<p><strong>Position Overview:</strong></p><p>We are seeking a reliable and detail-oriented professional to join our team in a dual-capacity role encompassing Bank Teller duties and Consumer Loan Processing in a back office environment. This unique position is ideal for individuals with experience in consumer banking, transaction processing, and consumer loan operations—particularly those who have worked in a bank or credit union setting. Your expertise will contribute to seamless front-line customer support and efficient behind-the-scenes loan processing.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet customers professionally and provide excellent service while assisting with routine bank transactions such as deposits, withdrawals, check cashing, and payments.</li><li>Process consumer loan applications by entering data, reviewing documents, and verifying applicant information in compliance with policies and regulatory requirements.</li><li>Balance cash drawer daily with precision, promptly reconciling discrepancies and adhering to security procedures.</li><li>Ensure completeness and accuracy of loan files, maintain proper records, and assist with post-closing activities such as audits and reporting.</li><li>Respond to customer inquiries regarding accounts, products, and services; identify opportunities for product referrals.</li><li>Communicate effectively with internal teams to resolve any documentation or transaction discrepancies.</li><li>Maintain and update banking and loan systems; track the status of consumer loan applications through to closure.</li><li>Uphold the confidentiality of all customer and financial information in accordance with privacy and security policies.</li><li>Perform other branch administrative tasks as assigned.</li></ul><p><br></p>
<p>Our client is hiring a senior finance professional to join a high-performing portfolio finance team supporting private equity, real assets, and private company investments.</p><p><br></p><p>This role owns valuation, accounting, and reporting for complex private investments and works closely with investment, legal, tax, and compliance teams across the full transaction lifecycle. You’ll also contribute to portfolio-wide initiatives, process improvements, and technology-driven enhancements in a fast-paced, sophisticated investment environment.</p>
<p><strong>Bank Teller – Job Description</strong></p><p>The Bank Teller provides frontline customer service by assisting clients with a variety of banking transactions and inquiries. This role requires attention to detail, strong communication skills, and a commitment to maintaining high levels of accuracy and customer satisfaction.</p><p><strong>Day-to-Day Responsibilities:</strong></p><ul><li>Process routine transactions such as deposits, withdrawals, check cashing, and payments</li><li>Assist customers with account inquiries and resolve basic issues</li><li>Verify identification and ensure all transactions meet the bank’s policies and compliance requirements</li><li>Balance cash drawer daily and report discrepancies to management</li><li>Promote bank products and services to customers as appropriate</li><li>Maintain confidentiality of client and bank information</li></ul><p><br></p>
<p><strong>Bank Teller – Job Description</strong></p><p>The Bank Teller provides frontline customer service by assisting clients with a variety of banking transactions and inquiries. This role requires attention to detail, strong communication skills, and a commitment to maintaining high levels of accuracy and customer satisfaction.</p><p><strong>Day-to-Day Responsibilities:</strong></p><ul><li>Process routine transactions such as deposits, withdrawals, check cashing, and payments</li><li>Assist customers with account inquiries and resolve basic issues</li><li>Verify identification and ensure all transactions meet the bank’s policies and compliance requirements</li><li>Balance cash drawer daily and report discrepancies to management</li><li>Promote bank products and services to customers as appropriate</li><li>Maintain confidentiality of client and bank information</li></ul><p><br></p>
<p><strong>Summary:</strong></p><p> The Customer Solutions Center (CSC) Business Direct Banker 1 provided “Simply the Best” service to business banking customers through inbound support and consultative conversations. This role resolved inquiries, identified product referral opportunities, and supported overflow needs across Lines of Business (LOBs). Business Direct Bankers worked independently and collaboratively to meet CSC performance goals while delivering a seamless and professional experience tailored to business clients.</p><p><strong>Duties and Responsibilities:</strong></p><ul><li>Delivered exceptional service to business banking customers by resolving inquiries and providing tailored financial solutions.</li><li>Profiled customers to identify needs and facilitated Service-to-Sales conversations, recommending appropriate Huntington products and services.</li><li>Cross-sold deposit, lending, and digital products while adhering to regulatory and compliance standards.