Customer Services & Banking Associate, Gift Processing

Main Work Location: Redwood City

Schedule: Hybrid

Budgeted Salary Range: The expected pay range for this position is $73,485 to $85,000 per year.

This opportunity is a fixed-term position for two (2) years.

To Apply: Please submit a cover letter and résumé along with your online application.

This position is located within the Office of Development. This position supports and ensures the timely processing of gifts to the University, maintains the integrity of all relevant gift-processing data and institutional documentation associated with gift operations, and handles tasks including adding new records and updating databases, processing gifts and pledges, conducting basic research, and reporting on and reconciling data issues.

Position Summary: Independently process complex and high-profile gifts and/or a high volume of biographical information. Support institutional offices with reporting, ensure compliance with regulations, and recommend improvements to systems and workflows.

Core Duties:

Data Processing & Gift Management

• Independently process complex and high-profile gifts

• Manage and process high volume of biographical data, including analyzing and monitoring entries for accuracy and completeness to maintain data integrity and hygiene.

• Review all daily gift receipts, acknowledgements and tribute letters that are sent to donors.

• Coordinate with development officers on large or complex gifts.

• Utilize multiple gift processing systems for high-profile activities.

• Determine gift allocation and reach out to officers for confirmation.

• Process credit card transactions and follow up on failed transactions.

Systems & Process Improvement

• Develop and maintain expertise in database systems and assist with new data features/patterns.

• Analyze database information and identify process improvements.

• Recommend new processes and systems for testing.

• Document SOPs

Compliance & Audit

• Ensure compliance through systematic internal database audits.

• Coordinate resolution of multi-area compliance issues.

• Test and recommend workflow improvements within parameters.

Staff Development & Leadership

• Train junior staff on systems and processes

• Provide business support to development officers and finance.

• Propose new processes, improvements, and systems to improve data collection and inconsistencies.

External Relations & Communication

• Provide customer and business support to development officers and finance.

• Coordinate with development officers on complex gifts and/or data projects

Minimum Education and Experience

Bachelor’s and 3 years of relevant experience OR equivalent combination

Knowledge, Skills and Abilities:

• Technical: Intermediate gift systems expertise; troubleshoots multi-system issues; working knowledge of IRS regulations. Advanced ability in MS Office Suite and applications

• Communication: Advanced correspondence and documentation; confident presentations; trusted partner to development officers

• Problem-Solving: Investigates complex problems and recommends solutions; independent and sound judgment on transactions. Conduct research and ability to interpret information.

• Management: Small project leadership; emerging leader; peer mentoring and training

• Specialized: Intermediate financial skills; risk identification and control implementation; solid development operations foundation