Nonprofit Relationship Officer I/II
Listed on 2026-08-20
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Non-Profit & Social Impact
Br-OnPoint Plaza, 707 SW Washington St, Portland, Oregon, United States of America
Job DescriptionPosted Monday, August 17, 2026 at 10:00 AM
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!
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.
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…
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