</li><li>Anticipated customer needs and ensured first contact resolution using available tools and resources.</li><li>Maintained up-to-date knowledge of Huntington’s business banking products, services, procedures, and technology platforms.</li><li>Provided overflow support to other CSC specialty teams and LOBs during high-volume periods or strategic initiatives.</li><li>Collaborated with CSC Development Coordinators and Experience team members to share insights and support training efforts.</li><li>Upheld Huntington’s core values and managed reputational risk by complying with all risk and compliance standards.</li><li>Met and exceeded individual and team goals related to availability, customer satisfaction, sales, and quality.</li><li>Performed other duties as assigned to support CSC strategic initiatives and enterprise-wide collaboration.</li></ul>
<p>We are looking for a dedicated and approachable Bilingual Banker to join our team in Milwaukee, Wisconsin. In this Contract to permanent position, you will play a vital role in delivering exceptional service to members while efficiently handling financial transactions. This opportunity is ideal for someone passionate about customer service and eager to contribute to a non-profit organization.</p><p><br></p><p>Responsibilities:</p><p>• Process deposits, withdrawals, loan payments, and other financial transactions with precision and care.</p><p>• Respond to member inquiries and provide tailored solutions to meet their financial needs.</p><p>• Promote credit union products and services to strengthen member relationships and enhance satisfaction.</p><p>• Ensure compliance with all policies and procedures while maintaining accurate financial records.</p><p>• Balance cash drawer daily, identifying and resolving discrepancies promptly.</p><p>• Foster a welcoming environment through outstanding service and professionalism.</p><p>• Assist with email correspondence, order entry, and scheduling appointments when necessary.</p><p>• Collaborate effectively with team members to ensure smooth branch operations.</p><p>• Travel to support other branches as needed, providing consistent service across locations.</p>
<p>We are seeking a customer-focused professional to join our client's Customer Solutions Center as a Business Direct Banker. In this role, you will support business banking clients by handling inbound inquiries, providing solutions, and identifying opportunities to enhance their banking experience. This position blends service and sales, requiring strong communication skills and the ability to navigate a fast-paced, high-volume environment.</p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Serve as a primary point of contact for business clients, delivering timely and accurate support</li><li>Handle inbound calls related to accounts, transactions, and banking services</li><li>Identify client needs and recommend appropriate banking products and solutions</li><li>Promote and refer deposit, lending, and digital banking services when appropriate</li><li>Work toward first-call resolution by using available tools and resources effectively</li><li>Assist other teams and departments during peak volumes or special projects</li><li>Maintain knowledge of business banking products, systems, and procedures</li><li>Ensure all interactions align with compliance, regulatory, and risk standards</li><li>Meet performance goals related to customer satisfaction, quality, and productivity</li><li>Partner with team members and leadership to support training and continuous improvement</li></ul>
We are looking for a Universal Banker to join our team in Santa Barbara, California. This contract position offers an excellent opportunity for individuals with experience in personal banking or teller operations who are eager to provide exceptional customer service and financial solutions. The position focuses on enhancing client relationships, promoting banking products, and ensuring smooth operational processes.<br><br>Responsibilities:<br>• Build and strengthen client relationships by identifying financial needs and offering tailored solutions.<br>• Assist clients with account openings, financial transactions, and inquiries to ensure a seamless banking experience.<br>• Promote and educate customers on digital banking tools and self-service options to simplify their interactions.<br>• Conduct proactive outreach to deepen client engagement and recommend suitable financial products.<br>• Ensure compliance with operational policies and risk management procedures to maintain branch security and efficiency.<br>• Manage cash handling responsibilities, including balancing assigned cash drawers accurately and efficiently.<br>• Address client concerns with professionalism, escalating issues when necessary to resolve them promptly.<br>• Participate in lobby engagement activities to connect with customers and introduce appropriate banking solutions.<br>• Collaborate with branch staff to achieve sales goals and deliver a consistent client experience.<br>• Stay up-to-date on banking products, policies, and procedures to provide accurate and reliable information.
