36 results for Banking And Financial Services jobs

Financial Services Admin

Columbus, OH
onsite
Temporary
20 - 24 USD / Hourly
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. Key Responsibilities:<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>
2026-03-20T00:00:00Z

Financial Services Representative

Charleston, SC
onsite
Contract / Temporary to Hire
18.2115 - 23 USD / Hourly
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. Responsibilities: • Process customer transactions efficiently, including deposits, withdrawals, and payments. • Assist members with opening new accounts and guiding them through available banking products. • Deliver high-quality customer service by addressing inquiries and resolving issues promptly. • Ensure compliance with banking regulations and policies in all interactions. • Handle cash accurately and maintain proper cash drawer balancing. • Educate customers on credit union and banking services to help them make informed financial decisions. • Collaborate with team members to achieve customer satisfaction goals. • Maintain detailed and accurate records of transactions and account activities. • Stay informed about updates to banking services and products to provide current information to customers. • Support team efforts in meeting organizational objectives and promoting a positive work environment.
2026-03-19T00:00:00Z

Business Analyst - Financial Services

Carpinteria, CA
onsite
Permanent
68000 - 75000 USD / Yearly
We are looking for a skilled Business Analyst to join our team in Carpinteria, California. This role primarily supports operational desks, adapts to varying workloads, and collaborates on Level 2 projects and processes. The ideal candidate will act as a liaison between operations stakeholders and IT, ensuring seamless system functionality while driving operational excellence. Responsibilities: • Provide additional support to operational desks based on workload and departmental needs. • Manage Level 2 projects and processes, including quarterly quality checks, audits, and ad-hoc initiatives. • Serve as a liaison between operations stakeholders and IT for system specifications, work plan coordination, and issue tracking. • Analyze operational and system trends, identify problematic areas, and recommend actionable solutions to management. • Process service requests and research requests within the department effectively. • Collaborate with department managers to evaluate processes, identify inefficiencies, and propose enhancements. • Report trends and insights to help inform training needs and process improvements. • Coordinate testing and implementation for new systems while monitoring performance of existing systems. • Ensure compliance with business continuity plans by being prepared to perform essential functions remotely during critical events.
2026-03-24T00:00:00Z

Financial Analyst - Financial Services

West Des Moines, IA
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a detail-oriented Accountant to join our clients team in Des Moines, Iowa. In this role, you will play a key part in the preparation and review of financial statements, ensuring compliance with regulatory standards and supporting quarterly and annual reporting processes. This position offers the opportunity to collaborate closely with external auditors and contribute to process improvement initiatives within the financial reporting domain. Responsibilities:• Support the quarterly financial statement close process by preparing and reviewing reconciliations and analysis files.• Assist in the creation and review of financial statements and other regulatory filings, including Form 10-Q and Form 10-K.• Collaborate with external auditors to facilitate audits and reviews effectively.• Participate in the preparation of presentations and proxy statements for stakeholders.• Contribute to the improvement of financial reporting processes to enhance efficiency and accuracy.• Maintain compliance with SEC reporting requirements and ensure accurate documentation.• Engage in actuarial and related discussions to support financial decision-making.• Perform additional tasks as assigned to support the financial reporting team.A
2026-02-26T00:00:00Z

