Talent Acquisition Generalist

What to Expect as the Talent Acquisition Generalist 

The Talent Acquisition Generalist supports the full candidate lifecycle. This role combines recruiting coordination, reporting and process improvement. You will independently manage recurring activities, apply sound judgment, protect confidential information. You’ll partner with People leaders, hiring managers, employees, candidates, and banking teams to deliver an organized and consistent experience.

What You Will Contribute in This Role

• People Attraction and Candidate Support - Coordinate candidate workflows from application through pre-employment, including interview scheduling, candidate communications, assessments, document collection, status tracking, and offer support. Maintain accurate records and identify delays or gaps that require escalation.
• Candidate Pipelining and Applicant Management - Build and maintain active candidate pipelines for repeatable, high-volume requisitions.
• New-Hire Bank Account Opening - Guide new hires through the account-opening process and complete assigned account-opening activities in accordance with Bank procedures. Validate required information and documentation, coordinate timely resolution of exceptions, protect customer and employee data, and help ensure accounts are available for the employee’s first direct deposit.
• Reporting and Data Integrity - Prepare recurring and ad hoc recruiting and workforce reports. Review data for accuracy, reconcile discrepancies across systems, summarize trends, and provide leaders with clear information for operational decisions.
• Process Improvement and Project Ownership - Lead assigned People Attraction projects from planning through completion. Evaluate workflows, recommend practical improvements, document procedures, test automations, and use Microsoft 365, the ATS, and related tools to improve service, controls, and efficiency.
• Communication and Partnership - Maintain proactive communication with candidates, employees, hiring managers, People leaders, and internal partners. Prepare status updates, meeting materials, onboarding communications, and other documentation that keeps work moving and stakeholders informed.
• Confidentiality and Risk Management - Exercise discretion with employee, candidate, payroll, and customer information. Follow established approval paths and internal controls, recognize issues that require escalation, and support audit, compliance, and regulatory requests.
• Mission and Compliance - Champion the Bank’s commitment to environmental, social, economic, and racial justice. Complete required compliance and information security training and maintain working knowledge of policies and regulations relevant to the role, including BSA, AML, CIP, and OFAC requirements.

What You Will Leverage in This Role

• Education and Experience - Two to four years of progressive experience in human resources, recruiting operations, People Operations, banking operations, or a comparable generalist role. A degree in Human Resources, Business Administration, Psychology, or related discipline is preferred.
• Generalist Judgment - Ability to independently organize work, interpret established policies and procedures, resolve routine issues, recognize risk, make sound recommendations, and escalate appropriately. Comfortable balancing service, compliance, confidentiality, and business needs.
• Banking and Account-Opening Readiness - Experience with customer onboarding, deposit operations, branch banking, or account opening is preferred. Ability to learn and consistently follow customer identification, documentation, privacy, and information security requirements is required.
• Systems and Analytical Capability - Proficiency with Microsoft 365 and experience working in an HRIS, applicant tracking system, payroll platform, or other workflow technology. ADP Workforce Now and Greenhouse experience are preferred. Able to analyze data, identify discrepancies, and produce clear reports.
• Project and Process Management - Ability to manage recurring deadlines and cross-functional projects, document procedures, maintain controls, and improve workflows without sacrificing accuracy or employee experience.
• Communication and Relationship Building - Clear, tactful, and responsive communication across candidates, employees, managers, executives, and external partners. Ability to explain processes, set expectations, follow up on commitments, and handle sensitive matters with professionalism and empathy.
• Organization and Accuracy - Attention to detail, disciplined follow-through, and comfort managing competing priorities in a high-growth environment. Maintains accurate files, trackers, calendars, and system records.
• Integrity and Teamwork - Consistently protect confidential information, follow through on commitments, contribute ideas, support teammates, and take ownership of outcomes.

How We Work Together at Climate First Bank

How we work is as important as what we do. Every team member is expected to deliver high-quality results on time, collaborate across functions, communicate clearly, and contribute to a mission-driven, high-performance culture. Responsibilities may shift as the organization grows, and success in this role requires adaptability, sound judgment, and a willingness to support priorities across the People team.

The Work Environment:

• Work Location - Remote within the United States, working primarily Eastern Time hours. Occasional travel to Bank branches, company events, or working sessions may be required.
• Physical Requirements - Regular use of a computer and sustained sitting or standing; frequent speaking, listening, typing, and attention to a monitor; and occasional lifting of up to 20 pounds. Reasonable accommodation will be considered on a case-by-case basis.
• Employment and Banking Expectations - This position is subject to applicable Bank employment, confidentiality, information security, and compliance requirements. Employees should follow current Bank guidance regarding payroll delivery and employee banking relationships.

The Hiring Process:

Applications must be submitted through the official application link. Resumes sent via other channels may be delayed or bypassed. Processing times may vary. Candidates selected to move forward will be contacted by the hiring team.

Our process follows the Topgrading Methodology — we hire A-Players through a structured, transparent process that includes:

• Cognitive and personality assessments
• An application form spanning your full education and work history
• 3 conversation stages with key team members- get to know us!
• Credit and background checks conducted before the final interview
• Final Step: Connect us with former mentors and managers of our choice for reference chats.

We do not offer visa sponsorship and will not pursue candidates without valid work authorization.