We are looking for an experienced Financial Services Representative to join our team in Charleston, South Carolina. In this Contract to permanent position, you will play a key role in providing exceptional support to customers while handling banking transactions and assisting with account creation. This role offers an opportunity to grow professionally within the banking industry while delivering excellent service to members.<br><br>Responsibilities:<br>• Process customer transactions efficiently, including deposits, withdrawals, and payments.<br>• Assist members with opening new accounts and guiding them through available banking products.<br>• Deliver high-quality customer service by addressing inquiries and resolving issues promptly.<br>• Ensure compliance with banking regulations and policies in all interactions.<br>• Handle cash accurately and maintain proper cash drawer balancing.<br>• Educate customers on credit union and banking services to help them make informed financial decisions.<br>• Collaborate with team members to achieve customer satisfaction goals.<br>• Maintain detailed and accurate records of transactions and account activities.<br>• Stay informed about updates to banking services and products to provide current information to customers.<br>• Support team efforts in meeting organizational objectives and promoting a positive work environment.
<p>We are looking for an experienced <strong>Accounting Manager to join our team on a 2 month contract in Plano</strong>, Texas. <strong> This is 100% onsite</strong>. In this role, you will oversee key financial reporting and accounting processes for a banking institution, ensuring accuracy and compliance with industry standards. This position requires strong expertise in regulatory reporting and a solid understanding of banking operations. As a vital member of the team, you will collaborate with the Chief Accounting Officer to deliver timely and reliable financial information.</p><p><br></p><p>Responsibilities:</p><p>• Prepare accurate journal entries for the general ledger in compliance with banking-specific accounting standards.</p><p>• Reconcile various accounts monthly to ensure financial accuracy and resolve discrepancies.</p><p>• Assist in creating monthly, quarterly, and annual financial statements while adhering to established deadlines.</p><p>• Support internal and external audits by compiling necessary documentation and addressing inquiries.</p><p>• Handle regulatory reporting requirements for state banking agencies, ensuring adherence to compliance standards.</p><p>• Analyze financial data and identify variances, providing detailed insights to management.</p><p>• Oversee the month-end and year-end close processes to ensure timely completion.</p><p>• Collaborate with cross-functional teams to gather and verify financial data.</p><p>• Ensure compliance with internal controls, company policies, and relevant banking regulations.</p><p>• Perform additional duties as assigned to support the accounting team.</p>
The Project Manager will be responsible for managing and overseeing the delivery of strategic projects across various departments within our client in financial services/banking. This role will work closely with cross-functional teams to ensure the successful execution of projects, ensuring they are completed on time, within scope, and within budget. <br> Main Job Tasks and Responsibilities: Lead and manage the planning, execution, and delivery of multiple bank-wide projects, ensuring they meet business objectives. Develop detailed project plans, outlining timelines, milestones, resource requirements, and budgets. Coordinate with cross-functional teams (IT, legal, compliance, marketing, operations) to ensure all necessary resources and expertise are available for successful project delivery. Oversee the day-to-day management of projects, ensuring progress against project timelines and objectives. Adjust project plans as necessary to address any challenges or changes in scope and ensure that project deliverables meet agreed-upon quality standards. Maintain regular communication with stakeholders, including senior leadership, department heads, and external partners, providing updates on project status, risks, and milestones. Prepare and present project status reports, ensuring transparency and strategic alignment. Identify, assess, and manage project risks and issues, ensuring timely mitigation and resolution. Escalate concerns to senior management when necessary to ensure projects stay on track and meet deadlines. Manage project budgets, ensuring that projects are delivered within financial constraints. Track resource allocation, ensuring the efficient use of resources across multiple projects. Ensure that all projects comply with internal policies and regulatory requirements. Implement and adhere to the bank's governance framework, ensuring appropriate controls and documentation for project management. Drive the continuous improvement of project management processes, identifying and implementing best practices to enhance project delivery efficiency. Foster a culture of collaboration and accountability across project teams to ensure high levels of performance and alignment with organizational goals.