Financial Analyst - Financial Services

Moline, IL
remote
Permanent
70000 - 90000 USD / Yearly
🚨 Hot Opportunity Alert! 🚨💼 Are you ready to take your career to the next level? 💼We’re on the hunt for a Senior Financial Analyst who thrives on data, embraces challenges, and has the skills to make an impact with a growing organization in the financial services industry (specifically banking). 🚀👉 Why Make the Leap? 👈🌟 Incredible Culture: Small family-like environment where ideas are heard, people are valued, and you’re not just a number.💡 Endless Opportunity: Be part of a growing, game-changing team where your contributions matter. No “cookie-cutter” days here—your insight will shape projects, reporting, and profitability across the organization.🛠️ Innovative Team Collaboration: Work with approachable leadership and a dynamic team that’s building something extraordinary.📈 Career Growth Awaits: If you have a vision, they’ll empower you to act on it. Develop with a company that’s willing to innovate and invest.👉 The Role Highlights:✔️ Be the bridge for financial intelligence—help turn data into actionable insights.✔️ Dive into analytics-heavy initiatives—profitability, forecasting, budgeting, and month-end processes.✔️ Collaborate with product and channel managers to refine decision-making tools.✔️ Opportunities to improve systems (hello, SQL and PowerBI!) and drive impactful results.✔️ Not just "doing" the work but enhancing and molding the organization’s path forward.🌍 Remote Flexibility: The team remote., but with scheduled in-person meetups to stay connected. Prefer to be on-site? You can do that, too. Candidate must be within a reasonable commute to HQ.🫶 Why Now?This is your chance to work with a fun, smart, and growth-driven team making waves in the financial services industry. If you’re gainfully employed but looking for somewhere to grow, collaborate, and make an impact—this is it. Let’s discover some mutual possibilities 🌟
2026-03-05T00:00:00Z

Banking Assistant

Hunt Valley, MD
onsite
Temporary
21.19 - 24.88 USD / Hourly
Position Overview: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.Key Responsibilities:<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>
2026-03-20T00:00:00Z

Corporate Finance

San Francisco, CA
onsite
Permanent
140000 - 160000 USD / Yearly
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. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<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>
2026-03-06T00:00:00Z

Finance

Boston, MA
onsite
Permanent
130000 - 170000 USD / Yearly
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. 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.
2026-03-06T00:00:00Z

Finance

Boston, MA
onsite
Permanent
115000 - 150000 USD / Yearly
A leading investment organization is seeking a Finance professional to join its Boston team. In this role, you’ll partner with investment, legal, tax, and operations teams to support a diversified portfolio and ensure high‑quality accounting, reporting, and performance analysis.You will take a key role in overseeing real assets investments—such as real estate, private credit, and private equity—while contributing to broader cross‑asset initiatives. This position offers the opportunity to collaborate with internal stakeholders and external partners, maintain regulatory compliance, and support the full lifecycle of portfolio investments.
2026-02-26T00:00:00Z

Finance

Boston, MA
onsite
Permanent
85000 - 90000 USD / Yearly
Our client is a reputable and world-renowned Asset Management firm is looking to bring onboard a Finance Associate to the team.The Finance team manages and reports on a diverse investment portfolio while collaborating with internal and external stakeholders. This role focuses on private equity investments, with exposure to other asset classes like hedge funds, public equity, and real estate. Key responsibilities include managing valuation and accounting, overseeing fund administrators, collaborating on investment closings, and conducting financial analysis.
2026-02-26T00:00:00Z

Finance Support

Seattle, WA
onsite
Temporary
24 - 24.16 USD / Hourly
We are looking for a skilled Finance Support professional to provide comprehensive support for a global employee benefit program operating across 16 countries. This role focuses on maintaining financial accuracy and streamlining processes while ensuring compliance with international standards. As a hands-on contributor, you will work closely with large datasets, manage multi-currency budgets, and drive operational efficiency through automation. This is a Long-term Contract position based in Seattle, Washington. Responsibilities:• Develop and maintain rolling budget forecasts by gathering cost inputs and validating assumptions with internal stakeholders.• Reconcile actual expenditures against forecasted budgets, investigate variances, and recommend corrective actions to improve accuracy.• Prepare and track accrual entries to ensure costs are recognized in the appropriate accounting periods.• Collaborate with finance and accounting teams to support month-end and quarter-end close processes.• Design and implement scalable financial systems to enhance efficiency and reduce manual workloads across recurring processes.• Identify opportunities for automating reporting workflows and streamline financial operations.• Support the development and optimization of global payment strategies, ensuring compliance with international regulations.• Partner with program managers, legal teams, and tax advisors to address financial planning and tax-related challenges.• Conduct detailed variance analyses and provide clear narratives to leadership regarding financial performance.• Contribute to building a robust financial infrastructure that supports the program's long-term global operations.
2026-03-02T00:00:00Z

