Talent Acquisition Specialist

General Summary

The Talent Acquisition Specialist will be responsible for leading full-cycle recruitment efforts with a strong emphasis on sourcing and hiring candidates with financial services, accounting, banking, credit union, investment, or other finance-related backgrounds. This role requires at least five years of recruiting experience, preferably within a financial or highly regulated business environment.

The Talent Acquisition Specialist will develop and maintain a strong internal candidate pipeline, manage background check processes, support onboarding and new hire orientation, maintain the HR ticketing system, develop, review and maintain accurate job descriptions, and assist with general HR functions as needed.

Essential Functions

• Manage the full-cycle recruitment process, including job intake meetings with Sr.Leadership, job postings, sourcing, screening, interviewing coordination, offer support, and candidate communication.
• Source, identify, and engage candidates with strong financial industry backgrounds, including experience in banking, accounting, finance, investment services, lending, insurance, risk, compliance, audit, or related fields.
• Develop and maintain an internal candidate pipeline to support current and future hiring needs across the organization.
• Build relationships with internal employees, managers, and business leaders to identify high-potential internal talent and support internal mobility opportunities.
• Partner with hiring managers to understand department needs, role requirements, compensation considerations, and desired candidate qualifications.
• Maintain accurate candidate records and recruitment activity within the applicant tracking system and other HR platforms.
• Ensure positive and professional candidate experience throughout the hiring process.
• Recruit for roles requiring strong knowledge of financial operations, customer service, call center and front-line roles, regulatory environments, accounting principles, financial analysis, risk management, or compliance.
• Evaluate candidate experience related to financial services, including familiarity with financial products, reporting standards, confidentiality requirements, and industry-specific regulations.
• Screen candidates for relevant professional experience, certifications, licenses, and educational backgrounds tied to finance-related positions.
• Maintain awareness of talent trends, compensation expectations, and hiring challenges within financial markets and related professional sectors.
• Coordinate and manage the background check process for new hires in accordance with company policies and applicable legal requirements.
• Review background check status updates, follow up with candidates as needed, and escalate issues to HR leadership when appropriate.
• Ensure all pre-employment documentation, screenings, and compliance requirements are completed prior to the employee’s start date.
• Maintain confidentiality and accuracy when handling sensitive candidate and employee information.
• Coordinate and support the onboarding process for new employees from offer acceptance through the first days of employment.
• Prepare and distribute onboarding materials, new hire documents, schedules, and system access requests.
• Facilitate or assist with new hire orientation, including company overview, HR policies, benefits information, compliance training, and employee resources.
• Partner with Managers, Facilities, IT, HR & Training team members to ensure new hires have the tools, information, and support needed for a successful start.
• Track onboarding completion and follow up on outstanding tasks or documentation.
• Monitor, maintain, and respond to inquiries through the HR ticketing system in a timely and professional manner.
• Assign, escalate, or resolve HR tickets related to recruiting, onboarding, employee records, policy questions, and general HR support.
• Assist with general HR duties, including employee file maintenance, HR reporting, data entry, payroll, compliance tracking, and employee communications.
• Support HR projects, process improvements, audits, and other administrative initiatives as assigned.
• Maintain strict confidentiality and professionalism when handling employee relations matters, personnel records, and sensitive HR information.

Other Duties

• Responsible for managing risks specific to related job functions with an expectation to make and support risk-informed decisions and remain diligent in identifying emerging risks that could jeopardize the success of the Credit Union.
• Any other duties as assigned.

• 3–5 years of recruitment experience required; at least 3 years of experience within the financial services industry.
• Experience supporting onboarding, new hire orientation, background checks, HR ticketing systems, or general HR administration.
• Experience in developing, reviewing and maintaining accurate job descriptions.
• Proficiency with applicant tracking systems, HRIS platforms, and HR ticketing or case management systems.
• Proficient in Microsoft Office Suite, including advanced Excel skills such as PivotTables, XLOOKUP/VLOOKUP, data analyses preferred.
• Strong knowledge of recruitment best practices, especially within financial or regulated industries.
• Excellent communication, interviewing, and relationship-building skills.
• Strong organizational skills with the ability to manage multiple requisitions, deadlines, and HR tasks simultaneously.
• Ability to work independently while collaborating effectively with hiring managers, HR team members, and business leaders.
• Strong judgment, discretion, and commitment to confidentiality.
• Customer-service mindset when supporting candidates, employees, and managers.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to sit, use hands to finger, handle or feel, reach with hands and arms, and talk or hear. The employee is occasionally required to stand, walk, bend, kneel, and reach above or at shoulder level. The employee must occasionally lift/push/pull and/or carry up to 10 pounds.