<p>We are looking for an experienced Audit Manager to join our team on a long-term contract basis. As an Audit Manager, the role requires expertise in regulatory compliance, Sarbanes-Oxley audits, and a deep understanding of the banking industry. The ideal Audit Manager candidate will excel at identifying risks, evaluating controls, and ensuring adherence to financial regulations while delivering meaningful insights to improve processes. Situated in the Greater Philadelphia Region, this position offers a dynamic opportunity to contribute to governance, risk management, and compliance strategies.</p><p><br></p><p>What you get to do every single day:</p><p>• Lead and oversee audits focused on regulatory compliance, Sarbanes-Oxley requirements, and internal control processes within the banking sector.</p><p>• Assess current processes to ensure alignment with regulatory frameworks such as Dodd-Frank, Basel accords, and Federal Reserve guidelines.</p><p>• Identify risks, control gaps, and deficiencies, and propose actionable recommendations to enhance processes and controls.</p><p>• Support Sarbanes-Oxley compliance efforts, including evaluating key controls, conducting walkthroughs, and performing testing and documentation.</p><p>• Prepare detailed audit reports that summarize findings, risks, and recommendations for stakeholders and senior management.</p><p>• Collaborate with departments such as Compliance, Finance, Legal, and IT to provide strategic advice on regulatory changes and their impact.</p><p>• Monitor regulatory developments to maintain audit readiness and compliance with new standards.</p><p>• Offer advisory support to improve governance, risk management, and compliance practices within the organization.</p><p>• Facilitate the resolution of identified issues to ensure timely remediation and compliance.</p><p>• Mentor and train staff on audit methodologies, regulatory requirements, and best practices in compliance.</p>
<p>We are looking for an experienced Internal Audit Manager to join our clients team in Northern Oakland County. This role involves leading the internal audit function, ensuring compliance with industry standards, and driving risk management strategies. The ideal candidate will have a strong background in audit and leadership, paired with exceptional communication and organizational skills. Hybrid schedule.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the internal audit operations, ensuring adherence to regulatory and organizational standards.</p><p>• Conduct comprehensive risk assessments across financial, operational, and IT domains.</p><p>• Collaborate with the audit committee to present findings and recommend actionable solutions.</p><p>• Lead efforts to review and enhance internal controls within the organization.</p><p>• Monitor compliance with the Bank Secrecy Act, governance risk policies, and other relevant regulations.</p><p>• Develop strategies to manage financial risks, including interest rate risk and IT-related vulnerabilities.</p><p>• Provide guidance and mentorship to audit team members, encouraging attention to detail and continuous improvement.</p><p>• Prepare and deliver detailed reports and presentations on audit outcomes to stakeholders.</p><p>• Coordinate limited travel to external locations as needed to fulfill audit requirements.</p><p>• Stay updated on industry trends and best practices to continuously improve audit processes.</p>
<p><strong>Job Title: </strong>Remote Retail Banking Trainer (Contract)</p><p><br></p><p><strong>Overview: </strong>We are seeking experienced contract Remote Trainers to lead virtual, instructor-led training sessions for retail banking employees. The objective is to support a large-scale rollout of new processes using MS Teams, PowerPoint, and a retail banking system. Training sessions will be conducted virtually.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Co-facilitate virtual training sessions for groups of up to 25 employees at a time via Microsoft Teams</p><p>• Utilize PowerPoint to present materials and demonstrate system workflows using new retail banking platform and other training methodologies</p><p>• While one trainer leads instruction, the other will manage the technical aspects such as sharing presentations, monitoring and responding to chat questions, and supporting learners in real-time</p><p>• Deliver two-day training classes according to the program schedule</p><p>• Keep participants engaged and motivated, clearly communicating complex concepts in a supportive environment</p><p>• Address participant questions and troubleshoot technical or content-related issues during live sessions</p><p>• Record participation, track completion, and provide feedback to program managers</p><p>• Collaborate to ensure smooth delivery and consistent quality across all training sessions</p><p><br></p><p><strong>Requirements:</strong></p><p>• Previous experience in retail banking is required, no exceptions</p><p>• Prior experience with training delivery and learning development is required</p><p>• Hands-on use of retail banking systems and platforms is required</p><p>• Proficient in Microsoft Teams and PowerPoint</p><p>• Strong communication skills and clear, patient instructional style</p><p>• Ability to motivate learners and adapt training approaches to meet diverse needs</p><p>• Organized, collaborative, and comfortable working as part of a two-trainer team</p><p>• Flexible, solution-oriented, and professional demeanor</p><p><br></p><p><strong>Schedule & Duration: </strong>Based in the Eastern Time Zone (EST); must be available Monday–Friday, 8:00am–5:00pm EST; duration is estimated to be March through July</p><p><br></p><p><strong>Ideal Candidate Qualities:</strong></p><p>• High level of enthusiasm and presence in a virtual setting</p><p>• Ability to foster a positive, inclusive learning environment</p><p>• Strong problem-solving and multitasking skills</p><p>• Comfortable responding to questions and adjusting on the fly</p><p><br></p><p><strong>Contract Details:</strong></p><p>• Remote position, EST-based</p><p>• Contract only, must commit for the duration of the program, March through July</p><p>• Ongoing, repeated training cycles until all employees are trained</p>
