Business Direct Banker Job at Robert Half (Columbus)

Banker - Country Business Head

The County Business Head is a senior management-level position responsible for a...

Location

Puerto Rico , San Juan

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of experience
MBA, or M.S. degree from a top economics, business, or financial engineering program
Senior Credit Officer preferred
In-depth experience advising clients on debt and capital management
Demonstrated ability to balance between internal management and external client time
Demonstrated knowledge of compliance issues and regulatory requirements (global and local)
Proven leadership skills and intellectual capability to create momentum and an agenda across multiple products with a diverse population and competing priorities
Demonstrated intellectual grasp of the industry, ability to anticipate and lead the organization to future changes and translate vision into executable plans
Proven analytical and problem-solving skills with pragmatic approach to ensure limited resources are directed appropriately
Consistently demonstrate clear and concise written and verbal communication

Job Responsibility

Develop and monitor a client-driven franchise growth plan and communicate a vision that is responsive to global/regional issues and emerging market trends
Responsible for overall parent relationship management of clients and providing a wide range of treasury and corporate finance solutions including cash management, trade, vendor finance, foreign exchange (FX), general credit, loans, debt capital markets, share repurchase, and interest rate and equity derivatives
Drive client planning, product agnostic cross selling, client access, and effective capital allocation within the Institutional Clients Group (ICG) Coverage Banker proposition by working closely with partners to ensure the Corporate Bank fulfills its role of being at the center of the Banking, Capital Markets & Advisory’s (BCMA) relationship management strategy
Translate Citi’s strategy into an effective and efficient Corporate Bank business plan while proactively overcoming obstacles and driving a strong balance between near-term and long-term priorities
Responsible for meeting revenue and other goals related to budget, risk management, and credit allocation
Drive innovation, differentiation and speed to market and promote cross selling of products across the full ICG platform
Partner with Investment banking team to drive and execute episodic transactions and with key stakeholders, including Risk and GCM, to allocate capital prudently, appropriately and in adherence to all Citi risk policies
Ensure client relationships and proposed client solutions meet or exceed internal risk and return standards, including stringent ethical standards and anticipated future changes in the marketplace
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards

Fulltime

New

Business Direct Banker

We are seeking a customer-focused professional to join our client's Customer Sol...

Location

United States , Columbus

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

High school diploma or equivalent required
At least 1 year of customer service experience (call center or banking preferred)
Strong communication skills with the ability to build rapport with clients
Comfortable working in a high-volume, fast-paced environment
Ability to multitask and navigate multiple systems simultaneously
Basic proficiency with Microsoft Office and web-based tools

Job Responsibility

Serve as a primary point of contact for business clients, delivering timely and accurate support
Handle inbound calls related to accounts, transactions, and banking services
Identify client needs and recommend appropriate banking products and solutions
Promote and refer deposit, lending, and digital banking services when appropriate
Work toward first-call resolution by using available tools and resources effectively
Assist other teams and departments during peak volumes or special projects
Maintain knowledge of business banking products, systems, and procedures
Ensure all interactions align with compliance, regulatory, and risk standards
Meet performance goals related to customer satisfaction, quality, and productivity
Partner with team members and leadership to support training and continuous improvement

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

New

Vp of Finance

The VP of Finance is responsible for providing leadership, direction and manager...

Location

United States , Sharonville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven expertise in managing annual budgets and month-end close processes
Demonstrated ability to develop and oversee financial reporting and cash flow forecasting
In-depth knowledge of manufacturing and cost accounting practices, including lean and global manufacturing operations
Strong experience in handling annual inventory processes for manufacturing companies
CPA designation with a solid understanding of compliance and statutory requirements
Exceptional leadership and communication skills to collaborate with cross-functional teams
Analytical mindset with the ability to study trends and provide actionable insights
Strategic thinker capable of driving financial growth and operational efficiency
Must have previous manufacturing experience and a CPA