Financial Services Representative - Charlotte, NC

Charlotte, NC
onsite
Temporary
20.25 - 20.25 USD / Hourly
We are looking for a dedicated Financial Services Representative to join our team in Charlotte, North Carolina. This is a contract position requiring onsite work five days a week. The role includes opportunities for skill development through a company-sponsored training program, enabling candidates to earn Series 7 and Series 63 licenses. Responsibilities: • Participate actively in a structured online preparation program for Series 7 and Series 63 licensing exams, ensuring adherence to study schedules and comprehension of course material. • Learn and apply company systems and procedures to educate clients and advisors on available services, enabling efficient self-service and resolving usability issues. • Utilize available resources effectively to make informed decisions, ensure timely completion of tasks, and escalate concerns when necessary to improve customer satisfaction. • Incorporate feedback from peers, coaches, and leaders to enhance processes, meet efficiency targets, and improve caller experiences. • Address customer inquiries using various systems, providing accurate information and collaborating with internal partners to resolve outstanding issues. • Process routine service requests and transactions accurately while maintaining a clear sense of accountability and ownership. • Provide guidance on company policies, troubleshooting issues, and delivering solutions to improve client and advisor interactions. • Collaborate with business partners to address customer needs, resolve issues, and enhance service delivery. • Support skill development goals, including the attainment of Series 7 and Series 63 licenses, through disciplined study and training efforts. • Maintain consistent communication with customers and stakeholders to ensure alignment and satisfaction.
2026-03-23T00:00:00Z

Financial and Advisor Specialist

New Gloucester, ME
onsite
Temporary
20 - 20 USD / Hourly
We are looking for a detail-oriented Financial and Advisor Specialist to join our team in New Gloucester, Maine. This is a long-term contract position where you will play a key role in guiding students through their academic journey and financial aid processes. The ideal candidate will have a passion for customer service and advising, along with the ability to work collaboratively in an office setting. Responsibilities: • Assist students with course scheduling and provide insights into academic programs and career pathways. • Respond to inquiries about financial aid options and processes to ensure students have a clear understanding. • Offer personalized advising to support students in achieving their educational goals. • Maintain accurate records of account setups and incoming payments to ensure smooth administrative operations. • Handle phone communication with professionalism, addressing student concerns and providing prompt resolutions. • Collaborate with team members to enhance the advising experience and improve operational efficiency. • Monitor and oversee administrative tasks related to student financial aid processes. • Deliver exceptional customer service to students and their families to create a positive advising experience. • Support the team in executing day-to-day office tasks and ensuring compliance with institutional policies.
2026-03-23T00:00:00Z

Bank Operations Specialist

Austin, TX
onsite
Contract / Temporary to Hire
25 - 28 USD / Hourly
We are looking for a Bank Operations Specialist to join our team in Austin, Texas. This Contract to permanent position is an excellent opportunity for professionals eager to contribute to a dynamic environment within the financial services industry. The role involves a variety of operational tasks, customer service responsibilities, and support for banking processes. Responsibilities: • Process wire transfers accurately and efficiently while adhering to compliance regulations. • Open and close consumer and commercial accounts, ensuring proper documentation and procedures are followed. • Assist customers with deposits, withdrawals, payments, and account inquiries, providing exceptional service. • Conduct audits and pull required documentation for formal complaints or subpoenas. • Balance internal accounts and general ledgers as needed to maintain financial accuracy. • Review detailed reports and generate custom notices for bank customers. • Support online banking and cash management functions, including bill payment services. • Handle transaction disputes with professionalism and attention to detail. • Prepare and process night deposits and assist with vault balancing tasks. • Collaborate with product support teams to address operational challenges effectively.
2026-03-23T00:00:00Z