<p>We are looking for a talented Financial Analyst to join our team in San Francisco, California. This role involves analyzing financial data, building models, and providing insights to support decision-making processes. The ideal candidate will have a strong analytical mindset and a proven ability to work with complex data sets. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Serve as the central finance partner for forecasting, annual and long-range planning, and consolidation of revenue, expenses, headcount, and key financial metrics.</li><li>Own financial consolidations and improve budget-to-actuals insight and forecast accuracy through data-driven modeling and close cross-functional collaboration.</li><li>Support monthly close and forecasting by analyzing results, identifying trends, and clearly communicating risks and opportunities to drive business decisions.</li><li>Prepare monthly and quarterly management reporting, including budget vs. actuals analysis, dashboards, and Board materials.</li><li>Enhance operational efficiency by leading system and process improvements, building automation to streamline recurring workflows and reduce errors.</li><li>Take on evolving priorities and ad hoc analyses as business needs arise.</li></ul>
<p>We are looking for a detail-oriented Billing Clerk to join our team in Ephrata, Pennsylvania. In this long-term contract position, you will play a key role in managing billing tasks while contributing to the preparation of automated invoices. The ideal candidate will have strong expertise in billing processes and advanced proficiency in Microsoft Excel.</p><p><br></p><p>Responsibilities:</p><p>• Process and manage billing tasks with accuracy and attention to detail.</p><p>• Prepare automated invoices and ensure proper documentation.</p><p>• Verify and reconcile billing data to maintain consistency.</p><p>• Collaborate with internal teams to address and resolve billing discrepancies.</p><p>• Develop and maintain detailed records of billing transactions.</p><p>• Utilize advanced Excel functions to streamline billing operations.</p><p>• Generate reports to provide insights into billing activities.</p><p>• Ensure compliance with company policies and procedures related to billing.</p><p>• Assist with special projects or additional billing-related tasks as needed.</p><p>If interested please send resume on word document to Jim.kirk@Roberthalf com</p>
We are looking for a skilled Bank Credit Analyst to join our team in Scottsdale, Arizona. This is a Contract to permanent position, offering a unique opportunity for growth within a dynamic environment. The ideal candidate will analyze financial data and assist in evaluating loan requests for both personal and business accounts, making critical recommendations for credit approval.<br><br>Responsibilities:<br>• Evaluate and analyze financial statements and tax returns to assess creditworthiness.<br>• Conduct detailed reviews of loan applications, identifying strengths and weaknesses in financial packages.<br>• Collaborate with internal teams to ensure timely underwriting processes, typically completed within 30 days.<br>• Utilize software tools such as Abrigo by Sageworks to streamline credit analysis.<br>• Provide recommendations for granting credit based on thorough financial assessments.<br>• Support the transition of new borrowers by reviewing and processing their financial documents.<br>• Work closely with management to address any concerns or discrepancies in financial evaluations.<br>• Maintain accurate records and documentation for compliance and audit purposes.<br>• Assist in the onboarding of new software and tools, ensuring seamless integration into daily operations.<br>• Deliver insights and reports to improve credit approval strategies.
<p>We are looking for a diligent and detail-oriented Billing / Administrative Support to join our team in Long Beach, California. In this Contract to permanent position, you will play a key role in supporting the billing operations within the Behavioral Health program, ensuring compliance with Department of Mental Health requirements. This is an excellent opportunity to contribute to a dynamic organization in the social care sector while leveraging your administrative and billing expertise.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>• Assist with billing processes for the mental health component of the Behavioral Health program, ensuring accuracy and timely submissions.</p><p>• Collaborate closely with the Billing Director to meet Department of Mental Health billing standards and deadlines.</p><p>• Maintain and organize sensitive patient information with the highest level of confidentiality.</p><p>• Perform data entry tasks to ensure accurate documentation and record-keeping.</p><p>• Scan and organize files efficiently to support administrative processes.</p><p>• Provide back-office support for billing operations, contributing to a streamlined workflow.</p><p>• Utilize advanced Microsoft Excel skills to manage and analyze billing data effectively.</p><p>• Communicate clearly and professionally in English, both verbally and in writing, to address billing inquiries.</p><p>• Ensure compliance with organizational confidentiality policies when accessing or handling patient information.</p><p><br></p><p><strong>Benefits:</strong> Medical, Dental and Vision Insurance. 401K Retirement, Sick Time Off and Tuition Reimbursement.</p>