<p><strong>Position: Commercial/Corporate Relationship Manager</strong></p><p> <strong>Location:</strong> Louisville, KY</p><p> <strong>Employment Type:</strong> Full-Time</p><p><strong>Overview:</strong></p><p> We are seeking a dedicated and proactive Commercial/Corporate Relationship Manager to drive business growth and manage client relationships. This role requires a strategic thinker with strong communication skills, commercial lending knowledge, and a commitment to excellence in client service and community engagement.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Source, develop, and document calls on existing clients, prospective clients, and referral sources to generate new business opportunities.</li><li>Negotiate and structure new loan terms and manage renewal opportunities.</li><li>Collaborate with Treasury Management to identify and structure depository solutions.</li><li>Manage portfolio delinquencies within assigned loan portfolios and support collections on past-due loans.</li><li>Partner with Merchant Services and Purchasing/Credit Card teams to develop business opportunities.</li><li>Obtain and review annual financial statements for commercial credit analysis.</li><li>Respond to referrals from Executive Management, Directors, clients, and other sources.</li><li>Maintain and enhance relationships with clients and referral sources.</li><li>Support internal and external audit functions as related to commercial lending activities.</li><li>Share suggestions to improve commercial lending initiatives and processes.</li><li>Support other departments and foster cooperative, professional relationships across the organization.</li><li>Learn and apply the credit culture to present appropriate credit recommendations for approval.</li><li>Maintain a working knowledge of relevant compliance requirements and regulations; assist with implementation as needed.</li><li>Model and foster behaviors aligned with organizational values, creating an atmosphere of trust, accountability, and dedication.</li><li>Participate in community engagement through volunteerism on civic and non-profit boards.</li><li>Perform additional duties and special projects as assigned.</li></ul><p><br></p><p><strong>Why Join Us:</strong></p><p> We value our associates, clients, and communities. We offer opportunities for growth, a collaborative work environment, and the chance to make a tangible impact in the commercial banking sector.</p><p><br></p><p><strong>To Apply:</strong></p><p> Interested candidates should submit a resume and cover letter highlighting relevant experience and qualifications.</p>
<p>We are seeking an experienced Office Manager to join a growing financial services firm in the Greater Greenville, South Carolina area. In this role, you will oversee office operations and provide critical support to financial advisors and staff in a detail-oriented and fast-paced environment. This position is ideal for someone who excels at balancing administrative responsibilities with client-focused tasks while maintaining high standards of organization and confidentiality.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily office operations, including supplies, mail handling, and vendor relationships.</p><p>• Coordinate schedules and appointments, ensuring smooth meeting logistics.</p><p>• Organize and support events such as client workshops, seminars, and team meetings.</p><p>• Maintain accurate and confidential documentation of office procedures and records.</p><p>• Assist with technology tools and ensure efficient use of office systems.</p><p>• Provide administrative support to financial advisors for client meetings and communications.</p><p>• Prepare meeting materials, correspondence, and follow-up documentation for client interactions.</p><p>• Facilitate client onboarding processes and ensure timely completion of reporting and record-keeping.</p><p>• Oversee HR-related tasks, including onboarding and benefits coordination.</p><p>• Collaborate with leadership to promote a productive and supportive work environment.</p>
<p>We are looking for a Vendor Management Analyst to join our team in Bedford, NH, on a long-term contract basis. In this role, you will oversee the evaluation and management of third-party vendors to ensure compliance with industry regulations and organizational standards. This position offers an excellent opportunity to work within the banking sector, collaborating with stakeholders and addressing vendor-related risks to maintain operational excellence.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough due diligence and regular reviews of third-party vendors to ensure adherence to compliance standards.</p><p>• Collaborate with the Risk & Compliance team to align third-party risk management practices across the organization.</p><p>• Assess vendor-related risks and provide recommendations to mitigate potential issues.</p><p>• Build and maintain strong relationships with external vendors and internal teams to facilitate smooth operations.</p><p>• Prepare detailed reports and presentations on vendor performance, risk assessments, and compliance findings for leadership review.</p><p>• Monitor vendor activities to identify and address fraud-related risks.</p><p>• Implement anti-money laundering (AML) practices and ensure vendors comply with regulatory requirements.</p><p>• Perform compliance risk assessments and evaluate vendor adherence to FFIEC guidelines.</p><p>• Develop strategies to identify and prevent potential fraud in vendor activities.</p><p>• Support issue resolution processes by coordinating with vendors and internal departments.</p>
