<p>Robert Half Financial Services is recruiting for a Money Market/Repo Trade Support role for a global boutique Bank firm located in midtown Manhattan. Our client requires 3+ years Money Market or Repo Trade Operations experience at a Bank, with knowledge of MM, Repo, FX products. Experience using Opics system is advantageous. This role is hybrid remote requiring 2-3 days per week in the midtown Manhattan office.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Price fix/floating rate notes based on swap, credit risk and yield curve considerations</li><li>Price Repo collateral based on specific issue and technical factors in the treasury market</li><li>Price USD/FX Depo Swap based on exchange rates</li><li>Other financial instruments that the Branch considers strategically appropriate</li><li>Forecast running cash position and calculate how each transaction influences current and future cash flows</li><li>Maintain Repo I/O ratio in conjunction with internal limits</li><li>Maintain DTC clearing fund requirements and prevent any limit breaches</li><li>Develop relationship with counterparties (inter-Bank, Dealers, FICC, MMF, and FRB)</li><li>Participate in meetings/events where the market participants participate and make/keep relationships with them</li><li>Inputting transactions into the Opics System</li><li>Perform daily settlement of the Bank’s balances with Branch’s primary bank, assuring positive balances and no over drawn accounts</li><li>Execute all short-term funding needs and trading activities within authorized limits</li><li>Make FICC margin call RINGI</li><li>Make transaction RINGI reports</li><li>Monitor credit lines for potential problems and devise solutions to minimize the Branch’s risk exposure</li><li>Acquire and analyze market information and share with the TR group and management when needed</li><li>Control, reconcile and adjust the Opics system, ensuring accuracy of all cash trader’s details</li><li>Quote rates to our Loan Group and accommodate their funding/repayment needs and adjustments</li><li>Make internal tickets of loan transactions for the Operation Group</li><li>Prepare and secure all necessary documents in accordance with internal compliance guidelines</li><li>Prepare “Know Your Customer Questionnaire” for new counterparties</li><li>Participate in various projects at the beginning stage and make suggestions</li></ul>
We are looking for a customer-focused Bank Teller to join a branch team in Fountain, Colorado on a Contract basis. In this role, you will support daily banking activity by assisting clients with routine financial transactions, answering service questions, and helping maintain accurate branch records. This position is well suited for someone who is detail-oriented, dependable, and comfortable working directly with customers in a fast-paced environment.<br><br>Responsibilities:<br>• Manage day-to-day teller transactions such as deposits, withdrawals, account transfers, payment processing, and check cashing with accuracy and efficiency.<br>• Reconcile and balance the cash drawer at the end of each shift while maintaining complete and precise transaction documentation.<br>• Assist customers with questions related to account activity, branch services, and available financial products in a clear and helpful manner.<br>• Identify client needs and recommend appropriate banking products or services that align with their financial goals.<br>• Confirm customer identity and follow established banking procedures to support regulatory compliance and secure transaction handling.<br>• Provide support with account servicing tasks, including opening, updating, and closing accounts as required.<br>• Protect sensitive financial data by handling all customer and account information with discretion and care.<br>• Contribute to smooth branch operations and deliver a welcoming, service-oriented experience for every customer.
<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>
We are looking for a dependable and service-oriented Bank Teller/Clerk to support branch operations in San Diego, California. This Long-term Contract opportunity is ideal for someone who enjoys helping customers, handling financial transactions accurately, and maintaining a high standard of service in a fast-paced banking environment. The person in this role will assist with everyday account activity, provide clear guidance to clients, and help ensure smooth and compliant branch service.<br><br>Responsibilities:<br>• Welcome clients and process routine banking activity such as deposits, withdrawals, payments, and general account-related requests with accuracy and care.<br>• Respond to customer questions and work through account concerns or transaction issues in a detail-oriented and timely manner.<br>• Explain relevant banking products, services, and current offerings to help customers identify useful solutions for their needs.<br>• Record transaction details accurately, protect confidential financial information, and use branch systems to complete documentation and reporting.<br>• Count, balance, and reconcile the cash drawer at the end of each shift, researching and resolving any differences promptly.<br>• Prepare currency and coin for secure storage or transfer in accordance with established branch procedures.<br>• Follow all internal controls, security standards, and banking regulations when handling cash and client account information.<br>• Maintain an orderly workstation and present a customer-ready presence throughout the day.<br>• Build positive customer relationships that encourage trust, satisfaction, and continued use of branch services.