Bilingual Banker

Milwaukee, WI
onsite
Contract / Temporary to Hire
18 - 22 USD / Hourly
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. Responsibilities:• Process deposits, withdrawals, loan payments, and other financial transactions with precision and care.• Respond to member inquiries and provide tailored solutions to meet their financial needs.• Promote credit union products and services to strengthen member relationships and enhance satisfaction.• Ensure compliance with all policies and procedures while maintaining accurate financial records.• Balance cash drawer daily, identifying and resolving discrepancies promptly.• Foster a welcoming environment through outstanding service and professionalism.• Assist with email correspondence, order entry, and scheduling appointments when necessary.• Collaborate effectively with team members to ensure smooth branch operations.• Travel to support other branches as needed, providing consistent service across locations.
2026-03-24T00:00:00Z

Finance Lead

Chicago, IL
onsite
Permanent
185000 - 190000 USD / Yearly
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]. 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. Position Responsibilities<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>
2026-03-10T00:00:00Z

Finance Lead

Olympia, WA
onsite
Permanent
60000 - 65000 USD / Yearly
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. DUTIES & RESPONSIBILITIES: <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>Hybrid role based in Olympia, WA (primarily remote, but requires in-office work).Pay Range: $60,000–$65,000 (Full‑time, Non‑Exempt)Benefits Summary:<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>
2026-03-20T00:00:00Z

Personal Banker

Cerritos, CA
onsite
Temporary
21 - 24 USD / Hourly
We are looking for a customer-oriented Personal Banker to join our client's team on a contract basis in Cerritos, California. The Personal Banker delivers exceptional customer experience, builds relationships, and helps small business customers succeed financially. Also, the Personal Banker engages customers to probe and understand their financial needs and present products, services and mobile options that align with those needs and complies with Federal and state law policies and procedures. ESSENTIAL FUNCTIONS: <ul><li>Provides excellent customer service and operational quality.</li><li>Achieves high level standards with work processes and outcomes; completes servicing transactions accurately and efficiently, which may include, maintaining a cash drawer, cash handling and balancing. Monitors and checks work for precision, clarity, and completeness; produces quality results.</li><li>Manages and oversees branch customer accounts, including opening, closing, and monitoring of transactions.</li><li>Processes customers’ deposits, withdrawals, cash advances, stop payments, blocks, wire transfers and any other transaction needed by the customer.</li><li>Develops strong knowledge of bank products and services; recommends bank services that align with customer needs and cross sells effectively.</li><li>Leverages tools and resources to ensure accurate and consistent information of bank products and services and connects those to customer needs.</li><li>Researches customer inquiries and ensures satisfactory resolution. Resolves technical and tactical issues related to account opening process, teller and customer service transactions.</li><li>Analyzes customer information to identify opportunities for growth and expansion of services and advises Branch management.</li><li>Assists management with planning and execution of visibility activities to achieve Branch business targets, including sales/marketing and advertising campaigns.</li><li>Conducts followup calls for assessing customer service and for growing customer portfolio.</li><li>Sets up and attends customer appointments relating to assistance with new and existing accounts.</li><li>Maintains records/ log for various follow up calls/ lead generation etc. as applicable.</li><li>Supports Bank compliance efforts by completing compliance and other technical training workshops as assigned. Ensures compliance with all Bank policies and procedures, as well as applicable state and federal banking regulations including but not limited to: BSA and OFAC requirements, Regulation E, Regulation GG, and ACH Rules.</li><li>Reviews reports to detect Suspicious Activity and files required reports to the BSA Officer or designee as found.</li><li>Adheres to Bank policies and procedures and complies with all United States Federal and State Regulations including the Bank Secrecy Act, AntiMoney Laundering Act, Elder Abuse Law, PATRIOT Act, and OFAC laws and their implementing regulations. Complies with Wage and Hour regulations, including but not limited to taking meal and rest periods timely, recording time accurately, and reviewing/approving timecard.</li><li>Regular and punctual attendance is required.</li></ul>
2026-03-24T00:00:00Z

