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

quickinfoThese schools offer particularly quick info upon request, and we have written detailed profiles for each (click school names to see the profiles).

Request info from multiple schools, by clicking the Request Info links.

Matching School Ads

Advance your career with an online degree from California InterContinental University.

  • Programs: MBA - Banking and Finance
  • Degrees: Master

For over 35 years, Keiser University has provided student-centered, quality career education. Keiser University Online offers degree programs online to prepare students for in-demand professions.

  • Programs: Business Administration, BA - Finance, Bachelor of Arts in Business Administration
  • Degrees: Bachelor

Colorado State University-Global Campus

Colorado State University-Global Campus (CSU-Global) recently received state approval to enroll students with little to no prior college experience. To help ensure student success, the university has created a program especially for these students who plan on starting their college experience for the first time with us.

  • Programs: Master - Finance, Master - Professional Accounting, BS - Accounting
  • Degrees: Master, Bachelor

Liberty University provides a world-class education with a solid Christian foundation, equipping men and women with the values, knowledge, and skills essential for success in every aspect of life.

  • Programs: BS in Business - Finance , CERT: Accounting, AA in Accounting, more...
  • Degrees: Bachelor, Certificate, Associate, Master

Baker College is proud to be the largest independent college in Michigan with the most focused approach to education and training available. With one of the highest graduate employment rates in the country, our mission is to help our students find meaningful employment.

  • Programs: Finance - Bachelor, Finance - MBA (Master's), Accounting - Associate, more...
  • Degrees: Bachelor, Master, Associate

Technology changes everything®

You’ve found Ashford University, where school comes to you

  • Programs: BA/Sports and Recreation Management - Finance, BA/Finance, MBA - Finance, more...
  • Degrees: Bachelor, Master

Earn your graduate degree online with Northcentral University.

  • Programs: Financial Management - D.B.A., Financial Management - PhD in Bus. Admin., Advanced Accounting - PhD in Bus. Admin., more...
  • Degrees: Doctorate, Master

Pursue your MBA or MSEd online.

  • Programs: MBA - Finance, MBA - Accounting, MBA - Strategic Management, more...
  • Degrees: Master

Concordia University, Nebraska offers accredited Master of Education and Master of Science degree programs online to help advance your career and become a transformative leader.

  • Programs: MBA - Master of Business Administration - Finance, MBA - Master of Business Administration - Accounting, MBA - Master of Business Administration - Business Intelligence, more...
  • Degrees: Master

Study online with University of Maryland at College Park.

  • Programs: MBA - Finance, MBA - Accounting, MBA - General
  • Degrees: Master
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

SPEAK TO AN ADVISOR 1.844.285.6104