dcsimg

Career Story: Philanthropic Service Officer At A Bank

Philanthropic Service Officer At A Bank

Job Title: Philanthropic Service Officer

Type of Company: I work for a financial institution in Boston.

Education: AS, Business, Fisher Junior College

Previous Experience: I worked at the Massachusetts Teachers Association as a payroll clerk, the Bank of New England as a clerk and later supervisor and then moved to Fleet Bank as a relationship manager.

Job Tasks: I am a philanthropic service officer at a national retail bank, and I provide customer service to college endowment funds, foundations for churches and schools and grant-giving trusts and committees. My department is the bank's chief point of contact with these organizations and we provide them with the sort of retail services that you and I would use a branch for: checking, loans and lines of credit.

A portfolio manager who handles investments for these accounts joins us when we have to meet with clients and fields financial questions: questions on investment strategies and objectives, return on investment and overall investment performance. I take care of more mundane demands: processing checks and disbursements, itemizing gifts, generating account statements and compiling spreadsheets. I also try to bring in new business and I represent the bank at special client events.

Best and Worst Parts of the Job: The best part of the job is meeting the people who've volunteered their time and services to the philanthropies whose accounts we service.

Job Tips: Only you can decide how you feel about a job. It's not a bad move, though, to take an entry level job in an organization to get your foot in the door. Consider participating in classes or courses that are paid for by your company.

Additional Thoughts: If you're the kind of person who takes pleasure in community service and in helping others, you'd enjoy working in philanthropy. There are many other organizations besides banks, though, that offer jobs of this sort.

Popular Schools offering Finance Programs

quickinfoClick the Visit School Site buttons to go directly to a school's website and learn more about the school and programs it has to offer. School website will open in a new tab. .

Click the Request Info buttons to request more information from a representative at the school

Matching School Ads

Earn your graduate degree online with Northcentral University.

  • Programs: Financial Management - PhD in Bus. Admin., Financial Management - D.B.A., Advanced Accounting - PhD in Bus. Admin., more...
  • Degrees: Doctorate, Master
Argosy University
Ontario, Orange, Phoenix, San Diego

Welcome to Argosy University

Argosy University offers doctoral, master's, and bachelor's degree programs to students through its eight colleges:  College of Behavioral Sciences, Graduate School of Business and Management, College of Education,  College of Health Sciences, College of Arts and Sciences, College of Creative Arts and Design, College of Clinical Psychology and Western State College of Law at Argosy University as well as certificate programs in many areas.

  • Programs: Business Administration - Finance (BS) (Online), Business Administration - Accounting (BS) (Online), Business Administration (BS) (Online), more...
  • Degrees: Bachelor, Associate

Congratulations! Your interest in Independence University is an important first step toward changing your life. A career-focused degree is the key to a career with a potentially higher income, better benefits, and more satisfaction.

  • Programs: Business Management & Accounting (AAS), Accounting (BS), Business Administration (BS), more...
  • Degrees: Associate, Bachelor

#1 Best Online College

 

Northern Arizona University understands the need for flexibility in your learning journey.

  • Programs: Small Business Administration - BBA
  • Degrees: Bachelor
San Joaquin Valley College
Bakersfield, Delano, Fresno, Hanford, Lancaster, Madera, Ontario, Temecula, Visalia

San Joaquin Valley College - A Private Junior College.

  • Programs: Certificate - Business Administration (Accounting), Degree - Business Administration (Accounting) , Certificate - Business Administration (Management), more...
  • Degrees: Certificate, Associate

Since 1977, Keiser University has provided quality student-centered, career-focused education.

  • Programs: Master of Business Administration, MBA - Accounting
  • Degrees: Master

Saint Mary's University of Minnesota's Online Master's Programs

At Saint Mary's, we take pride in offering online graduate degrees designed to complement the schedules of working adults like you. Get an affordable, convenient education from a top-ranked university that's grounded in real-world applications.

  • Programs: Master of Science in Accountancy
  • Degrees: Master
National Career College
Panorama City

Choosing a school and a new career path can be a very overwhelming process.

  • Programs: Business Management and Accounting
  • Degrees: Associate

Pursue your education at Ohio Christian University.

  • Programs: Master of Business Administration, Associate of Arts in Business - Agribusiness
  • Degrees: Master, Associate

You can advance your career with a degree from Charter College Online.

  • Programs: Certificate - Business Office Administration
  • Degrees: Certificate
Matching School Ads

Additional Career Stories for Securities, Commodities, And Financial Services Sales Agents

The inside stories from people actually working in the field.
Click a story title to show the story, and click the title again to hide it.

All Types

You are visiting:

Find a school near you

What are Career Stories?

Career Stories are concise, real-world career overviews written by people relating their personal career experiences and wisdom. They provide invaluable insights and mentoring advice to students and career changers.

Most stories include:

  • a typical day or project
  • tips and advice
  • best and worst parts
  • educational background
  • previous experience

Browse hundreds of Career Stories

Back to Top