We are looking for a highly experienced Vice President or Director of Finance to join our leadership team in Tunkhannock, Pennsylvania. In this pivotal role, you will oversee the financial operations of the credit union, ensuring compliance with regulations, optimizing performance, and driving strategic financial initiatives. This position requires an experienced, detail-oriented individual with exceptional analytical skills, leadership capabilities, and a deep understanding of the financial services sector.<br><br>Responsibilities:<br>• Lead comprehensive financial performance reviews, including forecasting and trend analysis, to guide strategic planning.<br>• Prepare and deliver accurate financial reports to the board and senior management in a timely manner.<br>• Ensure compliance with all federal and state banking regulations, and oversee the submission of required regulatory reports.<br>• Manage cash operations, liquidity planning, and the optimization of cash flow to maintain operational efficiency.<br>• Oversee the credit union’s fixed asset portfolio, handling acquisitions, depreciation, and disposals.<br>• Supervise accounts payable and payroll functions, maintaining accuracy and adherence to internal policies.<br>• Perform regular reconciliation of general ledger accounts, promptly resolving any discrepancies.<br>• Monitor and manage the credit union’s investment portfolio, balancing risk and return objectives.<br>• Direct the annual budgeting process, providing variance analyses and recommendations for cost control.<br>• Chair the Asset/Liability Committee to address interest rate risk, liquidity risk, and capital adequacy.
<p><strong>About the Opportunity</strong></p><p> Robert Half is partnering with a well-established investment firm seeking a highly organized and detail-oriented Part-Time Administrative Assistant. This role supports senior leadership and the broader operations team with day-to-day administrative functions. The ideal candidate is professional, discreet, and comfortable working in a fast-paced financial services environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Provide administrative support to partners and investment professionals</li><li>Manage calendars, schedule meetings, and coordinate conference calls</li><li>Prepare and edit correspondence, reports, and presentations</li><li>Assist with document preparation, formatting, and filing (digital and physical)</li><li>Maintain client records and ensure accurate data entry in internal systems</li><li>Coordinate travel arrangements and expense reporting</li><li>Answer and direct incoming calls and emails in a professional manner</li><li>Support office operations, including supply management and vendor coordination</li><li>Assist with special projects and ad hoc administrative tasks as needed</li></ul><p><br></p>
<p>Robert Half is seeking an exceptional Executive Assistant to serve as a strategic partner to a Baltimore, MD based CEO. This is not a traditional executive support role — it is a high-impact position at the center of the organization, designed for someone who thrives in fast-paced, high-performance environments and operates with sound judgment, discretion, and precision.</p><p><br></p><p>The ideal candidate brings experience from consulting, private equity, investment banking, or a similarly rigorous financial services environment. You understand executive-level expectations, anticipate needs before they arise, and are comfortable operating with urgency, complexity, and absolute confidentiality. Frequent travel with the CEO will be required. </p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Act as a true right hand to the CEO, managing priorities, time, and focus with strategic awareness</li><li>Coordinate complex domestic and international travel, frequently accompanying the CEO to meetings, conferences, and investor engagements</li><li>Prepare detailed briefing materials, itineraries, and background research in advance of meetings</li><li>Manage a dynamic calendar across multiple time zones, balancing internal priorities, board obligations, and external stakeholders</li><li>Serve as a gatekeeper and liaison to senior executives, board members, investors, and external partners</li><li>Draft and edit high-level correspondence, presentations, and internal communications</li><li>Track key action items and ensure follow-through across leadership teams</li><li>Assist with board meeting preparation, materials compilation, and logistics</li><li>Support special projects and strategic initiatives as needed</li></ul><p><br></p><p><br></p>
