Nonprofit Relationship Officer
3 days ago
Overview
This position supports the credit union's mission through effective sales and service, targeted business development efforts and community involvement. The Relationship Banking Officer is responsible for developing and managing nonprofit and business relationships in accordance with OnPoint Community Credit Union's core values and prescribed sales process. Primary focus is establishing and maintaining nonprofit member growth and deposit production, while supporting the community and growing partnerships.
Responsibilities
Business Development:
Expand nonprofit and commercial membership through community involvement, education and networking.Maintain and grow COI relationships to identify new market opportunities Increase and deepen nonprofit partnerships, assist in product expansion and offeringsContribute to nonprofit deposit and loan growth at OnPoint Community Service: Serve on the board of key nonprofit organizations that closely align with OnPoint's service to community strategyIdentify opportunities to connect credit union associates for board positionsWork closely with CDFI partners to support community through education and trainingRepresent OnPoint in various civic and community functions to further enhance the credit union's image and development of additional business Partnerships: Maintain a productive working relationship with Commercial, Small Business, Retail colleagues, and other credit union divisions, bringing sales partners into member relationships as needed to manage the total financial services for our members and prospects. Project Management: Support DEI and Compliance initiatives as neededCollaborate to develop and maintain policies that foster credit union safety and soundness while providing operational efficienciesSupport external regulatory and government affairs as neededPlay a key role in building and implementing new products Knowledge, Skills & Competencies: Excellent communication, presentation, interpersonal, and coaching skillsAbility to work independently and lead cross-functional teams in a fast-paced environmentDemonstrated analytical and problem-solving skillsProficiency in financial modeling and analysis toolsQualificationsBachelor's degree in Finance, Accounting, Business Administration, or related fieldMinimum 10 years of experience in treasury or related financial functionProven track record of successful project management experienceStrong understanding of deposit products, market trends, and sales cyclesExperience with treasury and financial technology solutions is preferredOnPoint Community Credit Union is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Apply Now Other details Job Family Commercial Lending Services Job Function Commercial Lending Services Pay Type Salary-
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