Banking & Financial Services

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

Commercial Lending

Risk & Compliance

Executive Management

TM Services



Loan Admin

Wealth Management

The Relationship you want to build the team you need

Talent Attraction

Confidential Searches

Negotiation Experts

Market Analysis

    • 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.

Bill Schmidt

Regional President, Banking

With over 21 years of experience in executive search, including working in talent acquisition for a super regional bank, Bill utilizes his depth of experience across various verticals to expertly serve his clients and candidates. Specializing in Banking, his expertise and commitment to relationships allows Bill to identify and match the right professionals to organizations, providing the best possible fit for all parties. He understands that a successful hire will impact both the client and the candidate for many years to come.
Bill’s goal is to positively impact the candidates and financial institutions he partners with. No matter the size or scope of the financial institution, public or private, he is able to achieve his goal by helping clients acquire exceptional talent. This is completed on both sides, whether it is matching top talent with top tier organizations or vice versa.
“What I enjoy the most are the conversations I get to have every day with extraordinary people. Whether it is someone looking for a better career opportunity or industry leaders trying to reach the next level, these people teach me something new each day. And, I like to think I help them understand something better than they did prior to our association. The better I understand the person and organization, the better the solution I can provide. Delivering distinctive solutions to both parties is not only rewarding, it is just flat out fun.” – Bill Schmidt
Bill brings a long and valuable track record to the Richmond Group USA. With his expertise and leadership prowess, he understands what it takes for organizations to succeed and what is in the best interests of the candidates he works with.
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 Bill for the future, he’d love to hear from you.

Mark Mahan

Senior Recruiter, Banking

Mark is the newest member to The Richmond Group’s Banking practice, but he’s by no means new to recruiting or Banking. In fact, he spent his last 11 yrs. Working for a growing regional bank headquartered in Richmond and a national bank wanting to know what’s in your wallet.
Mark quickly adapts to new industries and challenges, having worked previously in the Manufacturing, Retail & Architectural Engineering & Planning industries. He estimates hiring or placing well over 2,500 people over the course of his career. He’s recruited and placed everything from Alluvial Fan Flood Plain Specialists, Archaeologists, Environmental Engineers, Imagery Analysts, Strategic Sourcing Analysts, Data Warehouse Architects, Attorneys, Accountants, Programmers…and more recently C&I/CRE Relationship Managers, Treasury Management Officers, Business Banking Relationship Managers, Portfolio Managers and Digital Product Managers Owners to name a few. Mark says Recruiting is Recruiting — it’s all about gaining a deep understanding of the client’s requirements and drilling down on what the ideal candidate looks like. Then, he just does what he does best.
“I started my career working for search firms before becoming a Corporate Recruiter working for several Fortune 500 companies. I’ve gone back to my roots and am thrilled to do so. What motivates me is watching those I hire or place grow professionally and achieve their professional goals. Many people I placed decades ago continue to reach out to me for advice, which I consider a high compliment. In addition, I constantly reach out to my hiring managers/clients and ask them how are Joe and Susie doing? It’s personally rewarding to hear that they are knocking it out of the park and exceeding expectations. That confirms I’ve done what I said I would do.”
If you are interested in learning more about opportunities The Richmond Group USA is searching for in the banking industry or would just like to connect with Mark for the future, 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 

Join our Team Today!