We are looking for a highly skilled Principal Architect with extensive experience in IT business architecture to join our team in Columbus, Ohio. This contract position will involve driving strategic initiatives to modernize applications and align technology solutions with banking objectives. The ideal candidate will possess a strong background in financial services and a proven track record of leading digital transformation efforts in regulated environments.<br><br>Responsibilities:<br>• Collaborate with business units such as Retail, Commercial, Risk, and Compliance to develop enterprise architecture strategies that align with organizational goals.<br>• Create business capability models, value streams, and process architectures tailored to the financial services industry.<br>• Lead application modernization initiatives, including assessing legacy systems, strategizing cloud migrations, and implementing modern platforms like microservices, APIs, and containers.<br>• Work closely with enterprise architects, solution architects, and engineering teams to ensure the seamless delivery of modernized applications.<br>• Facilitate workshops to identify capability gaps, regulatory impacts, and opportunities for transformation.<br>• Support strategic planning, investment prioritization, and governance processes for IT initiatives.<br>• Ensure compliance with banking regulations, data privacy standards, and internal governance frameworks.<br>• Evaluate and recommend emerging technologies, such as AI, low-code tools, and cloud-native platforms, for integration into banking operations.
<p>We are partnering with a leading global financial institution to hire multiple <strong>Control Testers</strong> supporting the Corporate & Investment Bank (CIB) – Payments & Market Operations division in Tampa.</p><p>This team is responsible for assessing and validating the effectiveness of operational controls across front and back office functions. These roles are critical to ensuring regulatory compliance, SOX adherence, and strong risk mitigation across high-volume market operations environments.</p><p><br></p><p>This is a high-visibility opportunity offering exposure to senior stakeholders, complex financial products, and strong potential for long-term growth.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Execute SOX control testing across CIB Market Operations functions</li><li>Evaluate design and operating effectiveness of controls on a preset frequency</li><li>Assess reconciliation controls, fund transfers, payment processing controls, and operational SLAs</li><li>Review procedures and identify risk gaps or mitigation weaknesses</li><li>Design and document detailed test scripts and control narratives</li><li>Analyze large data sets (including 1M+ line data files) to identify attributes and anomalies</li><li>Lead stakeholder calls and drive follow-ups to meet testing deadlines</li><li>Partner with front office, back office, and operations teams to validate lifecycle controls</li><li>Track testing through dashboards, queues, monitoring frameworks, and reporting tools</li><li>Manage mini-projects to meet regulatory and internal deadlines</li></ul><p><br></p>
<p>Learning & Development Corporate Trainer responsible for designing, delivering, and continuously improving training programs across the organization, supporting core banking system training, retail team development, Universal Banker I/II/III programs, financial literacy initiatives, leadership and coaching development, and new employee onboarding; role includes creating and maintaining structured curriculum (PowerPoint presentations, facilitator guides, participant materials, assessments), conducting instructor-led, virtual, and hybrid training sessions, facilitating in-person teller system training in Santa Fe, partnering cross-functionally with Retail, Operations, HR, and Executive Leadership, serving as a subject matter resource for core operating systems (Jack Henry Synergy preferred), translating system upgrades and policy changes into effective training, maintaining audit-ready documentation and training records, evaluating training effectiveness and recommending improvements, identifying workflow gaps and contributing to process improvement initiatives, managing scheduling and logistics for training sessions, and traveling between Albuquerque and Santa Fe as needed; qualified candidates will have a Bachelor’s degree or equivalent experience, 4–10 years of corporate training or learning and development experience, strong facilitation and curriculum development skills, excellent communication and documentation abilities, proficiency in Microsoft Office 365 (especially PowerPoint), strong organizational and analytical skills, ability to work independently and manage a flexible schedule, and preferably experience in banking or financial services and relevant training certifications such as CPLP.</p>
We are looking for an experienced Senior Accountant to join our team in Hawthorne, California. This role is ideal for someone with strong attention to detail and a solid background in accounting practices and financial reporting. The position offers an opportunity to contribute to the success of a credit union by ensuring compliance, accurate reconciliations, and insightful analysis.<br><br>Responsibilities:<br>• Prepare and review journal entries, ensuring accuracy and compliance with accounting standards.<br>• Conduct thorough reconciliations of general ledger accounts and bank statements.<br>• Generate and analyze financial reports, including regulatory filings and management reports.<br>• Support month-end and year-end close processes by organizing and verifying financial data.<br>• Assist in preparing Board reports and 5300 Call Reports to meet regulatory requirements.<br>• Maintain proficiency in accounting systems, including updates and troubleshooting.<br>• Ensure adherence to compliance regulations such as NCUA and BSA/OFAC standards.<br>• Collaborate with cross-functional teams to improve financial processes and reporting accuracy.<br>• Provide analytical insights to support strategic decision-making.<br>• Monitor fixed asset accounting and assist with related audits and reviews.
