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Development & Fundraising Specialist

Travis Credit Union Vacaville, CA
  • Posted: over a month ago
  • Full-Time
  • Benefits: Vision, Medical, Life Insurance, 401k, Dental

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.

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.

Reporting and 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.

Travis Credit Union

Why Work Here?

Awesome CEO, great benefits and mission driven!

Why TCU? Headquartered in Vacaville, California, Travis Credit Union is a not-for-profit, cooperative financial institution serving those who live or work in Solano, Yolo, Sacramento, Placer, San Joaquin, Stanislaus, Napa, Contra Costa, Alameda, Sonoma, Colusa, and Merced Counties. Currently, Travis Credit Union is the 13th largest credit union in California, with more than 206,000 members and over 3 billion in assets. TCU members can access their accounts at 25 convenient branch locations, at 35,000 free CO-OP Network® ATMs, through secure, easy-to-use Online Banking, our mobile app for Apple® iPhone® or by telephone using our Call-24 Phone Banking. As one of the leading financial institutions in Solano, Contra Costa, Yolo, Napa, and Merced Counties, Travis Credit Union's strength lies in its faithful commitment to its members; its solid, secure history; and its long-standing track record of dedicated service. BENEFITS We offer medical, dental, vision, life insurance, FSA, vacation/sick/holiday pay, matching 401(k) with 100% vested immediately, educational assistance and annual bonus for all regular full-time employees. Plus a few fun perks like our gym, ping pong table, and a rest and relaxation room that are available at Corporate Headquarters. Why else? We are an EMPLOYER OF CHOICE! We have AWESOME employees! We believe in promoting from within whenever possible and developing our staff. We are passionate about helping people and believe in our mission, "We are dedicated to building lifelong relationships with our members to help them achieve their financial goals." It's quite simple. Travis Credit Union is a great place to work! To view a more detailed job description, learn more about TCU and apply, visit: www.traviscu.org/careers/ We are an EMPLOYER OF CHOICE in the Communities we serve. TCU is a drug-free workplace. Pre-employment screening is required. Visit www.traviscu.org for a full list of our current openings EOE/Individual with Disability/Veteran Status

Address

1 Travis Way Vacaville, CA 95687
Vacaville, CA
USA

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