BRIDGING LEADERSHIP, STRATEGY AND CULTURE

For the past three decades financial institutions have associated O’Rourke & Associates with the best in executive search and consulting. Our team is comprised of seasoned professionals, uniquely qualified to be your partner in recruiting, developing and retaining your most valued assets.

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EVOLVING LEADERSHIP OPPORTUNITIES

The key to our success is the ability to identify those individuals with high potential to assist our clients in the execution of major strategic initiatives. The team at O’Rourke & Associates is actively engaged in developing real relationships with a broad candidate pool to successfully align both seasoned leadership and emerging talent with the needs of our clients.

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A PASSION FOR PEOPLE

At O’Rourke & Associates, we have the background and experience to evaluate financial performance. But our passion for people and appreciation of culture ensures we are able to match the best candidates for your organization. Our team is uniquely qualified to assist financial institutions in building high performing executive teams.

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Leaders in Executive Recruiting and Consulting for over three decades

Our exclusive focus on financial services provides us with the depth of knowledge and experience necessary to help our clients maneuver through a continuously evolving marketplace.

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CEO and Executive Recruitment

With extensive knowledge of financial institutions and services, we develop a specific recruitment plan that enables you to select the very best candidate for your organization.

Compensation and Retention Analysis

Our team will take a consultative approach to understanding your compensation philosophy. We provide recommendations and strategies to ensure you remain competitive in the marketplace

Succession Planning and Leadership Assessment

We perform a strategic assessment and provide guidance in helping the Board of Directors and CEO determine the technical and leadership skill levels of existing management and a course of action when gaps are identified.

Human Resource Consulting

We understand the critical role human resources plays in the success of your organization. Our goal is to help clients add value to their strategies to enhance corporate culture, employee relations and organizational development.

Opportunities

Maine Credit Union League & Synergent

Chief Executive Officer


Nusenda Credit Union

Chief Strategy & Marketing Officer


Fox Communities Credit Union

Chief Information Officer


Recent Placements

O'Rourke & Associates

Names Bridget O’Rourke Executive Director


Unitus Community Credit Union

Steven Stapp as the New President & CEO


New Jersey Credit Union League

Announces David Frankil as League’s New CEO


What Our Clients Say

Bob Child Chief of Staff, CU Direct

We brought in the O’Rourke Team to help us fill three key but difficult to fill management positions. To our delight they provided a pipeline of high caliber extremely qualified candidates in under a few weeks. Beyond just sourcing candidates the O’Rourke Team has played an instrumental role in helping us develop case studies and screening tools enabling us to select the best candidates. It has been a smooth process with great communication making it a pleasure to work with them.

Phil Sullivan Chairman, Northeast Credit Union ($1B in Assets)

Northeast selected O’Rourke & Associates after contacting a number of executive recruiters. Our search committee was totally impressed by Gene O’Rourke’s presentation and follow up. He interviewed the senior management staff, the directors, getting the total picture of our CU, its needs and culture. Our CEO of 30 plus years had pass away as the result of an accident the day after he announced his retirement. O’Rourke & Associates established a time table, advertised in Trade Publications, utilized their data files and secured a good number of applications. The applicants were then vetted, and a short list of candidates were forwarded to the search committee for selection of the best for a formal interview. The interviewed candidates were all top notch and interviewed very well. We were able to make our selection within 4 months of starting our search. O’Rourke & Associates set a time table, secured a good selection of candidates and assisted us in the interview process. The professional approach, outstanding communications, and personal attention allowed NECU to recruit a top notch CEO. O’Rourke & Associates did an outstanding job. I can only say THANK YOU.

Chichi E. Ahia, Board Chairman, Inspire Federal Credit Union ($85M in Assets)

Selecting a Chief Executive Officer is the single greatest responsibility that a Board of Directors of a credit union is charged with. Naturally, the search for a successor for our CEO gave our Board the opportunity to experience, first hand, the reality of this challenge. We met this challenge head on with great success due to the engagement of O’Rourke & Associates. Jim Hansen and his team preformed what could only be described as a masterful job in conducting our executive search as well facilitating the interviews, final candidate selection and compensation negotiation processes. We were highly impressed with and remain grateful for their involvement. We would highly recommend this firm to anyone in need of their services.