<p>About the job</p><p><br></p><p>My client, a well-established and growing real estate investment firm based in Austin, Texas, focused on acquiring, developing, and managing high-quality commercial Real Estate throughout Central Texas and select U.S. markets. Our firm partners with institutional and high-net-worth investors to deliver strong, risk-adjusted returns through disciplined investment strategies and operational excellence.</p><p><br></p><p>Position Overview</p><p>The Investor Relations Associate will support the firm’s capital raising, investor communications, and reporting efforts. This individual will serve as a key point of contact for existing and prospective investors while ensuring a best-in-class investor experience. The ideal candidate is detail-oriented, proactive, and comfortable working in a fast-paced real estate investment environment.</p><p><br></p><p>This role is ideal for someone with 1–2 years of experience in investor relations, real estate private equity, investment management, financial services, or a related field.</p><p><br></p><p>Key Responsibilities</p><p>Investor Communications & Relationship Management</p><ul><li>Serve as a primary point of contact for investor inquiries and requests</li><li>Maintain regular communication with investors regarding fund performance, capital calls, distributions, and updates</li><li>Assist in onboarding new investors and managing subscription documentation</li></ul><p>Reporting & Analytics</p><ul><li>Coordinate quarterly and annual reporting materials, including performance summaries and investor letters</li><li>Work closely with asset management, accounting, and finance teams to gather accurate reporting data</li><li>Maintain and update investor databases and CRM systems</li></ul><p>Capital Raising Support</p><ul><li>Assist in preparing investor presentations, pitch decks, and marketing materials</li><li>Support due diligence requests from prospective investors</li><li>Help coordinate investor meetings, webinars, and events</li></ul><p>Administrative & Compliance Support</p><ul><li>Track capital commitments, contributions, and distributions</li><li>Ensure compliance with internal policies and regulatory requirements</li><li>Maintain organized digital and physical records of investor documentation</li></ul><p>Compensation & Benefits</p><ul><li>Competitive base salary (commensurate with experience)</li><li>Performance-based bonus</li><li>Health, dental, and vision insurance</li><li>401(k) with company match</li><li>Professional development opportunities</li><li>Dynamic and collaborative team environment in Austin, TX</li></ul><p>Benefits found in job post</p><p>Vision insurance, 401(k)</p><p>bRequirements added by the job poster</p><p>• Bachelor's Degree</p><p>• 1+ years of work experience with Investor Relations</p>
<p>Robert Half Management Resources is looking for an experienced Senior Accountant to join one of our clients on an interim basis. This position offers the opportunity to play a pivotal role in ensuring the accuracy and integrity of financial reporting within a fast-paced, high-tech engineering environment. Ideal candidates will bring technical expertise, attention to detail, and a proactive approach to managing complex accounting tasks.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Lead the month-end close process, ensuring all financial transactions are recorded accurately and on time.</p><p>• Perform detailed balance sheet reconciliations, identifying and addressing discrepancies independently.</p><p>• Prepare and post journal entries, including payroll accruals, prepaid expenses, and departmental allocations.</p><p>• Oversee deferred revenue schedules and ensure revenue recognition aligns with contractual milestones and industry standards.</p><p>• Maintain comprehensive documentation and support materials to uphold internal controls and facilitate audits.</p><p>• Collaborate with the Controller to streamline workflows and ensure seamless communication.</p><p>• Utilize NetSuite and advanced Excel tools to manage and analyze financial data effectively.</p><p>• Contribute to the refinement of accounting processes to improve efficiency and accuracy.</p><p>• Ensure compliance with relevant accounting regulations and industry standards.</p><p>• Provide support during audits by coordinating with internal and external stakeholders.</p>
