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Director of Attorney Banking
Climate First Bank. Build, lead, and expand the Attorney Banking Division in alignment with enterprise growth objectives .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and executing growth strategies for attorney-focused banking solutions, while leading and mentoring a remote sales team. Proficient in compliance, financial products, and building strategic partnerships within the legal community.
Highest-signal resume keywords
Business Development ExperienceLeadership in BankingKnowledge of Financial ProductsCompliance with Regulatory StandardsSales Team Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisCredit FundamentalsSales Strategy DevelopmentPortfolio ManagementConsultative Selling
Soft Skills
Relationship ManagementMentoringCommunicationTeam Leadership
Tools & Technologies
Performance DashboardsPipeline Management ToolsWeb-Based Compliance Training
Certifications & Qualifications
Bachelor's DegreeLicensed Attorney (Desired)
Industry Keywords
Attorney BankingBSAAMLCIPOFACRisk ManagementLegal ServicesProfessional Services
About the role
Key responsibilities & impact- Build, lead, and expand the Attorney Banking Division in alignment with enterprise growth objectives
- Develop and execute a national growth strategy for attorney-focused deposit and lending solutions
- Define product strategy, pricing, credit appetite, and go-to-market plans with executive leadership
- Serve as the subject matter leader for attorney banking
- Represent the division within the legal and professional services community
- Maintain an active portfolio with personal deposit growth, loan production, and fee-based revenue goals
- Originate and structure customized banking and lending relationships for attorneys and law firms
- Develop referral channels with bar associations, legal networks, CPAs, and professional partners
- Lead by example as a producing leader and mentor team members
- Recruit, hire, onboard, and develop Attorney Banking Specialists
- Establish performance expectations, incentive alignment, and accountability frameworks
- Provide education and coaching in consultative selling, relationship management, and credit fundamentals
- Manage and lead a geographically dispersed remote team
- Design scalable sales, onboarding, and portfolio management processes
- Partner with credit, operations, compliance, and treasury teams to streamline workflows
- Implement reporting, pipeline management, and performance dashboards
- Ensure compliance with regulatory, risk management, and internal policies
- Promote environmental, social, economic, and racial justice and pursue sustainability education
- Investigate potentially fraudulent activity with the Compliance department
- Complete web-based compliance and IT training
- Deliver high-quality results independently and collaboratively while maintaining regulatory compliance
Requirements
What you’ll need- Bachelor’s degree required, ideally in business or adjacent specialization
- 5+ years of progressive business development and leadership experience in banking and/or lending required
- Licensed Attorney desired but not required
- Specific business development experience in the Attorney Banking market preferred
- Demonstrated success building, scaling, and managing sales teams and processes, ideally in a nationwide or remote environment
- Strong knowledge of financial products and services, applicable regulations and laws, credit, and sales
- Ability to interpret financial reports and legal documents
- Strong business acumen
- Knowledge of unique industries and markets
- Ability to build and scale a new sales division
- Ability to learn and leverage tools, platforms, and technology
- Compliance with BSA, AML, CIP, OFAC, regulatory, risk management, and internal policies
- Must be a non-smoker or affirm commitment to cessation within 90 days of offer acceptance
- Authorized to work in the U.S. through Form I-9/E-Verify process
- Ability to work Eastern Standard Hours
- Ability to travel occasionally within the U.S.
- Ability to sustain standing and sitting, frequently communicate and use a PC, and occasionally lift up to 20 lbs.
Benefits
Comp & perks- Annual bonus, incentives and equity eligibility
- 100% employer-paid health coverage for employees; employer contribution for dependents
- Medical, dental and vision insurance
- Health Savings Account (HSA)
- Free telemedicine access via Teladoc
- 401(k) with 6% employer match and no vesting period
- Employee stock options
- Exclusive employee banking perks
- 0% financing for employee solar loans
- Employee-only mortgage product with exclusive interest rates and terms
- 0% financing for eligible electric vehicles (EVs)
- Referral incentives
- 2–4 weeks of vacation based on officer level plus additional tenure-based time
- 64 hours of paid sick time for all full-time employees
- Company-paid life insurance
- Short- and long-term disability insurance
- Voluntary life, accident and critical illness coverage
- Employee Assistance Program (EAP) with free counseling, legal and financial services