Personal Banker

San Francisco, CA
onsite
Temporary
38 - 44 USD / Hourly
Robert Half has a Personal Banker opening with one of its clients in San Francisco. This role supports a regional financial institution (Credit Union or regional Bank) with a strong focus on community engagement and personalized client services. This role also collaborates closely with branch and back-office teams to ensure smooth operations and a consistent client experience.Duties:<ul><li>Perform daily branch functions including teller transactions, wire processing, cash handling, debit card support, and other routine account‑servicing activities.</li><li>Meet with clients in person and by phone to understand their banking needs, explain available products, and support onboarding and setup of new services.</li><li>Maintain, service, and open consumer and business accounts while ensuring compliance with all regulatory standards such as BSA, KYC, and internal operational policies.</li><li>Handle client inquiries by researching issues, resolving discrepancies, managing escalations, and assisting through various communication channels, including shared email inboxes and digital service tools.</li></ul>
2026-03-11T00:00:00Z

Bank Credit Analyst

Scottsdale, AZ
onsite
Contract / Temporary to Hire
28 - 38 USD / Hourly
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. Responsibilities: • Evaluate and analyze financial statements and tax returns to assess creditworthiness. • Conduct detailed reviews of loan applications, identifying strengths and weaknesses in financial packages. • Collaborate with internal teams to ensure timely underwriting processes, typically completed within 30 days. • Utilize software tools such as Abrigo by Sageworks to streamline credit analysis. • Provide recommendations for granting credit based on thorough financial assessments. • Support the transition of new borrowers by reviewing and processing their financial documents. • Work closely with management to address any concerns or discrepancies in financial evaluations. • Maintain accurate records and documentation for compliance and audit purposes. • Assist in the onboarding of new software and tools, ensuring seamless integration into daily operations. • Deliver insights and reports to improve credit approval strategies.
2026-03-20T00:00:00Z

Floater - Universal Banker

Shrewsbury, MA
onsite
Contract / Temporary to Hire
20 - 20 USD / Hourly
We are looking for a motivated and customer-focused Floater - Universal Banker to join our team in Shrewsbury, Massachusetts. This Contract to permanent position involves delivering exceptional member service by providing tailored banking solutions and fostering strong relationships with clients. The ideal candidate will have a solid understanding of financial products and services, along with the ability to travel between branches as needed. Responsibilities: • Conduct in-depth needs assessments to recommend suitable financial products and services to clients. • Open and maintain consumer and business accounts while ensuring accuracy and compliance. • Perform consumer loan interviews, evaluate creditworthiness, and manage loan closings effectively. • Provide guidance on mortgage and credit union partner offerings, serving as a knowledgeable resource for members. • Handle cash transactions, balance branch inventories, and ensure accurate financial reporting. • Deliver outstanding customer service by addressing inquiries and resolving issues promptly. • Cross-sell relevant programs and services to meet member needs and achieve branch goals. • Supervise branch staff as required, ensuring adherence to policies and regulatory standards. • Participate in community events and projects to enhance the credit union's visibility. • Travel to various branch locations, demonstrating flexibility and adaptability.
2026-03-24T00:00:00Z

