SUMMARY: This role embraces the Travis Credit Union Community Financial Wellness Fund’s (“TCU Foundation) mission whole-heartedly and expresses that commitment through persuasive, tactful communication and by adopting strategies and policies designed to stimulate financial growth, increase community presence and enhance the Foundation’s public image. Ensures that the Foundation’s fiscal, operational, legal, fundraising, marketing, human resource, technology, and programmatic strategies are effectively implemented across all segments of the Foundation and its parent organization, Travis Credit Union. Cultivates a strong, collaborative and transparent working relationship with the Foundation’s Board of Directors and ensures open communication about the measurement of financial, programmatic, and impact performance against stated milestones and goals.
PROFILE:
- Creates and implements a plan of action for fundraising initiatives and activities to ensure that funds are allocated properly to reflect present needs and future potential. Develops and implements action-oriented policies.
- Manages the assets, resources and finances of the Foundation including operational and marketing budgets. Consistently reports to the Foundation’s Board on the financial status of the Foundation, monitoring the budget and ensuring sound financial controls are in place.
- Speaks, writes and publishes on behalf of the Foundation, as well as initiates and finalizes financial processes, and administers, reviews, and manages all other activities for the Foundation in accordance with the bylaws.
- Serves as the Foundation’s representative and spokesperson to community and strategic partners to educated and inform them concerning the organization’s role, goals, objectives, philosophy and accomplishments.
- Administers financial accounting and other systems necessary to carry out the affairs of the Foundation.
- Develops/maintains appropriate relationships, and communicates effectively with individual and corporate donors, key constituencies and the community at large to achieve annual fundraising goals.
- Maintains a branding standard in collaboration with Marketing, via the web site and various other communication channels, to promote the Foundation’s initiatives, programs and funding campaigns to increase the visibility and effectiveness of the TCU Foundation.
- Ensures compliance with local, state, and federal laws, including the filing of all tax and other forms necessary to maintain the Foundation in good standing and preserve its tax status as a charitable organization under state and federal law. Responsible for custody of all Foundation records.
Required Skills
- Excellent communication and public speaking skills.
- Working knowledge of all areas of the credit union and credit union industry; ability to develop a clear understanding of the credit union’s key functional processes and resources.
- Excellent coalition building skills with an ability to communicate and work effectively with a variety of internal and external stakeholders; a persuasive negotiator able to achieve consensus amongst differing opinions.
- Keen analytic, organization and problem solving skills, which support and enable sound decision making.
- Excellent PC skills including Microsoft Word, Excel, and Outlook.
- Working knowledge of QuickBooks.
- Ability to set clear priorities and to manage time and multiple projects with proficiency.
- Effective professional verbal and written communications skills.
- Ability to successfully tailor communications according to the audience.
- Ability to prepare and effectively facilitate presentations.
Understands the requirements of the Bank Secrecy Act and ensures compliance through monitoring and reporting of member activity as appropriate.
Required Experience
- Reports directly to AVP, Corporate Relations.
- This position has no supervisory responsibilities.
- BA/BS in business, management, education, non-profit or related field and a minimum of 5 years of related professional experience; or a Master’s degree and 3 years related experience; or equivalent work experience.
- CFRE certification required, or obtained within the first 12 months of employment.
- Knowledge of federal rules related to 501(c)(3) organizations. A proven track record of fundraising success to include significant fundraising, marketing / branding and fiscal management experience
- Bilingual English/Spanish preferred.