Experienced Fundraising Coordinator with a strong background in business banking, adept at managing fundraising campaigns, building donor relationships, and ensuring financial goals are met. Skilled in client relationship management, budget preparation, and strategic planning. Proven ability to leverage banking expertise to enhance fundraising initiatives and drive organizational success.Coordinate and manage all fundraising activities and campaigns, ensuring alignment with organizational goals and objectives.Develop and maintain relationships with donors, sponsors, and key stakeholders, enhancing engagement and support.Prepare and manage budgets for fundraising initiatives, monitoring expenditures to ensure cost-effectiveness.Collaborate with the marketing team to create compelling fundraising materials and communications.Analyze fundraising data and trends to identify opportunities for improvement and growth.Organize and oversee fundraising events, ensuring their success and positive impact on the community.

Demonstrated ability to provide above-and-beyond customer service and increased secondary sales transactions by 25% quarterlyDrove market share growth through acquiring new relationships by prospecting efforts, targeting businesses through online engagements, and calls with annual gross sales up to $3M.Engaged business clients through various communication channels to deliver outstanding client experience enabling the portfolio to grow by 30% quarterlyOversaw a portfolio comprising approximately 250 borrowing and 1500 non-borrowing businesses and 100 corporate customers totaling $20M with net revenues of $5M.

Advised customers of high level financial solutions from a range of available investment and credit banking solutionsEngaged with customers and create positive experiences to retain and deepen relationshipsIncreased customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracyActed as a point of contact for the frontline staff in handling customer problemsWorked closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals.Stayed knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organizationStrived to achieve and improve service level agreements and productivity targetsEnsured documents are prepared consistently with relevant regulations and in a way properly reflecting business intentionsParticipated fully as a team member, helped to build a positive and diverse work environment, willingly assisted and mentored others in the completion of work activities, and address communication issues efficiently

Advised customers of high level financial solutions from a range of available investment and credit banking solutionsEngaged with customers and create positive experiences to retain and deepen relationshipsIncreased customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracyActed as a point of contact for the frontline staff in handling customer problemsWorked closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals.Stayed knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organizationStrived to achieve and improve service level agreements and productivity targetsEnsured documents are prepared consistently with relevant regulations and in a way properly reflecting business intentionsParticipated fully as a team member, helped to build a positive and diverse work environment, willingly assisted and mentored others.Advised customers of high level financial solutions from a range of available investment and credit banking solutions Engaged with customers and created positive experiences to retain and deepen relationships Increased customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy Acted as a point of contact for the frontline staff in handling customer problems Worked closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals.