Description

Summary

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.

Essential Functions, Duties, & Responsibilities

Administrative Support:

• Maintain and update donor database with accurate contact information for the PFCU Foundation.
• Assist with donor management, preparing solicitation materials, tracking contributions, and preparing thank-you letters and tax acknowledgment receipts.
• Manage email communications, schedule meetings, and prepare agendas/minutes for PFCU Foundation meetings.
• Assist in maintaining simple event budgets.

Event Planning & Coordination:

• 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.

Financial Literacy Programming:

• Assist in coordinating financial education workshops in partnership with area schools.
• Support the creation and distribution of financial literacy curriculum
• Track participant engagement and gather feedback for continuous improvement

Other:

• 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.

Regulatory Compliance

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.

Confidentiality

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.

Security

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.

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education Requirements High school graduate or equivalent

Work Experience Event planning or program coordination preferred

Background in financial literacy or community outreach preferred

Language Skills

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.

Mathematical Skills

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.

Reasoning Ability

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.

Other Skills & Abilities

• Strong administrative and organizational skills
• Excellent knowledge of the credit union’s core system.
• 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.
• Exce