<p>This role provides real-time phone support to Retail banking colleagues, offering expert guidance on policies, procedures, systems, and customer service issues. Specialists are expected to deliver coaching and solutions that align with the client's standards. In addition to Retail support, CSC Specialists assist with overflow from other Lines of Business, ensuring consistent service across the enterprise.</p><p><br></p><p><strong>Duties & Responsibilities:</strong></p><ul><li>Provide inbound phone support to Huntington Retail banking colleagues, resolving inquiries related to policies, procedures, systems, and customer service scenarios.</li><li>Deliver coaching and guidance to colleagues to promote best practices and elevate customer experience.</li><li>Resolve complex customer issues through completion, ensuring adherence to service level agreements.</li><li>Support overflow call volume from other Lines of Business (e.g., Business Banking, Wealth Management, Lending), applying cross-functional knowledge and CSC resources.</li><li>Identify and recommend process improvements to enhance internal workflows and external customer service.</li><li>Maintain accurate documentation of interactions and resolutions in CSC systems.</li><li>Participate in team huddles, calibration sessions, and ongoing training to stay current on updates and initiatives.</li><li>Perform other duties as assigned.</li></ul><p><br></p>
<p><em>The salary range for this position is up to $190,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p>You know what’s awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><br></p><p><strong><u>Position Responsibilities</u></strong></p><ul><li>Work with Senior Leadership Team and Financial Leadership Team to understand the company’s vision and strategy and develop integrated EPM vision and strategies that are aligned with the company's overall strategic initiatives and financial objectives</li><li>Facilitate the establishment of daily, weekly and monthly reporting requirements</li><li>Give significant input to the development of company enterprise structure required to achieve reporting requirements and coordinate with finance and IT resources towards implementation of a transaction systems all the way through EPM reporting systems</li><li>Participate in the selection and configuration of EPM reporting tools consisting of 1) Actual Consolidation, 2) Planning and Forecasting, 3) Workforce Planning, 4) Long Range Planning (3 to 5 years), 5) Integrated Management Reporting and 6) External / SEC Reporting among others [tools currently being implemented are Tagetik and SAP’s SAC]</li><li> Create the vision and strategies for actual, plan / forecast and long range planning reporting</li><li>Establish financial standard reports to assure “one version of the truth”</li><li>Create and govern required reporting Master Data Management (MDM) Change Control processes (for entities, profit centers, cost centers, chart of accounts, standard reporting formats among others) as part of the Enterprise Master Data Governance program.</li><li>Establish links between various transformation initiatives and business strategies using methods/approaches such as capability assessment, business/financial analysis, process management and re-design, organizational assessment and stakeholder management</li><li>Contribute with financial specific expertise in establishing governance program conducted by the Master Core Data Team.</li><li>Support acquisition integration efforts by developing/enhancing playbook activities and repeatable processes for efficient and timely integration of financial data</li><li>Provide direct oversight for the management and prioritization of key projects and milestones. Responsible for overall project/program quality assurance</li><li>Provide thought leadership to ensure program objectives are achieved and stakeholders are aligned</li><li>Work directly with key stakeholders and business partners to drive improvements in core financial processes such as close/consolidations; planning, budgeting and forecasting; and management reporting</li><li>Foster continuous improvement mindset to drive change, improve access to critical information and enhance decision support capabilities across finance</li></ul>
<p>A local nonprofit organization is seeking a finance professional to serve as the organization’s finance lead. This individual‑contributor position partners with senior leadership, supports development staff with clear financial reporting, maintains financial controls and procedures, and ensures overall fiscal health.</p><p><br></p><p><strong>DUTIES & RESPONSIBILITIES: </strong></p><ul><li>Lead financial strategy, annual budgeting, and forecasting with senior leadership; monitor organizational performance and provide insights for informed decision‑making.</li><li>Oversee day‑to‑day financial operations, including accounting, cash management, reconciliations, payroll, AP/AR, and management of restricted funds, while ensuring adherence to internal controls and policies.</li><li>Manage the full financial reporting cycle, including monthly closes, dashboard creation, maintenance of financial schedules, audit preparation, and coordination of the annual Form 990.</li><li>Ensure organizational compliance with grant requirements, donor intent, cost allocations, tax filings, reserve policies, and obligations related to loans and property taxes.</li><li>Maintain and continually improve financial procedures, documentation, and systems to support operational efficiency and organizational effectiveness.</li><li>Translate financial data into clear, concise materials tailored for senior leadership, board members, and committees to support understanding and decision‑making.</li><li>Execute grant‑related financial tasks such as billing, invoicing, and financial tracking in coordination with program staff who manage applications and programmatic requirements.</li></ul><p><strong>Hybrid role based in Olympia, WA</strong> (primarily remote, but requires in-office work).</p><p><strong>Pay Range:</strong> $60,000–$65,000 (Full‑time, Non‑Exempt)</p><p><strong>Benefits Summary:</strong></p><ul><li>100% employer‑paid health, dental & vision for employees and spouse</li><li>Employer retirement contributions</li><li>Hybrid schedule with flexible hours</li><li>11 paid holidays, accrued sick leave, and 2–6 weeks of PTO based on tenure</li></ul>
