Job Description

Description Job Title: Banking Associate (Contract) Location: Los Altos, CA; Onsite Job Description: Robert Half is seeking a highly skilled and motivated Banking Associate to join a thriving financial services organization in a contract capacity. The ideal candidate will have a solid understanding of banking operations, strong analytical skills, and expertise in client account management. As a Banking Associate, you will contribute to ensuring smooth banking transactions, regulatory compliance, and exceptional client service while supporting the organization's business goals. Key Responsibilities: + Assist with day-to-day banking operations, including account management, fund transfers, deposits, loans, and payment processing + Perform client account reconciliations and resolve discrepancies in a timely and accurate manner + Monitor and ensure compliance with federal and state banking regulations, including anti-money laundering (AML) and Know Your Customer (KYC) requirements + Collaborate with internal teams to support lending operations and provide detailed reports on loan activity and portfolio performance + Provide exceptional customer service by addressing client inquiries, resolving issues, and ensuring service excellence + Process wire transfers and ACH payments, ensuring accuracy and adherence to internal controls + Analyze banking procedures and identify improvements to enhance operational efficiency and reduce risks + Maintain accurate documentation of client transactions, contracts, and account activity + Support audit preparation and respond to inquiries from regulatory agencies during compliance reviews. Requirements Qualifications: + Experience: 2-4 years of experience in banking, financial services, or a related field; prior client-facing banking experience is preferred + Education: Bachelor's degree in Finance, Accounting, Economics, or a related field (preferred but not required). + Technical Skills: Proficiency in banking software and systems. Advanced Excel skills (e.g., pivot tables, VLOOKUPs) are a plus + Regulatory Knowledge: Strong working knowledge of KYC, AML, and other banking compliance standards + Soft Skills: Excellent communication and interpersonal skills with the ability to build strong relationships with clients and colleagues. Ability to maintain confidential information. + Analytical: Strong problem-solving and analytical abilities with high attention to detail + Team Collaboration: Proven ability to work collaboratively across teams and contribute to continuous operational improvements Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

Job Tags

Permanent employment, Contract work, Temporary work,

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