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.
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.
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.
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.
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.
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
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.
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.
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)
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)
Frank Mancini, President/CEO Connex Credit Union ($400M in Assets)
Charles Edison, Board Chair, Southeastern Federal Credit Union ($198M in Assets)
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)
Kyle Casburn CEO, Seaboard Federal Credit Union & Vice Chair, Maine Credit Union League & Synergent, Maine Credit Union League & Synergent
From the initial steps of defining the scope of work to negotiating our offer with the final candidate, O’Rourke & Associates was professional and responsive throughout. Our Search Committee was equally impressed with the quality of the candidates presented to replace one of the credit union movement’s most respected League CEOs. Simply stated O’Rourke & Associates delivered!
Rod Rovzar Director - Maine Credit Union League & Synergent, Maine Credit Union League and Synergent
I was privileged to be on the search committee to recruit a successor to a highly successful and much-loved, long-time trade association and for-profit subsidiary CEO. O’Rourke & Associates farmed the country for prospects, including some that were not actively looking to move from their employment positions. Our committee was able to interview several highly qualified candidates, and our organizations are thrilled with our new hire. Team leader Bridget O’Rourke did a wonderful job of amassing candidates and guiding us through the very challenging selection process. Speaking for myself, and I suspect more than one member of the search committee, Bridget subtly (and professionally) weaned me away from my fixation on finding a clone for our retiring CEO, but instead helped me focus on finding a skilled and energetic leader, who only secondarily possessed the business, trade and technology acumen necessary to the position. I highly recommend the firm.