<p>Jenny Bour with Robert Half is working with a growing bank that is seeking a strategic, detail‑oriented <strong>Special Assets Officer</strong> to lead all functions related to distressed loans, asset recovery, and foreclosure management. This Special Assets Officer role oversees a specialized team, drives collection strategies, and ensures proper management and disposition of real estate owned (REO) assets. If you excel at navigating complex lending situations and bringing resolution to challenging accounts, this position offers an opportunity to make a significant organizational impact.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and implement policies and best practices for collections, delinquency resolution, and default management.</li><li>Monitor and review delinquent loan portfolios; communicate directly with borrowers through calls, written notices, and on‑site visits.</li><li>Guide and support collections staff on account workouts, repayment plans, and remediation efforts.</li><li>Oversee reporting for residential mortgage and commercial loan activity, ensuring accuracy and regulatory compliance.</li><li>Direct foreclosure actions for accounts deemed unresolvable, ensuring all documentation and system data are complete and accurate.</li><li>Collaborate with legal counsel on litigation, foreclosure processes, and court proceedings.</li><li>Manage REO properties, including inspections, upkeep, and coordination of tax and insurance obligations.</li><li>Negotiate rental, lease, or sales agreements for foreclosed properties.</li><li>Participate in departmental initiatives, training, and team efforts to support organizational goals.</li></ul><p><br></p>
<p>We are looking for a dedicated and detail-oriented Middle Office Analyst/Manager to join our dynamic team in Minneapolis, Minnesota. In this role, you will play a pivotal role in transaction management within the financial services industry, primarily focusing on real estate debt transactions. The ideal candidate will thrive in a fast-paced environment, balancing multiple priorities while demonstrating exceptional organizational and problem-solving skills.</p><p> </p><p>Responsibilities:</p><p>• Oversee the due diligence and loan acquisition processes by coordinating with vendors and external parties.</p><p>• Ensure seamless execution of transactions independently while adhering to high standards of organization and accuracy.</p><p>• Manage all aspects of transaction logistics, including vendor timelines, risk assessments, and counterparty communication.</p><p>• Collaborate with internal finance teams to address liquidity requirements for loan closings.</p><p>• Supervise third-party loan valuation processes associated with acquisitions.</p><p>• Facilitate the post-closing process to ensure accurate onboarding of loans into the internal database.</p><p>• Partner with internal teams and affiliates to review and approve draw requests and capital calls.</p><p>• Provide support leadership on various initiatives and ad hoc projects as needed.</p>
We are looking for a motivated and customer-oriented individual to join our team as a Teller in Newport News, Virginia. This Contract position offers an exciting opportunity to serve as the face of a respected credit union, assisting clients with their financial needs while delivering exceptional service. If you have a passion for helping others and are eager to grow in the banking industry, we encourage you to apply.<br><br>Responsibilities:<br>• Greet clients warmly and provide personalized assistance to address their banking inquiries.<br>• Process deposits, withdrawals, and other financial transactions accurately and efficiently.<br>• Offer guidance on financial products and services, helping clients make informed decisions to meet their goals.<br>• Resolve account-related issues and assist clients with problem-solving.<br>• Promote and cross-sell credit union products and services to enhance client experiences.<br>• Maintain a clean, organized, and detail-oriented workspace while adhering to security protocols.<br>• Ensure compliance with all banking regulations and procedures.<br>• Collaborate with colleagues to support smooth daily branch operations.<br>• Stay informed about industry trends and updates to enhance service delivery.
