Transactions Specialist
About the position As a Transactions Specialist, you will play a crucial role in assisting with donor and non-profit conversations and managing the receipt and processing of financial transactions within our recordkeeping system. This position requires collaboration with donors, charities, and staff to fulfill donor requests effectively. You will be trained across various operational disciplines, adapting to workload demands. Responsibilities • Complete routine data entry for financial transactions, including contributions, grants, and exchanges. • Maintain an understanding of VC and IRS-approved charitable donation policies and practices. • Apply general knowledge of assigned transactions upon successful completion of training. • Support and sort inbound and outbound mail procedures. • Assist in transactional processes related to grant delivery, either via check or electronically. • Respond to inbound calls and emails from clients and charities. • Achieve and maintain a high level of accuracy with functional skills and desktop applications. • Demonstrate proficiency in VC's policies and guidelines. • Provide exceptional professionalism and customer service. • Offer backup and support to team members as needed. • Support continuous improvement by providing feedback. • Exercise the highest level of confidentiality and discretion with client and account information. • Perform other duties as assigned. Requirements • Bachelor's degree in business, economics, or finance obtained since 2023. • Experience in customer-facing roles, such as hospitality, banking, collections, financial planning, loan processing, or B2B. Nice-to-haves • Proficiency in accounting and customer support. • Experience with client service and Excel. • Understanding of business planning and customer service. Benefits • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)