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Mechanics Bank · 1 day ago

Director of Non-Profit Banking

Walnut Creek, California

Full-time

Onsite

Senior Level, Lead/Staff

$151K/yr - $271K/yr

8+ years exp

Mechanics Bank is currently searching for a full time Director of Non-Profit Banking to join our team at our Walnut Creek HQ Office. The Director of Nonprofit Banking is responsible for leading the strategy, growth, and performance of the bank’s nonprofit banking practice, overseeing relationship management, business development, and credit for nonprofit organizations.

BankingFinancial ServicesWealth Management

Responsibilities

Collaborate with the Director of Deposit Strategy to develop and implement a comprehensive strategy for nonprofit banking services aligned with organizational goals

Acquire, manage, and retain clients by providing deposit and treasury solutions, and referring credit opportunities to the credit administration team plus the Director of CRA Strategy for review

Oversee and coordinate all aspects of RFP responses, collaborating with internal stakeholders to deliver high-quality proposals

Cultivate and sustain deep, long-term relationships with nonprofit clients by proactively understanding their unique missions, financial priorities, and operational challenges

Understand the banks products to deliver comprehensive solutions including deposit structures, treasury management, lending, and wealth management investment strategies, tailored to the unique needs of nonprofit clients

Conduct regular relationship reviews to identify opportunities for enhancement, deepen relationship engagement, and cross-sell additional products and services

Regularly report on business performance through CRM tracking of opportunities and client engagement

Represent the bank at community events, industry conferences and marketing events

Maintain comprehensive risk management practices to ensure regulatory compliance

Expected 50-60% of travel is required

Qualification

Nonprofit banking expertiseBusiness banking productsRelationship managementStrategic thinkingMicrosoft Office SuiteAnalytical mindsetTarget-drivenInterpersonal skillsProblem-solving

Required

Minimum of 8 years of experience in banking production and operations experience is required

Strong understanding of business banking products and services

Excellent interpersonal and communication skills, with the ability to engage and influence decision-makers

Strategic thinker with a strong analytical mindset and the ability to solve complex problems

Highly motivated and target-driven with a proven ability to work independently

Proficiency in Microsoft Office Suite

Preferred

Bachelor's Degree or 4 years of equivalent experience is preferred

Benefits

Medical, prescription, dental, and vision coverage for employees and their eligible family members

Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits

Health Savings Account with employer contribution

Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit

401(k) and Roth 401(k) with company contribution

529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program

Supplemental Health plans, Voluntary Legal and Identity Theft Services

11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year

Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)