Banking Specialist, Not--Profit & Emerging Brands
Job Description & How to Apply Below
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
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.
- 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 ($1.5M): property lending, endowment management, capital planning, and strategic advisory
- Help champion financial literacy programming and workshops for NFP boards and leadership teams
- 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
- 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:…
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