Hallie Day CHRO, JAX Federal Credit Union ($327M in Assets)

First, I would like to express my sincere appreciation to O’Rourke & Associates for working so quickly to respond to our search request need. Mr. Jim Hansen was very knowledgeable, easy to work with along with being very adept at screening & presenting “top” talent. From my perspective, Jim Hansen went “above and beyond” to understand our culture and the key professional success factors needed for a member of the Executive Management Team. He worked diligently to seek and present a slate of candidates who met and exceeded our position specifications. Overall, partnering with Jim Hansen on this critical and key search was extremely positive and results-oriented. Our President/CEO was extremely impressed with the quality of the CLO candidate pool presented by O’Rourke & Associates. Thank you Jim Hansen!

Vince Magyar, CEO Search Committee Chair, Inspire Federal Credit Union ($85M in Assets)

Finding and hiring a new CEO is a critical undertaking for any credit union but particularly daunting for one with assets under $100 million. Based on our experience, O’Rourke and Associates is highly recommended for any executive search need. To guide us through the process, we found O’Rourke and Associates to be the perfect partner. O’Rourke was with us every step of the way; outlining the procedure, establishing a timeline, advertising for and screening applicants, conducting initial interviews, and negotiating terms with our chosen candidate. Thanks to O’Rourke, the process went smoothly and was accomplished with ample time for a seamless transition from the retiring CEO to our newly appointed one. Particularly helpful was the free flow of information between O’Rourke and us, and that every question, big or small, was answered promptly with explanations that met our satisfaction.

Frank Mancini, President/CEO Connex Credit Union ($400M in Assets)

The team at O’Rourke & Associates did a complete and thorough job assisting me in recruiting a key member of my management team. They took the time at the outset of the engagement to understand our business dynamics and challenges, along with my specific requirements of the CFO position. They listened carefully at each stage of the interaction, and produced a quality slate of candidates, each with a comprehensive set of information that included resumes, interview notes, project deliverables and behavioral profiles. I appreciated their professionalism and believe we hired the best candidate for our needs. I certainly would consider their team for future executive searches, and would highly recommend them to others based upon our experience with our CFO search.

Charles Edison, Board Chair, Southeastern Federal Credit Union ($198M in Assets)

From the moment we engaged O’Rourke, everything was handled very professionally and continued to be so handled through the successful candidate’s initial day at work and beyond. Time frames were met. The candidate pool was significant and the resumes selected appeared to meet the established criteria. Jim Hansen, our contact person at O’Rourke, understood the climate in which we operate, the business itself, and the culture of the organization. He was diligent, very accommodating, and accomplished everything as he promised including meeting time frames. He is detail oriented and made excellent suggestions. My background is HR for forty years and he ranks right up there with the best recruiters I have known.

Ronald E Scott CEO, Appalachian Community FCU ($170M in assets)

Outstanding results! O’Rourke and Associates assisted in our VP of Lending search. It was a partnership that took account our past, present and future needs. They were sensitive to our unique culture here in the Appalachian Mountains as well as my own management style. They asked all the right questions and insured that the position was not just filled, but our needs were cared for. Thank you for a Job Well Done!

Jane Dobbs CEO, Canyon State Credit Union ($136M in Assets)

They have exceeded my expectations more than once and I consider them to be a “best in class” business partner in the recruiting arena. I have had the opportunity to work with O’Rourke and Associates – specifically Mike Juratovac for several years to replace key leadership positions at many credit unions during my time as a credit union consultant. Mike and his team were sensitive to the specific needs of the credit unions and more importantly aware of the cultural impact to ensure a well-positioned placement. From presenting to a new board unfamiliar with recruiting senior level positions to meeting with staff directly impacted by an upcoming change, I have found Mike to be consistently willing to listen, research and locate a qualified pool of candidates best suited for the credit union and its members. I have personally worked with Mike during some difficult and challenging situations. His integrity, professionalism and support provided assurance and confidence during times of uncertainty.

Rudy Tafoya, SVP/Lending and Credit, Kern Schools Federal Credit Union ($1.26B in Assets)

A terrific job! That is what we received when working with O’Rourke & Associates to obtain our new Vice President of Card Services. The O’Rourke team listened to our requirements and provided the attention necessary to understand our credit union’s culture. In turn they provided us a varied package of qualified candidates. As a plus they met our timeline and overall exceeded our expectations! We would definitely consider the O’Rourke team for future Senior Management searches!

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