Banking & Financial Services
Building your success, one banker at a time.
Nationally recognized as a top recruiting practice, our banking & financial services division is focused on talent growth initiatives for community, regional, and national banks, credit unions, FinTech's, RIAs, loan service providers and other financial services organizations.
Our focus is on Revenue Generating roles, such as: Corporate/Middle Market, Commercial, SBA, Treasury Management, Private Banking and Wealth Management. Supporting Roles- Credit, Processing, Portfolio Management. Miscellaneous roles- HR Business Partners, Operations, FinTech and IT.
What sets us apart from our competitors is a deep understanding of the banking industry. 50+ years of proven processes and best practices and an extensive network of qualified talent to bring to every relationship. Our goal is to identify, attract and deliver top talent to our clients while making a positive impact to every prospect we encounter.
Highlighted Specialties
The Relationship you want to build the team you need
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- Talent Attraction
We work almost exclusively in the “passive candidate” marketplace — qualified candidates who are not actively looking but always interested in hearing from us. Over the years we’ve amassed a substantial database of these relationships, taking the time to get to know and understand exactly what opportunities are worth their time hearing about. Working with TRG Banking and Financial Services allows you to take advantage of a passive candidate marketplace that very few recruiters have the time and expertise to uncover.
- Confidential Searches
If you’ve been in banking and financial services long enough, you begin to realize just how connected everyone in banking is to each other, regardless of geography. We take confidentiality very seriously, and we don’t need to name-drop to attract top talent. We recruit our candidates by providing just enough information to pique their interest in your opportunity, but not enough information to figure out who you are, allowing you to retain anonymity and autonomy during your most sensitive searches.
- Negotiation Experts
How many times have you gotten to the end of a hiring process, whether on your own or with a recruiting firm, only to find that your opportunity was out of alignment with your candidate’s expectations? It’s impossible to negotiate when you don’t have a full, accurate understanding of the candidate’s needs. We’re here to take the guesswork out of the process, asking challenging questions and providing comprehensive, candid feedback at all times.
- Market Analysis
The normal course of daily business allows our team to have hundreds of in-depth, strategic conversations each month in all of our markets. Over the years, these conversations have afforded us the opportunity to develop deep relationships with top bankers and executives, both as clients and candidates, from all over the US. Working with TRG Banking and Financial Services gives you access to this exchange of ideas and information regarding the latest market trends, knowledge and insights, giving a much more global perspective than you might get from your local recruiting firm.
Meet The Team
Jon Burkhart
Division President, Banking
Jon has the knowledge and experience needed to identify high-ranking, revenue-generating banking professionals in the US. Jon understands the motivating forces of support, stability and autonomy that drive top contributors to seek change. Keeping abreast of changes in banking regulations and the industry positions Jon to assist banks continue their success and grow. Simply put, Jon finds and brings to his clients top employees other recruiters within the banking industry just do not provide.
“My ability to make such a significant and positive impact in the lives of our candidates and the organizations we work with is what drives me. In most instances, we better people’s lives, positions and careers. I know this because we receive thank you notes from candidates who have told us we presented them an opportunity that completely changed their lives for the better. There’s no better feeling, in my opinion, than knowing that you’ve made someone’s quality of life measurably better. There is no single part of this job that I like better than another — I enjoy it all!” – Jon Burkhart
Unlike many recruiters in the business, Jon is a banker by trade and HE KNOWS the industry. His knowledge and expertise has positioned him to rise to any occasion and successfully lead The Richmond Group’s banking division. He understands the importance of listening to client needs and providing solutions that deliver results, which stems from knowing the industry he serves.
If you are interested in learning more about opportunities The Richmond Group USA is searching on in the banking industry, or would just like to connect with Jon for the future, he’d love to hear from you.
Lee Campbell
Regional President, Banking
Unlike other recruiters, Lee specializes solely in banking, so he knows not only how to identify talent, but how to differentiate that talent with others in the market. Lee understands how to communicate and aggressively connect with industry leaders on an opportunity even in a saturated market. Lee takes the time and energy needed to comb through the top prospects in your given market to ensure that he is not only spending his time wisely, but the client’s time as well. The persistence and effort that Lee brings to every search and role that he works shows a level of care that is unmatched for his clients and candidates alike. Having that grit and tenacity allows Lee to continue building relationships and identifying candidates that most recruiters would not be able to provide.
“What truly motivates me is providing quality bankers to my clients while changing our candidates’ lives, leaving everyone in a better position than where we found them. You cannot put a price on how amazing it is to see a candidate’s face when you just helped them land their dream job.” – Lee Campbell
Since joining the Banking Division at The Richmond Group, Lee has hit the ground running and has not shown signs of slowing down, reaching a level of success in his first full year that very few veterans in the industry attain.
If you are interested in learning more about opportunities The Richmond Group USA is searching on in the banking industry, or would just like to connect with Lee for the future, he’d love to hear from you.
Mark Mahan
Senior Recruiter, Banking
Head of Mid-Atlantic Banking Practice
Mark started his career working for executive search firms up in the DC area before being recruited by Circuit City as a Corporate Recruiter to Richmond, VA. He later joined MeadWestvaco as a Talent Acquisition Manager and more recently with Atlantic Union Bank as their Lead Recruiter for 10 years prior to joining The Richmond Group.
He quickly adapts to new industries and challenges having recruited for over 30 years in Architectural Engineering & Planning, Retail, Manufacturing and the Banking industry. He estimates hiring well over 2,500 people over the course of his career. He’s recruited and placed Alluvial Fan Flood Plain Specialists, Archaeologists, Environmental Engineers, Strategic Sourcing Analysts, Data Warehouse Architects, Programmers, Attorneys, Accountants and more recently several C-Level executives and Commercial Bankers. Mark says recruiting is recruiting – it’s all about gaining a deep understanding of the client’s requirements, learning about their corporate culture and what sets them apart and then relentlessly sourcing/networking for top talent.
“It’s been an absolute blast returning to executive search with The Richmond Group.” As the Head of the Mid-Atlantic Banking practice, he’ll work on practically any Banking related positions. Since joining the team in 2021, he’s had success helping his clients with their hiring needs. Here are just a few examples of successful engagements:
- C-Level
- C&I Relationship Manager
- Digital Product Manager
- HR Technology Manager
- Treasury Management Officer
- Commercial Lender
- Business Banking Relationship Manager
- Operational Risk Manager
If you are interested in engaging Mark on a search, hearing about opportunities or just connecting with him, he’d love to hear from you.
Clayton Neal
Recruiter, Banking
As a career salesman, Clayton has more than 25 years as a business development manager. Not only has Clayton owned and operated his own businesses, but he has also managed others. Clayton is a true salesman at heart and strives to provide all his clients with the best product he has to offer. Clayton’s dedication to his clients and candidates will go a long way towards placing the right candidate in the right organization.
“I believe my greatest asset is the ability to connect with people from all walks of life, and my greatest satisfaction is the joy of helping people achieve their career goals. “ Clayton Neal