We are looking for a skilled Risk Manager to join our team in Columbus, Ohio. This is a Contract to permanent position offering an excellent opportunity to contribute to risk management initiatives within a dynamic and fast-paced environment. The ideal candidate will bring substantial expertise in control testing, risk analysis, and financial services operations, while demonstrating exceptional communication and organizational skills.<br><br>Responsibilities:<br>• Conduct comprehensive control testing to assess the effectiveness and performance of operational controls across various business lines.<br>• Review and analyze risk mitigation strategies, ensuring compliance with regulatory frameworks and industry standards.<br>• Collaborate with stakeholders to design and document testing scripts, procedures, and workflows.<br>• Monitor operational processes, including reconciliation, fund transfers, and payment controls, to identify and address potential risks.<br>• Lead and participate in calls with executive-level stakeholders to understand project scope and translate discussions into actionable plans.<br>• Utilize data analysis tools, such as Alteryx and Excel, to manage large datasets and derive meaningful insights.<br>• Oversee high-volume control frameworks, ensuring timely execution and adherence to established guidelines.<br>• Partner with sales and trading teams to enhance understanding of market operations and trade lifecycle processes.<br>• Manage mini projects within tight deadlines, ensuring alignment with overall risk management objectives.<br>• Influence and build strong partnerships with challenging stakeholders to drive collaboration and achieve project goals.
<p>We are looking for a dedicated and customer-oriented Senior Banking Specialist to join our team in Billerica, Massachusetts. In this role, you will play a vital part in providing exceptional financial services, assisting customers with their banking needs, and ensuring smooth branch operations. This position offers a collaborative environment with opportunities for growth and competitive compensation.</p><p><br></p><p>Responsibilities:</p><p>• Deliver excellent customer service by addressing individual financial needs and recommending suitable banking solutions.</p><p>• Process various transactions, including deposits, withdrawals, check cashing, and account inquiries, with accuracy and efficiency.</p><p>• Assist in the training and mentorship of branch staff to promote teamwork and enhance overall performance.</p><p>• Open new customer accounts, support existing customers with digital banking tools, and assist in loan application processes.</p><p>• Ensure adherence to banking regulations, organizational policies, and security protocols.</p><p>• Contribute to achieving sales and performance targets through proactive engagement and service.</p><p>• Participate in community events and outreach programs to strengthen the bank's local presence.</p>
<p>We are looking for an experienced Compliance Analyst to join our team on a contract basis in Tampa, Florida. This role is vital in ensuring adherence to regulatory requirements and industry standards through detailed control testing and risk management processes. The ideal candidate will bring over six years of expertise in compliance and operational risk, with the ability to analyze complex situations and collaborate effectively to enhance organizational security and governance. <strong>This position is 5 days on site.</strong></p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough compliance and operational risk control testing to ensure adherence to regulatory and industry standards.</p><p>• Coordinate testing activities, including gathering and organizing related documentation and artifacts.</p><p>• Evaluate existing controls and identify potential risks to improve organizational governance.</p><p>• Collaborate with team members to enhance compliance strategies and strengthen the firm’s risk posture.</p><p>• Utilize analytical skills to plan and execute testing tasks effectively.</p><p>• Provide insights and recommendations on complex compliance issues to support decision-making.</p><p>• Ensure consistent application of industry best practices and procedures within the financial services and banking sectors.</p><p>• Support the Testing Center of Excellence by contributing to the development and refinement of testing methodologies.</p><p>• Lead and direct the work of others when required to ensure project success.</p><p>• Prepare detailed reports and documentation summarizing findings and recommendations.</p>
We are looking for a dedicated Cash Processing Specialist to join our Trust Operations Outsourcing group in Dallas, Texas. In this role, you will manage cash transactions and ensure the accurate handling of financial processes to support client trust operations. The ideal candidate is meticulous, organized, and thrives in a fast-paced environment, bringing experience in cash management and financial transactions.<br><br>Responsibilities:<br>• Process cash receipts and disbursements in alignment with client instructions and organizational standards.<br>• Execute automated cash management trades to support financial operations.<br>• Manage voided checks and handle stop payment requests efficiently.<br>• Review wire transaction returns and communicate updates to clients promptly.<br>• Facilitate effective communication with client service teams and address client inquiries as needed.<br>• Assist with mail collection, sorting, and distribution tasks.<br>• Perform additional responsibilities as assigned by management to ensure operational success.