Registered Client Services

Miami, FL
onsite
Permanent
90000 - 105000 USD / Yearly
We are looking for a dedicated Registered Client Services candidate to join our my clients team in Miami, Florida. In these roles, you will play a vital part in managing high-net-worth client accounts, ensuring seamless financial operations, and delivering exceptional service. The ideal candidate is bilingual in Spanish and English, has a strong background in wealth management, and excels in handling complex financial transactions. Responsibilities:• Oversee and manage client accounts, ensuring accuracy and timeliness in all transactions.• Process money movements, including credit card transfers and account transactions, with precision.• Facilitate the setup and management of new client accounts while adhering to compliance standards.• Handle password resets and maintain secure access for client accounts.• Prepare and verify documentation, ensuring all reporting aligns with regulatory compliance.• Act as a liaison between clients and legal or financial teams, ensuring effective communication.• Provide support for estate and trust-related matters, offering tailored solutions.• Maintain strong relationships with high-net-worth clients by addressing their unique needs and concerns.• Collaborate with internal teams to enhance service delivery and operational efficiency.*Ensure compliance and manage W-8 forms processes*Expense and Regulatory coordination*Oversee and track trade blotter and ensure proper archiving If you are interested in hearing more about this role, please call me Janet 786-393-4588 or email janet.silva@roberthalfcom
2026-03-20T00:00:00Z

Member Services

Dayton, OH
onsite
Contract / Temporary to Hire
16.15 - 18.7 USD / Hourly
We are looking for a dedicated Customer Service Representative to join our team in Vandalia, Ohio. In this role, you will handle member services tasks with precision and attention to detail, ensuring smooth operations and excellent support. This is a Contract to permanent position, offering the opportunity for long-term growth within the organization. Responsibilities:• Perform accurate data entry into member portals, ensuring successful submission and confirmation.• Process enrollments and update eligibility records in a timely manner.• Reach out to vendors and respond to inquiries from representatives as needed.• Scan and index documents for efficient record-keeping.• Distribute mail and manage correspondence effectively.• Generate and review reports to support business operations.• Schedule appointments and maintain organized records.• Manage email correspondence, ensuring prompt and detail-oriented communication.• Provide outstanding customer service by answering inbound calls and resolving member inquiries. For immediate consideration, call 937.224.8326.
2026-03-20T00:00:00Z

Member Services

Dayton, OH
onsite
Contract / Temporary to Hire
16.15 - 18.7 USD / Hourly
We are looking for a dedicated and detail-oriented Customer Service Representative to join our team in Vandalia, Ohio. This Contract to permanent position provides an excellent opportunity to move into a long-term role based on performance. The ideal candidate will possess strong organizational skills and a commitment to delivering high-quality service to members. Responsibilities:• Perform accurate data entry into member portals and validate submissions with confirmation numbers.• Process enrollments and maintain eligibility records efficiently.• Generate and analyze reports to support member services operations.• Communicate with vendors and representatives to address inquiries and resolve issues.• Manage mail distribution and ensure proper scanning and indexing of documents.• Respond to inbound calls professionally, addressing member questions and concerns.• Coordinate schedules and appointments to meet member needs.• Utilize Microsoft Excel and Word for documentation and reporting.• Handle email correspondence promptly to support member inquiries.• Maintain attention to detail while performing order entry tasks to ensure accuracy. For immediate consideration, call 937.224.8326.
2026-03-20T00:00:00Z

Customer Service

Miami, FL
onsite
Temporary
0 - 0 USD / Yearly
Robert Half is seeking a dependable and customer-focused Bilingual Customer Service Representative (Spanish/English) to support a high-volume service environment. This role requires strong communication skills, attention to detail, and the ability to handle multiple customer inquiries efficiently and professionally. Responsibilities<ul><li>Handle inbound and outbound calls in both English and Spanish</li><li>Assist customers with account questions, service requests, and issue resolution</li><li>Enter and update customer information accurately in the system</li><li>Respond to emails and online inquiries in a timely manner</li><li>Escalate complex concerns to appropriate departments when needed</li><li>Track interactions and maintain detailed documentation</li><li>Provide clear explanations of services, policies, and next steps</li><li>Maintain professionalism and empathy during difficult conversations</li></ul>
2026-02-20T00:00:00Z