Nonprofit Relationship Officer I/II

About the Role

OnPoint is the largest community-owned credit union in Oregon, inspired by the credit union philosophy of “people helping people.” We’re growing and seeking a Nonprofit Relationship Officer to support our 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 to align organizational needs with deposit, cash management, and payment solutions.

Responsibilities

• 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 the 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 to ensure a smooth transition and 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.

Requirements

• 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.

Skills

• 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.
• 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.

Benefits

• Generous vacation package.
• Incentives and competitive hourly pay.
• 100% paid employee medical, dental, and vision premiums.
• Tri-Met / parking passes.
• 401k matching.
• Tuition reimbursement.