We’re in the financial services industry, but we’re not a bank. We’re in the “people” business. Inspired by the credit union philosophy of “people helping people,” we’ve developed a strong and growing tradition of investing in our employees, our members, and our community. OnPoint is the largest community owned credit union in Oregon – and we’re growing! Our growth provides great opportunities for you to reach your personal and professional goals. We value enthusiasm, commitment to outstanding performance, and providing opportunities to truly make a difference. If you are looking to join a team of dedicated, collaborative, and passionate individuals, OnPoint is looking for our next Nonprofit Relationship Officer. We invite you to explore and grow your career with us! JOB SUMMARY: The Nonprofit Relationship Officer supports the credit union’s mission by developing and managing relationships with nonprofit organizations, community partners, and mission-driven members. This role blends relationship management, business development, and treasury management consultative support, serving as a trusted partner who identifies organizational needs and aligns them with deposit, cash management, and payment solutions. Working closely with internal partners and nonprofit stakeholders, this position manages a portfolio of relationships, deepens member engagement, leads treasury management conversations, supports implementation of services, and contributes to the growth, retention, and overall financial wellness of nonprofit members. ESSENTIAL FUNCTIONS:

Develop, manage, and deepen relationships with nonprofit organizations, community-based partners, and mission-driven members through community involvement, networking, education, consultative service, and ongoing portfolio management. Serve as a primary relationship contact for assigned nonprofit members, providing responsive support and identifying opportunities to expand deposit and treasury management services. Provide tailored deposit, treasury management, and related financial solutions to prospective nonprofit members based on their banking needs. Manage and grow a portfolio of nonprofit relationships, with accountability for retention, relationship expansion, and service quality. Lead business development activities by researching prospective nonprofit members, building outreach strategies, conducting discovery conversations, and maintaining accurate relationship activity tracking. Coordinate onboarding and implementation for new nonprofit relationships and treasury management services with the Business Deposit Services team, helping to ensure a smooth transition, strong adoption, and a positive member experience. Partner with Treasury Management, Commercial Lending, Small Business, Retail, Operations, and Community Impact teams to deliver coordinated solutions and high-quality relationship support. Represent the credit union in civic and community functions to strengthen partnerships, generate new opportunities, and reinforce organizational values within the nonprofit sector. Build trusted partnerships with nonprofit networks, community organizations, and mission-aligned institutions to support outreach, education, and relationship growth. Provide internal partners with insights on nonprofit member needs, treasury management trends, and relationship opportunities to support ongoing service and product development. Support special projects, strategic initiatives, and other duties as assigned.

KNOWLEDGE, SKILLS & COMPETENCIES:

Working knowledge of relationship banking, treasury management services, nonprofit organizations, and consultative business development. Ability to identify member needs and align treasury management, deposit, and related banking solutions to organizational goals and operating requirements. Demonstrated ability to build credibility and maintain effective working relationships with members, community partners, and cross-functional internal stakeholders. Strong verbal, written, presentation, and interpersonal communication skills, with the ability to conduct discovery conversations and present recommendations clearly. Strong organizational and project coordination skills with attention to detail and the ability to manage multiple priorities, implementations, and follow-up commitments. Knowledge of cash management concepts, payment processes, account analysis, and operational practices relevant to nonprofit and business banking relationships. Demonstrated initiative, sound judgment, and the ability to work with increasing independence in a relationship-based role. Proficiency with Microsoft Office and experience using CRM, relationship management, or treasury management support systems.

MIN QUALIFICATIONS:

Bachelor’s degree in business, communications, nonprofit management, public administration, finance, or a related field, or equivalent combination of education and experience. 5 years of experience in relationship management, nonprofit banking, treasury management, business development, financial services, community engagement, or a related field. Experience managing client or member relationships, supporting business development goals, and/or coordinating implementation or servicing of deposit and treasury-related solutions.

PREFERRED QUALIFICATIONS:

3+ years of experience working directly with nonprofit organizations, associations, schools, foundations, or community-based institutions. Experience in a credit union, bank, CDFI, or other mission-driven financial institution serving nonprofit or commercial clients. Familiarity with nonprofit operations, fundraising environments, community development priorities, and the treasury management needs of mission-based organizations.

OnPoint employees are rewarded, acknowledged and appreciated! We take care of our Members, and OnPoint takes care of us by offering employees a generous vacation package, incentives, competitive hourly pay, 100% - paid employee medical, dental and vision premiums, Tri-Met / parking passes, 401k matching, tuition reimbursement and more! At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background. We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodation(s) during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.

OnPoint Credit Union

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Nonprofit Relationship Officer I/II