Specialist: Corporate Social Investment (CSI)

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Who We Are

We are a bank, but we’re much more than that. We believe that banking is about enabling people to control their financial lives through banking that is simplified, accessible, affordable, and delivered through a personal experience. By helping our clients manage their financial lives better, we enable them to live better. 

Why choose Us

At Capitec, we offer our best by living up to our CEO values in every situation – we always put the Client first, act with Energy and take Ownership. And to support people in being their best, our Employee Value Proposition offers every value to all team members through cohesive teams, growth opportunities as well as employee benefits and savings. We make it a priority to ensure that each member of the Capitec team feels welcome, valued, focused, and has the opportunity to grow. 

About the role

The CSI Specialist will enhance the strategic and operational efficiency of the Corporate Social Investment (CSI) department by driving integrated planning, project management, data-driven reporting, and impactful communication. This individual will orchestrate all deliverables across diverse streams, ensuring alignment with departmental goals and measurable impact.

Key Performance areas:

Lead contribution and responsibilities

• CSI Project and Stakeholder Management
• Design Project plans for the successful implementation of, CSI programs and projects
• Responsible for the implementation of project plans by coordinating teams nationally
• Continuous improvement of programs through evaluation and review Ensure that internal and external communication to relevant stakeholders is implemented
• Conduct regular site visits to beneficiaries Monitor, evaluate and provide feedback on CSI Stakeholder programs and projects
• Develop and implement integrated project management frameworks to streamline CSI initiatives
• Ensure timely execution of programmes and maintain alignment with strategic objectives
• Coordinate efforts across internal teams, volunteers, and strategic partners for seamless delivery of initiatives.

Function/role specific:

• Design and maintain data management systems to track key performance indicators and outcomes.
• Analyse data to generate actionable insights for reporting and continuous improvement. Produce detailed, high-quality reports for internal and external stakeholders, highlighting the impact and achievements of CSI programmes.
• Prepare and submit monthly, quarterly, annual and ad-hoc stakeholder feedback reports as required to ensure accurate reporting and monitoring of projects.
• Develop, maintain, and continuously improve a real-time dashboard that reflects all CSI initiatives.
• Produce detailed, high-quality reports for internal and external stakeholders, highlighting the impact and achievements of CSI and Community Financial Education programs
• Ensure the dashboard is userfriendly and accessible to relevant stakeholders

Our ideal candidate has:

Min:

• Minimum 5 years’ experience in project management in CSI or community development 
• At least 5 years’ experience related to the management of delivery workflow (experience in the coordination of resources, project and tasks in a CSI or community development environment)
• Experience in project implementation, monitoring and evaluation
• Proven experience in data management and reporting

Ideal:

• Experience in CSI project and partner due diligence including governance, interpretation of financial statements, risk identification and mitigation
• Experience in maintaining a central CSI knowledge and volunteer engagement hub/platform using technology, e.g. Sharepoint
• Understanding of the Amended Financial Services Sector Code in terms of section 9 (1) of the Broad - Based Black Economic Empowerment Act, (Act no. 53 of 2003) as amended by the B-BBEE Act 46 of 2013

Qualifications

Min:

• A relevant degree in Bachelor's Degree in Social Science or Project Management

Ideal:

• Agile delivery and Project management principles and processes
• Tools (Jira, Confluence, Write,  etc.)

Conditions of Employment

• Clear criminal and credit record