Overview
This role is responsible for the strategic build-out, leadership, and expansion of an Attorney Banking Division. As a working manager, you will oversee nationwide business development, lead a team, and execute day-to-day operations while maintaining personal production goals.
Reporting to the EVP, Senior Lender, you will design and lead the attorney banking strategy, driving growth, profitability, and an exceptional client experience across a predominantly remote environment.
Responsibilities
Division Leadership and Strategy
- 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.
- Partner with executive leadership to define product strategy, pricing, credit appetite, and go-to-market plans.
- Serve as the subject matter leader for attorney banking across the organization.
- Represent the division internally and externally within the legal and professional services community.
Business Development and Personal Production
- Maintain an active portfolio with clearly defined personal production goals, including deposit growth, loan production, and fee-based revenue.
- Originate and structure customized banking and lending relationships for attorneys and law firms.
- Develop strategic referral channels with bar associations, legal networks, CPAs, and professional partners.
- Lead by example as a producing leader while mentoring team members to achieve performance goals.
Team Building and Talent Development
- Recruit, hire, onboard, and develop Attorney Banking Specialists.
- Establish performance expectations, incentive alignment, and accountability frameworks.
- Ensure non-bankers receive appropriate education and coaching, including consultative selling, relationship management, and credit fundamentals.
- Manage and lead a geographically dispersed, remote team while fostering a high-performance culture.
Operations and Process Excellence
- 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.
Mission, Compliance, and Client Protection
- Embody a commitment to environmental, social, economic, and racial justice.
- Apply curiosity and interest in core values and pursue education related to sustainability practices.
- Demonstrate understanding of established bank policies, procedures, and regulations.
- Question suspicious activity and collaborate closely with Compliance to ensure proper investigation and processing of potentially fraudulent activity.
- Stay informed on legal context and regulatory requirements, prioritizing completion of web-based compliance and IT training.
Requirements
- Bachelor’s degree required, ideally in business or adjacent specialization; advanced degree preferred.
- 5+ years of progressive business development and leadership experience in banking and/or lending required.
- Licensed Attorney desired but not required.
- Specific experience with Business Development in Attorney Banking Market is preferred.
- Demonstrated success building, scaling, and managing sales teams and processes, ideally in a nationwide or remote environment.
Role Competencies
- Entrepreneurial self-starter mentality with ownership of work product and measurable results.
- Strong communication skills across in-person, on-camera, phone, and chat; ability to engage stakeholders at all levels.
- Banking and fintech acumen, including financial product knowledge, applicable regulations and laws, credit and sales foundation, and ability to interpret financial reports and legal documents.
- Tech-forward and analytical thinking; ability to learn tools quickly and leverage technology to improve operational efficiency.
- Commitment to being a team player; promotes collaboration and a supportive, accountable environment.
Preferred Qualifications
- Prior experience as a producing leader in an attorney banking context.
- Experience building a new sales division in a unique industry or market.
Compensation & Benefits
Compensation
- Base salary plus eligibility for an annual bonus, incentives, and equity.
- Actual compensation is based on industry salary ranges, internal salary structures, experience, skills, and other job-related factors.
Health Coverage
- 100% employer-paid for employees; employer contribution for dependents by Us.
- Medical, dental, and vision insurance.
- Health Savings Account (HSA).
- Free telemedicine access via Teladoc.
Financial Wellness & Retirement
- 401(k) with 6% employer match (no vesting period).
- Employee stock options.
- Financial wellness & wealth building.
Paid Time Off & Leave
- Generous paid time off.
- 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.
Protection & Peace of Mind
- 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.
Employee Banking Perks
- 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.
Note: Benefit eligibility varies by employment status, and benefits for part-time employees may differ from those listed above.
Location & Work Environment
- Remote role within the United States; ideally located in Central Florida; Eastern Standard Hours.
- Occasional U.S. travel.
Additional Work Requirements
- Tobacco-free employer; all employees must affirm to be non-smokers or affirm commitment to cessation within 90-days of offer acceptance.
- Sustained standing and sitting.
- Frequent communication (speaking and listening) and use of a PC, including typing or sustained attention to monitor.
- Occasional lifting up to 20 lbs.
Equal Opportunity & E-Verify
- Equal opportunity statement provided by the employer, including non-discrimination and reasonable accommodations in accordance with applicable law.
- This employer participates in E-Verify and will provide Form I-9 information to confirm work authorization in the U.S. If E-Verify cannot confirm authorization, the employer will provide instructions and an opportunity to contact DHS or SSA to resolve the issue before any action is taken, including termination. E-Verify can only be used after a job offer is accepted and Form I-9 is completed.