procedures as needed to facilitate long-term knowledge transfer.

  • Actively participate on Beneficial State Green Team to execute internal sustainability initiatives

  • Provide day-of-event assistance with Beneficial State’s annual Oakland signature event, the Oakland Indie Awards

  • Manage social and environmental impact fellows, as needed

Qualifications, Skills, and Characteristics

Enjoy and excel at

  • Thinking analytically, digging into data, learning and problem solving

  • Importing, exporting, converting data in various formats

  • Data cleaning and simple analysis in Excel

  • Presenting data through charts, graphs, tables

  • Writing and editing

  • Project management

  • Learning new things, including financial concepts and software programs

  • Research

Possess the following qualities

  • Passion for social justice and a desire to create a new economic system designed to benefit all people and the planet

  • Very organized and pay great attention to detail

  • Self-starter, self-motivated – driven by checking things off your list

  • Enjoy variety and fast-paced environments; embrace change and ambiguity

  • Flexible and happy to jump in and help on projects as needed

  • Comfortable with a balance of responsibilities that consistently includes both new analytical projects and routine necessary monthly tasks

  • Works independently with little supervision, asks questions when instructions aren’t clear

  • Tact, diplomacy, good judgment, discretion and ability to make decisions with confidential and personal information

  • Humble and focused more on team success than taking credit

  • Easygoing and easy to laugh; serious about doing good work, but don’t take yourself too seriously


Beneficial State Foundation provides equal employment opportunities to all employees and applicants in all company facilities without regard to race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental and/or intellectual disability, age, military status or status as a Vietnam-era or special disabled veteran, marital status, registered domestic partner or civil union status, gender (including sex stereotyping and gender identity or expression), medical condition (including, but not limited to, cancer related or HIV/AIDS related), genetic information, or sexual orientation in accordance with applicable federal, state and local laws.

If there is anything we can do to accommodate you to participate fully in the recruitment or interview process, please let us know.



[1] “CDFI” is a US Treasury Designation certifying that the bank has a primary mission of community development and provides credit and financial services to underserved markets and populations.


[2] B Corporations must create a material positive impact on society, and consider how their decisions affect their employees, community, and the environment.  More information at




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