Nonprofit Relationship Officer I/II
Listed on 2026-09-12
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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!
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,…
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