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Director Major or Capital Gifts

Plans, organizes, directs, and coordinates ongoing and special project funding programs for museum, zoo, public broadcasting station, or similar institution: prepares statement of planned activities and enlists support from members of institution staff and volunteer organizations. Develops public relations materials to enhance institution image and promote fund raising program. Identifies potential contributors to special project funds and supporters of institution ongoing operations through examination of past records, individual and corporate contracts, and knowledge of community. Plans and coordinates fund drives for special projects. Assigns responsibilities for personal solicitation to members of staff, volunteer organizations, and governing body according to special interests or capabilities. Organizes direct mail campaign to reach other potential contributors. Plans and coordinates benefit events, such as banquets, balls, or auctions. Organizes solicitation drives for pledges of ongoing support from individuals, corporations, and foundations. Informs potential contributors of special needs of institution, and encourages individuals, corporations, and foundations to establish or contribute to special funds through endowments, trusts, donations of gifts-in-kind, or bequests, conferring with attorneys to establish methods of transferring funds to benefit both donors and institution. Researches public and private grant agencies and foundations to identify other sources of funding for research, community service, or other projects.

Major Gift Director

Banking Assistant Branch Manager (Major Branch)

Directs and coordinates activities of workers engaged in providing financial services to customers, and assists in cash management activities. Examines documents prepared by subordinates, such as savings bond applications and safe deposit vault entry and exit records, to ensure compliance with establishment policies and procedures. Monitors branch office operations to ensure that security procedures are being followed. The Assistant Branch Manager (Major Branch) is distinguished from the Assistant Branch Manager (Minor Branch) as the position requires more experience, supervises a larger staff and is in a larger volume branch bank. Reports to Branch Manager and manages office in absence of Branch Manager.: Trains new employees, prepares work schedules, and monitors work performance. Evaluates establishment procedures and recommends changes. Talks to customers to resolve account-related problems and to ensure positive public relations. Explains services to potential personal and business account customers to generate additional business for establishment. Assists workers to balance daily transactions. May remove, count, and record cash from automated teller machine. May examine, evaluate, and process loan applications. May prepare and maintain computerized records of financial transactions.

Banking Branch Manager (Major Branch)

Manages branch of financial institution, such as commercial bank, credit union, finance company, mortgage company, savings bank, or trust company. Directs and coordinates activities to implement institution policies, procedures, and practices concerning granting or extending lines of credit, commercial loans, real estate loans, and consumer credit loans. Directs, through subordinate supervisors, activities of workers engaged in implementing establishment services and performing such functions as collecting delinquent accounts, authorizing loans, or opening savings account. The Branch Manager (Major Branch) is distinguished from the Branch Manager (Minor Branch) as the position requires more experience, supervises a larger staff, and is a larger volume branch bank.: Establishes procedures for custody and control of assets, records, loan collateral, and securities to ensure safekeeping. Contacts customers and business, community, and civic organizations to promote goodwill and generate new business. May prepare financial and regulatory reports required by law, regulations, and Board of Directors. May examine, evaluate, and process loan applications. May recommend securities to board or corporate officers for institution investment. May talk to customers to resolve account problems. May interview and hire workers. May evaluate data pertaining to costs to plan budget. May plan and develop methods and procedures for carrying out activities of establishment.

Assistant Manager Banking Branch (Major Branch)

Branch Manager Banking (Major Branch)

Account Manager Client Services

Manages and motivates a staff to help deliver outstanding service and strong account management to a broad customer base. Manages the service or sale of certain accounts, with duties entailing estimating and analyzing records of present and past operations, trends and costs, estimated and realized revenue, administrative commitments, and obligations incurred. Provides thorough and professional services that enable the organization to meet the customer's expectations. Organizes, coordinates, and maintains the internal activities of team. : Finds and contacts potential new customers. Keeps in contact with customers, answers their questions, and deals with complaints. Establishes a strong customer service culture, helping to create the reputation of the business as a trusted advisor to customers. Possesses excellent communication and team leadership skills, and outstanding organizational skills. Uses innovation and forward thinking to build strong internal and external relationships. Understands and improves processes to deliver on customer expectations. Predicts future market trends and develops new sales ideas. Interprets accounts and records to management. May be responsible for sales budget. May attend trade shows and conferences.

Account Manager Sales

Manages the service or sale of certain accounts, with duties entailing estimating and analyzing records of present and past operations, trends and costs, estimated and realized revenue, administrative commitments, and obligations incurred. Typically reports to a director and may have supervisors reporting to this position.: Finds and contacts potential new customers. Keeps in contact with clients, answers their questions, and deals with complaints. Predicts future market trends and develops new sales ideas. Interprets accounts and records to management. May be responsible for sales budget. May attend trade shows and conferences.

Manager Banking Branch (Major Branch)

Account Services Director

Oversees, leads, directs, and manages the account services group. Facilitates new business growth with existing clients to generate additional revenue. Manages relationships, generates revenue within client base, and provides client support at the organizational level. Partners with the account management staff in the development of strategic solutions and business development. Manages on-boarding of new business into account services team.: Coordinates with the account management staff on customer-specific items. Assumes responsibility for client retention and satisfaction. Leads in developing business from select prospects, in coordination with top management goals and objectives. Supports top management with client presentations, and collaborates with marketing on various conferences and/or presentations. Coordinates customer visits and other day-to-day activities with the account management staff. Schedules and participates in annual client reviews. Coordinates reporting needs from each group and works to deliver standard reporting instruments. Schedules and manages various in-market activities and events. Drives service and reporting standards within group for assigned accounts. Controls costs with focus on improving yield through collaboration with other internal operating teams. Assures smooth billing/invoicing process and account receivable collection. Conducts orientation sessions on-site, or via web technology for specific clients. Keeps abreast of emerging technology changes and innovations through formal or informal study, reading business and professional publications, networking, and participation in professional organizations. Utilizes superior communications skills to motivate staff and develop effective working relationships with peers, executives, and clients. Oversees and manages the professional development and productivity of staff members to ensure proper goals, training, professional development, and project requirements are met. Addresses employee performance problems in accordance with personnel policies of the organization. Coaches, trains, and mentors direct reports, and provides career development opportunities though active recruitment, training, and quality management activities. Conducts annual performance reviews for all staff within department.

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