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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.

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