Member Solutions Advisor delivering tailored financial solutions to members at Tru Cooperative Bank. Handling inquiries through various communication channels in a dynamic contact center environment.
About the role
- Mid-Level Donor Advisor responsible for donor cultivation and stewardship in Canada. Manage donor relationships and develop annual engagement plans while working with the Constituency Relations team.
Responsibilities
- Manage and steward a designated portfolio of donors
- Develop and implement individualized annual donor engagement plans
- Partner with the Planned Giving Manager to identify and refer donors
- Effectively use CRM systems to document engagement and support reporting needs
Requirements
- Bachelor’s degree in sales, marketing, communications, or a related field
- Minimum of 3 years of relevant experience in fundraising or a related field
- Experience working with CRM systems (Salesforce or similar)
- Fluency in English with strong written and verbal communication skills
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
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