Director of Attorney Banking

Posted Oct 28

This is a fully remote position, open to applicants in United States.

📋 Description

• Build, lead, and grow the Attorney Banking Division in alignment with the company's growth objectives.

• Develop and implement a national growth strategy for deposit and lending solutions targeted at attorneys.

• Define product strategy, pricing, credit appetite, and go-to-market plans in collaboration with executive leadership.

• Act as the subject matter expert for attorney banking.

• Represent the division within the legal and professional services community.

• Maintain an active portfolio focusing on personal deposit growth, loan production, and fee-based revenue goals.

• Originate and structure tailored banking and lending relationships for attorneys and law firms.

• Create referral channels with bar associations, legal networks, CPAs, and other professional partners.

• Lead by example as a producing leader and mentor for team members.

• Recruit, hire, onboard, and develop Attorney Banking Specialists.

• Establish performance expectations, align incentives, and create accountability frameworks.

• Provide education and coaching in consultative selling, relationship management, and credit fundamentals.

• Manage and lead a geographically dispersed remote team.

• Design scalable processes for sales, onboarding, and portfolio management.

• Collaborate with credit, operations, compliance, and treasury teams to enhance workflows.

• Implement reporting, pipeline management, and performance dashboards.

• Ensure adherence to regulatory, risk management, and internal policies.

• Advocate for environmental, social, economic, and racial justice while pursuing sustainability education.

• Investigate potential fraudulent activity in partnership with the Compliance department.

• Complete web-based compliance and IT training.

• Deliver high-quality results both independently and collaboratively while ensuring regulatory compliance.


⛳️ Requirements

• Bachelor’s degree is required, preferably in business or a related field.

• A minimum of 5 years of progressive business development and leadership experience in banking and/or lending is required.

• Licensed Attorney is preferred but not mandatory.

• Specific experience in business development within the Attorney Banking market is preferred.

• Proven track record in building, scaling, and managing sales teams and processes, ideally in a nationwide or remote setting.

• Strong understanding of financial products and services, relevant regulations and laws, credit, and sales.

• Ability to interpret financial reports and legal documents effectively.

• Strong business acumen.

• Knowledge of unique industries and markets.

• Capability to build and scale a new sales division.

• Ability to learn and utilize tools, platforms, and technology.

• Compliance with BSA, AML, CIP, OFAC, and internal policies is required.

• Must be a non-smoker or commit to cessation within 90 days of accepting the offer.

• Authorized to work in the U.S. through the Form I-9/E-Verify process.

• Ability to work during Eastern Standard Hours.

• Willingness to travel occasionally within the U.S.

• Ability to sustain standing and sitting positions, communicate frequently, use a PC, and occasionally lift up to 20 lbs.


🏝️ Benefits

• Annual bonus, incentives, and eligibility for equity.

• 100% employer-paid health coverage for employees; employer contribution for dependents.

• Medical, dental, and vision insurance.

• Health Savings Account (HSA).

• Free telemedicine access through Teladoc.

• 401(k) plan with a 6% employer match and no vesting period.

• Employee stock options.

• Exclusive banking perks for employees.

• 0% financing available for employee solar loans.

• Employee-only mortgage product with unique interest rates and terms.

• 0% financing for eligible electric vehicles (EVs).

• Referral incentives.

• 2 to 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) offering free counseling, legal, and financial services.

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