Recruit Top Financial Talent to Power Growth

Evolving regulations, digital disruption, and customer expectations mean banking and financial services firms need more agile, innovative workforces than ever. Yet fierce competition for specialized financial talent makes recruiting a monumental challenge.

That’s where our staffing solutions come in. For many years, we’ve helped leading banks, credit unions, investment firms and insurance companies secure specialized expertise to deliver business results.

Read on to see how we become your talent partners placing financial all-stars across functions like retail banking, commercial lending, wealth management and more.

Retail Banking - Meet Customers’ Digital and In-Person Expectations

Universal Bankers

Hire customer-focused multitaskers to drive sales and service in branches via optimized queues and new self-service options.

Digital Product Specialists

Onboard experts in virtual tools to help customers adopt digital payments, online banking, mobile deposits and more to reduce branch traffic.

Commercial Lending - Fuel Business Growth with Strategic Loans

Portfolio Managers

Secure lenders to restructure distressed loans and grow high-value commercial relationships via routine engagement and advisory meetings.

Credit Analysts

Bring on specialized underwriters to evaluate complex corporate lending risks, set rates and decision loan amounts using the latest financial modeling.

Wealth Management - Expand Client Assets with Personalized Investment Plans

Financial Advisors

Attract seasoned advisors to boost client acquisition and retention offering tailored portfolios and hands-on retirement planning.

Fiduciary Experts

Hire specialized talent to ensure investment plans meet suitability standards and align to customers’ time horizons and risk appetites.

Mortgages and Lending - Originate More Loans with Added Processing Capacity

Mortgage Processors

Onboard talent capable of swiftly underwriting home loans by accurately calculating incomes, assets and debts while managing compliance.

Loan Reviewers

Secure professionals to audit loan files checking for errors in order to improve quality control and purchasers’ confidence in loan packages.

How We Do Our Talent Search

As trusted talent partners to leading financial services firms for many years, we use specialized sourcing and screening strategies to connect you with customer-focused financial professionals.

Targeted Networking

Our recruiters join industry associations and events to source specialized commercial bankers, competitive compensation analysts and fiduciary retirement experts.

Referral Incentives

We activate employees’ networks through referral rewards programs to source candidates aligned to unique wealth management firm cultures.

Skills Assessments

We screen shortlisted applicants on financial modeling, regulation expertise and system proficiency ensuring role-readiness.

Let’s Connect to Meet Your Banking and Financial Talent Needs

With specialized financial recruitment expertise, we have the connections and capabilities to fuel strategic growth initiatives with customer-focused, innovative talent additions across banking and financial services functions. Let’s explore your talent and capability gaps today!