Marketing Program Coordinator- Portland Branch

PFCU•Portland, MI

3h•Remote

About The Position

To assist the credit union in achieving its mission statement: “PFCU WILL DELIVER FINANCIAL WELL-BEING WITH VALUE, CONVENIENCE AND EXCEPTIONAL SERVICE,” the Marketing Program Coordinator will support both the foundation’s administrative operations and its outreach initiatives, including financial education programs and fundraising events. Support, model & adhere to PFCU’s Service Standards as outlined in My MARC.

Requirements

High school graduate or equivalent
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, employees, clients, members, and the general public.
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Must have the capability to deal with problems involving concrete variables in standardized and non-standardized situations.
Strong administrative and organizational skills
Excellent knowledge of the credit union’s core system.
Public speaking skills
Presentation facilitation
Ability to work independently and manage multiple tasks effectively
Excellent working knowledge of the forms and documentation used by the credit union.
Strong knowledge of credit union products and services.
Excellent understanding of the Credit Union departments and procedures.
Punctual, self-motivated, confident and accurate.
Excellent communication and interpersonal skills both written and verbal.
Able to stay calm under pressure.
Professional attitude; supportive management.
Neat and professional in appearance and dress.
Ability to create good word of mouth; proven ability to effectively refer products and services. Excellent math skills.
Ability to operate related computer applications, including Microsoft Office Suite programs, and other business equipment including computer, telephone, and other related office equipment.
Good typing skills.

Nice To Haves

Experience in event planning and/or program coordination, ideally supporting community outreach and/or financial literacy initiatives, preferred
Grant writing and fundraising solicitation experience preferred

Responsibilities

Maintain and update the donor database with accurate contact details, giving history, communication preferences, and engagement notes for the PFCU Foundation.
Support donor management and solicitations by preparing outreach lists, drafting and assembling solicitation materials, tracking contributions and pledges, and preparing thank-you letters and tax acknowledgment receipts.
Assist with grant writing by researching prospective funders, maintaining a grant opportunity calendar, gathering required attachments, and coordinating internal inputs and approvals.
Support donor prospecting by identifying potential individual and business supporters, preparing brief prospect profiles, and coordinating introductions and follow-up tasks.
Develop and execute a comprehensive annual membership giving campaign.
Manage email communications, schedule meetings, and prepare agendas/minutes for PFCU Foundation meetings.
Maintain and update the Foundation’s website and Foundation-specific social media channels, including posting timely updates and ensuring information is accurate and current.
Help maintain financial records by uploading receipts and invoices in a timely manner. Assist in maintaining simple event budgets.
Be willing and prepared to speak about the Foundation to community groups and organizations.
Support planning and execution of community events, workshops, and fundraising activities
Coordinate logistics such as venue booking, vendor communication, supplies, and registration
Assist in the promotion of events through email, flyers, and social media
Attend events and provide on-site administrative assistance when needed for marketing and Foundation events.
Support the creation, updating, distribution and facilitation of age-appropriate financial literacy curriculum and classroom resources.
Conduct outreach to recruit new school partners; coordinate program onboarding, confirm learning objectives, and communicate session expectations, schedules, and materials.
Assist with production of the “Money Talk” podcast by supporting episode planning, guest outreach and scheduling, editing and tracking publishing timelines.
Provide backup co-host support for the “Money Talk” podcast as needed, including helping draft episode talking points, supporting interview questions and transitions.
Seek training opportunities to develop or enhance through training, conferences, reading etc. Willingly participate in and attend educational functions and meetings as requested by management.
Perform all other duties as assigned.
Follows regulatory and policy compliance requirements which would include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC), Red Flag and Anti-Money Laundering (AML) Regulations, and other compliance related policies.
This position requires maintaining confidentiality with regard to non-public information about our members, employees and the Credit Union. We must protect the confidentiality of member information. Financial transactions are confidential and private. With account access, employees are to handle member information responsibly and confidentially.
To ensure the safety and security of all employees, employees must follow all security policies and procedures at all times. Security is the responsibility of all employees.