Why FirstOntario?

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 perks through SunLife 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 FirstOntario'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 FirstOntario'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 FirstOntario 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 FirstOntario'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 FirstOntario 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 accounts, cash management solutions, investment accounts, GICs, and wealth management offerings

Familiarity with NFP lending - including lines of credit, financing for property acquisition, and capital expansion projects

This posting is for an existing vacancy.

Salary Range: $81,110 to $111,527 annually.

Compensation for this role reflects a combination of skills, experience, and internal equity. Those whose experience more closely aligns the role's requirements may be placed higher within the salary range. You will learn more about FirstOntario Credit Union's total rewards package during the interview process.

Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.

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📌 Banking Specialist, Not-For-Profit & Emerging Brands (Ontario)
🏢 Firstontario Credit Union
📍 Ontario