<p>The HFA New Accounts Specialist plays a vital role in ensuring the accurate and efficient execution of the firm’s account opening and maintenance processes. This position works within a defined workflow to review submitted documentation, identify deficiencies, and provide timely, clear feedback to investment representatives. As the first point of contact for the field regarding account updates, the specialist is expected to deliver exceptional service and maintain a high standard of quality in every review.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Review new account applications and maintenance requests for accuracy, completeness, and compliance with firm and regulatory requirements.</li><li>Communicate directly with investment representatives to provide timely feedback and request any missing or corrected information.</li><li>Ensure all submissions meet internal standards before processing.</li><li>Maintain thorough knowledge of account types, required documentation, and relevant policies.</li><li>Accurately document review outcomes and track workflow progress within designated systems.</li><li>Collaborate with internal teams to identify process improvements and enhance the client and representative experience.</li><li>Respond promptly to inquiries from investment representatives and provide guidance on proper submission procedures.</li><li>Uphold high-quality control standards to support operational excellence.</li></ul>
<p>120,000 - 150,000</p><p><br></p><p>benefits:</p><ul><li>medial</li><li>paid time off</li><li>work/life balance</li></ul><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee daily branch operations to ensure efficiency, accuracy, and compliance.</li><li>Manage and coach branch staff, including tellers and bankers, to support growth and performance.</li><li>Lead branch sales efforts, strengthen customer relationships, and meet business development targets.</li><li>Handle escalated customer issues with effective resolution.</li><li>Ensure adherence to all bank policies, procedures, and regulatory requirements.</li><li>Monitor branch performance metrics, generate reports, and implement improvement strategies.</li></ul>
We are looking for a motivated and personable Bilingual Bank Teller to join our team in Milwaukee, Wisconsin. This Contract to permanent position is ideal for someone who thrives in a customer-focused environment and has a passion for assisting individuals with their financial needs. As part of a non-profit credit union, this role emphasizes delivering exceptional service while performing accurate financial transactions.<br><br>Responsibilities:<br>• Process a variety of financial transactions, including deposits, withdrawals, loan payments, and account transfers.<br>• Address account inquiries and provide tailored solutions to meet members' financial needs.<br>• Promote and educate members about credit union products and services to strengthen relationships.<br>• Ensure compliance with organizational policies and procedures while maintaining accurate transaction records.<br>• Balance cash drawer daily and quickly resolve any discrepancies.<br>• Deliver exceptional customer service, creating a welcoming and positive experience for all members.<br>• Collaborate with team members to support overall branch operations and member satisfaction.<br>• Travel occasionally to assist other branches when needed.
<p>We are looking for a detail-oriented and driven Loan Officer to join our team in Savannah, Georgia. In this role, you will play a critical part in helping businesses secure funding by leveraging your expertise in loan products and business development. This position offers an exciting opportunity to build strong community relationships while guiding clients through the loan process.</p><p><br></p><p>Responsibilities:</p><p>• Identify, qualify, and secure new small business clients seeking loans</p><p>• Build and maintain relationships with referral sources such as bankers, realtors, CPAs, attorneys, and community leaders.</p><p>• Develop an in-depth understanding of various loan products, including SBA 504, SBA 7(a), and Microloan Programs, as well as local loan initiatives.</p><p>• Educate small business owners and referral partners on the benefits of the organization's loan products and advisory services.</p><p>• Meet or exceed annual loan production goals by effectively managing loan requests from origination to approval.</p><p>• Negotiate terms, structure loan projects, and secure approvals from loan committees and funding sources while adhering to credit policies and procedures.</p><p>• Conduct site visits to evaluate collateral and identify potential risks, documenting findings appropriately.</p><p>• Work with senior leadership to address issues in existing loan relationships and develop actionable solutions.</p><p>• Collaborate with marketing peers to promote the organization’s mission and loan products to the community.</p><p>• Build partnerships with industry professionals and engage with local business development organizations to foster growth.</p>
<p>We are in search of a dynamic Loan Officer on a long term contract/contract to hire basis to drive the growth of a mission-focused small business lending program in Boston, with an emphasis on supporting underserved entrepreneurs. </p><p><br></p><p>This pivotal role blends business development, credit analysis, underwriting, portfolio management, and client financial coaching. The Senior Loan Officer is responsible for originating and managing a high-quality loan pipeline, assessing creditworthiness, and ensuring equitable lending decisions. </p><p><br></p><p>Key duties include expanding community partnerships, delivering technical assistance to borrowers, and supervising other Lending reops to foster continuous improvement across the team. The successful candidate will have deep experience in small business or CDFI lending, a commitment to racial equity, and strong leadership, relationship-building, and analytical skills. Fluency in Cape Verdean Creole, Spanish, or Haitian Creole and familiarity with Boston’s neighborhoods are valued assets. This role is ideal for professionals passionate about advancing economic mobility and community development.</p><p><br></p>