Overview

This position is responsible for meeting or exceeding established deposit growth goals and the expansion of new and existing deposit relationships, particularly with significant mission-oriented deposit relationships.  This position will build, develop and manage accounts both locally and across the United States and demonstrate the Bank’s relationship management culture by actively pursuing new deposit opportunities from current and prospective clients.  Performs all duties in accordance with Native American Bank’s Vision, Mission and Core Values.

Ensure compliance with established company policies and procedures.  Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including, but not limited to, the following:  Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Credit Reporting Act, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and Federal) and Community Reinvestment Act.

Essential Duties/Responsibilities:

  • Generates new core deposit relationships across all lines of business.
  • Manages relationships with a portfolio of assigned clients.  Meets with clients, assesses financial needs and goals, recommends deposit, and/or strategies and products and makes referrals to other lines of business.
  • Engages with Social Impact depositors on a regular basis to build and maintain relationships.  Works in conjunction with social impact reporting to provide feedback to clients on the utilization of their deposits.
  • Develops ESG (Environmental, Social and Governance) focused strategies that specifically share with potential clients how the bank is a responsible and effective entity in which to place their support for our mission.
  • Actively participates with centers of influence in the world of non-profits, family foundations, donor advised funds and other Impact organizations to maximize networking and relationship building opportunities.
  • Manages each client as a full-service banking relationship and understands their needs and motivations in order to meet their expectations.
  • Creates analysis reports on a client level to ensure that the client has access to information regarding the bank’s mission performance.
  • Is actively involved in the bank’s deposit product offerings and works with the branches and deposit operations to ensure continuity with them.
  • Establishes goals that are specific and measurable.
  • Communicates effectively to ensure that information is relayed to management and staff who should be kept informed.
  • Is the “Product Expert” for the bank’s deposit products and assists with coaching and training to help staff understand the features and benefits of the products we offer.
  • Knowledge and understanding of Native American culture.
  • Performs functions specific to the position and other duties as assigned.

Other Duties/Responsibilities:

  • Oversees tracking of all activity, interactions and outcomes specific to Impact reporting.
  • Develops a pipeline report for management and Board reporting.
  • Provide key support to the planning, management and oversight of special projects.

Qualifications:

  • General knowledge of bank products, services and Jack Henry core banking platform.
  • Excellent organizational and time management skills.  Has the ability to lead and train employees.
  • Skilled at personal computer operation with word processing, spread sheets and other related programs.
  • Exceptional verbal, written and interpersonal communication skills.
  • The ability to deal with complex problems involving multiple facets and variables in non-conforming situations.
  • Occasional business travel to meet face-to-face with clients and represent Native American Bank at conferences.
  • Bachelor’s degree from an accredited four year college or university.
  • Five+ years of related experience/training or an equivalent combination of training and experience.

 

About Native American Bank N.A.

Chartered as a national community development focused bank, Native American Bank is also a certified Community Development Financial Institution (CDFI). We are committed to being a self-sustaining CDFI and are the only national American Indian owned community development bank in the country.

Resumes can be e-mailed to: employment@nabna.com