Donor Services Specialist - United Way Greater Kansas City
Overview:
Mission: To improve lives by mobilizing the caring power of Greater Kansas City
We’re more than fundraisers. We’re hand-raisers and game-changers. We go looking for the tough issues in our community, and with your help, we go solve them. United Way of Greater Kansas City unites donors, volunteers, businesses, nonprofits and community leaders to help change the lives of those in need. We are making Kansas City and the surrounding area better…100 years and counting.
We are a team of adaptive, driven, focused and flexible innovators working to solve and support some of the biggest challenges in our community. Our team culture is collaborative, and our office environment is flexible – with a hybrid virtual and in-office environment. We believe that working hard and playing hard are essential to a job well-done. Come be a part of the pinnacle nonprofit in our community!
Position Summary:
The Donor Services Specialist provides essential support to the Donor Services team by handling routine donor transactions, pledge processing, and assisting with customer inquiries. As a specialist position, this role is focused on executing assigned tasks within established processes, exercising discretion to identify errors, resolve routine issues, and escalating exceptions as needed.
Responsibilities:
The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Payment Processing
- Process payments from the UMB Daily Deposit Log.
- Create daily deposit logs and batches.
- Process payments (and opportunities as indicated) received, ensuring proper allocation to donors and company accounts.
- Identify and escalate payments requiring additional input.
- Prepare and import files for payments when additional data is available (including payroll payment details).
- Reconcile payment batches and identify discrepancies for resolution or escalation.
- Complete reconciliations with various credit card processing platforms.
Support Donor Choice Processing
- Assist with resolving write-in designations by updating donor payment to agencies in CRM when an agency record exists.
- Support donor and agency communications by preparing donor correspondence and following up with agencies to obtain incomplete or missing information.
- Assist with updating agency data from CRM to the accounting system to ensure accurate information prior to payout.
Customer Service & Support
- Respond to donor and internal staff inquiries, escalating complex issues as needed.
- Assist with donor communications related to payments and statements.
Administrative & Data Management
- Monitor and organize the UWGKC Finance inbox.
- Maintain accurate records in the CRM system and financial software.
Qualifications:
- Some college or associate degree preferred.
- 1-2 years of experience in customer service, data entry, or finance-related work.
Skills and Competencies:
- Demonstrates strong attention to detail with a high level of accuracy in data handling.
- Proficient in Microsoft Office with the ability to quickly learn and adapt to financial systems.
- Effectively manages multiple priorities and deadlines in a fast-paced environment.
- Exhibits strong written and verbal communication skills with a customer service–oriented approach.
- Regularly handles sensitive donor financial information and must maintain strict confidentiality.
Core Competencies:
- Catalyst: A change agent who actively convenes partnerships with others who offer diverse backgrounds, experiences and perspectives to drive community transformation and foster mission goals.
- Achievement: Driven to make a difference – actively sets challenging stretch goals – passionately and purposely aims to achieve them; demonstrating adaptability and perseverance.
- Responsive: Can be counted on to do what he or she says will be done. Models a consultative engagement approach in all interactions developing relationships both internally and externally, brings the “right” stakeholders into decisions and actions; and resolves conflicts respectfully.
- Excellence: Invests in continuous learning, generously shares knowledge and strives to do the right thing in all endeavors to positively reflect the UWGKC brand and mission.
- Solutions: Exhibits fierce resolve to understand root issues that impact achievement of results. Collaborates to devise creative, innovative solutions to optimize outcomes for those we serve.
United Way of Greater Kansas City - Equal Opportunity Employer
http://www.unitedwaygkc.org/about/careers
About United Way of Greater Kansas City
United Way of Greater Kansas City serves the six-county metropolitan area of Kansas City, partners with 145 agencies and serves more than 25,000 donors. The organization’s mission is to improve lives by mobilizing the caring power of Greater Kansas City. Its focus is to improve the health, education and financial stability of every person in the community. United Way of Greater Kansas City’s partners include global, national and local businesses, nonprofits, government, civic and faith-based organizations, along with educators, labor leaders, health providers, senior citizens, students and more. For more information, please visit www.UnitedWayGKC.org
Click to Apply: Donor Services Specialist
Job Type: Full Time
United Way Greater Kansas City