<p>We are looking for a service-oriented Universal Banker to support members with day-to-day banking needs while identifying solutions that align with their financial goals in the MetroWest area, Massachusetts. This Long-term Contract opportunity is ideal for someone who enjoys building relationships, delivering accurate transaction support, and guiding members through deposit and lending options in a credit union environment. The role combines hands-on account service, consumer lending support, and consultative conversations designed to strengthen member satisfaction and deepen overall engagement.</p><p><br></p><p>Responsibilities:</p><p>• Build strong product knowledge across deposit, lending, and related financial services so members receive well-informed guidance tailored to their situations.</p><p>• Engage members in meaningful conversations to understand financial priorities, recommend suitable solutions, and connect them with specialized resources when needed.</p><p>• Open new memberships, expand existing relationships, and promote relevant credit union offerings through thoughtful, needs-based service.</p><p>• Conduct consumer loan discussions, collect and enter application details accurately, evaluate supporting information, and help move qualifying loans through the closing process within established guidelines.</p><p>• Review credit-related information and lending conditions to identify documentation needs, collateral considerations, and cases that require additional review.</p><p>• Support retirement and mortgage-related service needs by assisting with eligible account activity, maintaining required registration standards, and directing members to specialists when appropriate.</p><p>• Prepare, deliver, and retain required disclosures and records in accordance with policy, regulatory expectations, and internal procedures.</p><p>• Manage daily cash operations by balancing assigned drawers, monitoring cash and negotiable instrument inventories, and helping reconcile branch activity as needed.</p><p>• Provide branch support through operational oversight when assigned, maintain compliance with credit union standards, and stay current on procedures, tools, and service expectations.</p><p>• Represent the organization professionally across branch locations and in community-facing activities, contributing to special projects and broader team goals when requested.</p>
<p>We are looking for a customer-focused Personal Banker to join our team on a Contract basis. This role supports daily branch operations by assisting clients with account services, processing routine banking transactions, and helping identify financial products that align with customer needs. The ideal candidate brings strong communication skills, sound judgment, and a solid understanding of banking practices and compliance standards.</p><p><br></p><p>Responsibilities:</p><p>• Deliver attentive and detail-oriented service to customers, ensuring each interaction is handled promptly and respectfully.</p><p>• Guide clients through account openings, certificate of deposit transactions, and other deposit-related services while confirming documentation is complete and accurate.</p><p>• Address account questions and service concerns by researching issues and providing practical, timely resolutions.</p><p>• Recommend appropriate banking products and share relevant information with customers to support relationship growth and service needs.</p><p>• Complete teller and branch transactions, including deposits, withdrawals, check handling, night drop processing, and daily balancing activities.</p><p>• Verify customer identity, review required information, and follow compliance procedures when opening, maintaining, or closing accounts.</p><p>• Support operational tasks such as debit card requests, check orders, cash shipments, supply monitoring, proof balancing, and monthly reporting assistance.</p><p>• Represent the bank in the local community and contribute to business development efforts by building strong customer relationships.</p><p>• Assist branch leadership and provide broader support for deposit operations and other assigned banking activities as needed</p>
<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>The Vice President of Enterprise/Operational Risk Management is an organizational leader responsible for maintaining, and enhancing the firm’s enterprise and operational risk framework to ensure the safety, soundness, and resiliency of the organization. This role partners closely across all business units, technology, security, compliance, as well as, internal audit to identify, assess, monitor, and mitigate risks across the organization. The ideal candidate will be a strategic thinker with a deep understanding of the financial services industry, possessing strong leadership skills to drive operational excellence and risk mitigation across the institution. They will possess strong leadership skills to guide cross-functional teams, excellent communication abilities to engage with senior leadership and external stakeholders, and critical thinking to analyze complex situations and drive effective solutions. </p><p><br></p><p><strong>Duties and Responsibilities</strong></p><p><strong>Risk Framework & Governance</strong></p><ul><li>Manage the delivery of the Enterprise Risk Management framework with a focus on continuous improvement.</li><li>Play a leading role in the delivery of ERM/ORM’s strategic objectives (e.g., leading maturity efforts, project managing and reporting on key initiatives, providing training and awareness).</li><li>Participate in risk governance activities, including risk committees, issue escalation processes, and cross-functional coordination forums. </li><li>Optimize second line risk reporting and visualization standards.</li><li>Maintain and update second line risk policies, standards, and procedures. </li></ul><p><strong>Risk Identification, Assessment & Measurement</strong></p><ul><li>Conduct and oversee periodic risk and control assessments (RCSAs), scenario analyses, and emerging risk reviews across business lines. </li><li>Evaluate risk exposures including operational failures, cyber threats, process weaknesses, third-party risk, and business disruption vulnerabilities. </li><li>Partner with business stakeholders to identify control gaps and define actionable remediation plans. </li></ul><p><strong>Monitoring, Reporting & Issue Management</strong></p><ul><li>Monitor and report on key risk indicators (KRIs) and prepare loss-event analytics, and risk dashboards to enable data‑driven decision-making. </li><li>Provide timely and accurate reporting to executive leadership and board committees regarding risk exposures, trends, and issues. </li><li>Ensure Enterprise/Operational Risk issues are properly tracked, escalated, mitigated, and validated for closure. </li></ul><p><strong>Business Partnership & Advisory</strong></p><ul><li>Serve as a trusted adviser to business lines, guiding risk-aware decision-making and promoting a strong risk culture across the enterprise. </li><li>Provide risk expertise on new products, strategic initiatives, and major process changes. </li><li>Support internal audit reviews as well as external reviews by preparing documentation, responding to inquiries, and overseeing remediation actions in a timely and complete manner. </li></ul><p><strong>Leadership & Risk Culture</strong></p><ul><li>Lead and develop a team of operational risk professionals, providing mentorship, training, and fostering a culture of accountability and excellence</li><li>Assist in the design and maturation of efforts to promote a strong Risk Culture and Awareness Program</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.