Job Description & How to Apply Below
Top-tier health and wellness benefits, including comprehensive benefits packages, a yearly health spending account and personal spending account
Enhanced mental health benefits through Sun Life and TELUS Health
Flex-work environment
Company-wide Employee Volunteer program (Blue Wave Program)
Employee and Family Assistance Program
Why First Ontario?
Competitive compensation packages
Top-tier health and wellness benefits, including comprehensive benefits packages, a yearly health spending account and personal spending account
Enhanced mental health benefits through Sun Life and TELUS Health
Flex-work environment
Company-wide Employee Volunteer program (Blue Wave Program)
Employee and Family Assistance Program
Job Overview As the Banking Specialist, Not-for-Profit and Emerging Brands, this role will be First Ontario's dedicated relationship banker for community organizations, charities, social service agencies, foundations, and mission-driven organizations across our markets, including up and coming brands. The Banking Specialist, Not-for
- Profit & Emerging Brands will serve as the primary point of contact for NFP members across all sizes - from grassroots community groups to large institutional charities - and will be instrumental in building the NFP line of business from the ground up.
This role sits within the Marketing, Communications & Community Impact and works in close partnership with the Director of NFP and Emerging Brands (Marketing, Communications & Community Partnerships) and internal teams including Business Banking Group, Wealth Management, Retail Banking, Legal & Compliance.
Role Build the NFP Line of Business Serve as First Ontario's primary relationship banker for NFP organizations and emerging brands of all sizes, across the full spectrum from emerging grassroots groups to large institutional charities and foundations
Provide full-service banking support, including onboarding and relationship management
Champion First Ontario as The Credit Union for Community Banking as the destination for community partners.
Deliver Strategic Partnership Banking Act as a financial thought partner to NFP executive directors, CFOs, treasurers, and board members - providing strategic insight, not just transactional service
Deliver tailored financial advice and solutions that reflect the real complexity of NFP operations: restricted funding structures, endowment portfolios, grant management, operating cash flow, and capital planning
Support NFPs across the full organizational spectrum:
Emerging & small NFPs ( Medium NFPs ($150K-$1.5M): full banking suite, line of credit, fundraising advisory, and network introductions
Large & institutional NFPs ($1.5M): property lending, endowment management, capital planning, and strategic advisory
Help champion financial literacy programming and workshops for NFP boards and leadership teams
Manage Relationships and Drive Results Maintain and grow a portfolio of NFP and emerging brand member relationships, serving as a trusted single point of contact across all banking needs
Cross-sell and integrate First Ontario's full product suite - including deposit products, lending, cash management, wealth management, and retail banking - ensuring members are comprehensively served
Collaborate closely with the Director of NFP and Emerging Brands and Marketing & Communications team to develop campaigns, storytelling initiatives, and events that elevate the NFP division's profile
Support Business Banking Group colleagues with deposit services, NFP-specific sales activity, and shared client opportunities
Maintain meticulous records of pipeline activity, member interactions, and financial performance against defined KPIs - including FUM growth, member acquisition, cross-sell ratios, and NPS
Respond to and facilitate NFP board resolution and RFP processes, including preparation of Credit Union Briefing Packs to support bylaw amendments and governance approvals
Identify product and service gaps and bring forward ideas to continuously improve the NFP and Emerging brand member experience
Adhere to all regulatory, risk, and compliance standards, and contribute to the governance excellence that First Ontario is known for
Perform other duties as required
Required Skills University degree or college diploma in Business, Finance, Economics, Nonprofit Management, or a related field
Three to five (3-5) years of experience in financial services, with a preference for commercial, business, or private banking
Direct or indirect experience in the not-for-profit sector - through employment, client relationships, board service, or sustained volunteerism
A demonstrated track record in new business development: cold calling, networking, prospecting, and closing
Genuine understanding of how NFP organizations operate: funding models, governance structures, restricted vs. unrestricted funds, board dynamics, and the unique pressures facing mission-driven organizations
Working knowledge of core banking products: deposit…
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