Applicant Tracking · Financial Services

Branch hiring and licensing checks are slowing down your financial services team

Tellers, loan officers, compliance staff, and wealth management support all come with their own background check and licensing steps, and a branch network multiplies every one of those steps across every location. isolved Attract & Hire gets applicants into one tracked pipeline so your team can move candidates forward without losing track of a single requirement.

Exact monthly and annual price - no call required

One pipelineAcross every branch and role

Built for complianceConfigured to your roles and workflow

90 secTo your instant estimate

The Real Cost of Slow Hiring

Every unfilled branch role is a customer left waiting

Branch volume

Tellers and support roles hire in bulk, constantly

A branch network means the same roles get posted and filled over and over, and a scattered process cannot keep pace with that volume across every location.

Licensing heavy

Loan officers and advisors carry regulatory steps

Financial services roles come with licensing and background check requirements layered on top of the normal hiring process, and those steps get lost without a system tracking them.

Open roles

Cost more than the salary line

An unfilled branch or compliance role does not wait quietly. It shows up as overtime, service delays, and coverage gaps that reach customers directly.

Sources: American Bankers Association, which tracks staffing and workforce trends across the banking industry and BLS Occupational Employment and Wage Statistics on employment in financial occupations, including tellers and loan officers.

How It Works

From scattered branch hiring to a filled seat in three steps

BEG configures isolved Attract & Hire to your roles and branches

Teller, loan officer, compliance, and advisor roles across every branch get built into the system around how your organization actually hires, not a generic template.

Applicants land in one tracked pipeline

Every candidate for every open role, across every branch, shows up in the same place instead of scattered inboxes and separate branch-level trackers.

Your team advances candidates and fills the seat faster

Hiring managers and recruiters move candidates through the pipeline together, so the open role gets filled instead of sitting on a to-do list.

What This Solves

Built for how financial services organizations actually hire

High-volume branch roles

Teller and support openings move through the same tracked pipeline instead of competing for attention in separate branch inboxes.

Licensing and background check steps

Hiring workflow steps are configured to capture licensing and background check details consistently, before someone starts, not after.

Branch-network visibility

A single pipeline gives hiring managers visibility into every open role across every branch, so coverage gaps get filled by hiring, not by stretching the team already on the floor.

Go Deeper

More on applicant tracking and the rest of the BEG stack

See the platform itself

Inside isolved Attract & Hire: what the platform actually does.

Check pricing

See pricing for isolved Attract & Hire.

Payroll for your branch team

Managed payroll services for financial services employers.

Need the role filled for you?

Job placement services for banking roles: talent acquisition as an outcome, not a project.

← Back to Applicant Tracking System overview

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Exact monthly and annual price - no call required

Questions

Applicant tracking for financial services, answered

What is an applicant tracking system for financial services hiring?

An applicant tracking system for financial services hiring is software that collects applications for tellers, loan officers, compliance staff, and wealth management support into one tracked pipeline, instead of scattered emails, job boards, and branch-by-branch spreadsheets.

Can it help with licensing and background check requirements?

isolved Attract & Hire organizes candidate information and hiring workflow steps so licensing status and background check steps are captured consistently during the application and offer stages, instead of being chased down after someone already started.

Does BEG build the applicant tracking software?

No. BEG resells, configures, implements, and supports isolved Attract & Hire. isolved builds and maintains the platform; BEG sets it up around your roles, workflow, and team so it works from day one.

We hire across a branch network. Does that work?

Yes. The system is configured around your roles and workflow, so multi-branch hiring runs through the same tracked pipeline instead of separate spreadsheets per location.

How fast can a bank or credit union get this running?

Timelines vary by organization size and role complexity, but the model is the same for every client: BEG configures the system to your roles and workflow, then your team starts posting and tracking candidates in one pipeline.

What does this cost?

Pricing depends on your hiring volume and configuration. Use the instant pricing tool for isolved Attract & Hire to see your number without booking a call first.