Job Responsibility

Directing the preparation and management of company and project budgets
Implementing controls and directing the process of collection, management and disbursement of sales and loan funds and other financial transactions involving the company
Formulating and implementing financial policies and processes in compliance with accepted accounting practices and applicable statutes, regulation and company policy
Directing preparation of internal and external financial reports and long-range financial planning materials, including financial and compliance audits
Directing all tax reporting
Functioning as the primary contact between attorneys, bankers, debtors and creditors regarding company business
Directing financial strategy, planning and forecasts, conferring with President, VP of Sales and the Department Managers
Supervising investment and raising funds for business
Studying, analyzing and reporting on trends, opportunities for expansion and projection of future company growth
Performing and completing all other work duties as assigned by the CEO while meeting established deadlines

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Sr. Business Manager - SBB Banker Analytics

As a Senior Manager, Business Analysis at Capital One, you will apply your strat...

Location

United States , McLean; Richmond

Salary:

182500.00 - 229100.00 USD / Year

Capital One

Expiration Date

Until further notice

Requirements

Bachelor’s Degree in any quantitative field (Business, Math, Economics, Finance, Statistics, Science, Engineering)
At least 2 years of experience in quantitative analysis
At least 2 years of experience in qualitative analysis
At least 1 year of experience in people management
At least 1 year of experience in project management

Job Responsibility

Strategic leadership: Develop business strategies that will drive growth, profitability, and competitive success
Business ownership: Have an ownership mindset, and potentially P&L accountability for a business segment. Strategic planning with a 1-6 month horizon
Leadership: May manage and develop a team of analysts. Coaching and mentoring associates
Product: Develop and implement new product and pricing strategies for various lending products
lead product level modeling/analytics
Marketing: Lead direct to consumer marketing efforts for select products, and strategic intent for products distributed through various channels
Credit Risk: Drive step-change improvements in credit performance by connecting drivers of future consumer credit trends to historical behavior, creating risk models, and testing hypotheses
Execution: Coordinate across the line of business to manage and sequence delivery of business intent, build business requirements and execute against the product strategy
Partnership: Work closely with colleagues across Capital One including: IT, Sales, Operations, Finance and others to drive improvement

What we offer

comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being
performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)

Fulltime

Corporate Banking Associate

Citibank, N.A. seeks a Corporate Banking Associate for its New York, NY location...

Location

United States , New York

Salary:

165000.00 USD / Year

Citi

Expiration Date

April 30, 2026

Requirements

Bachelor’s degree, or foreign equivalent, in Finance, Business, Accounting or a related field
Five (5) years of experience in the job offered or in a related finance occupation monitoring credit quality across the portfolio and preparing reports to inform risk decisions
Experience running large Leveraged Buy Out transactions outlining financial and business risk profile, impact on the company’s credit profile, cross sell across bank’s financial product suite, and profitability
Supporting Bankers in cross-selling full spectrum of products and services by identifying client needs to generate revenue
Assisting with day to day cash management activities, trading initiatives, vendor finance, foreign exchange, loan activity, debt capital markets efforts, share repurchase and interest rate/equity derivatives
Performing industry and economic research and financial modeling to evaluate credit profiles and appropriately assess risk when making business decisions
Utilizing investment systems including Factset, S&P Capital IQ, S&P Ratings Direct, SEC Filings, and Bloomberg to assess the financial and business risk profile of companies
Working with large financial data sets to create actionable insights and regular business reviews for senior bankers and management
In the alternative, the employer will accept a Master’s degree, or foreign equivalent, and three (3) years of experience

Job Responsibility

Produce written summary reports of financial research results
Partner with Senior Bankers to provide overall relationship management support
Participate in client transactions, projects, or assignments
Research and develop analytical tools to address issues such as portfolio construction and optimization, performance measurement, attribution, profit and loss measurement, and pricing models
Assist with day-to-day cash management activities, trading initiatives, vendor finance, foreign exchange, loan activity, debt capital markets efforts, share repurchase, and interest rate/equity derivatives
Support Bankers in cross selling the full spectrum of products and services by identifying customer needs to generate revenue
Responsible for evaluating public filings, research reports, operations, business plans, and financial forecasts to produce strategic and financial analyses
Stay abreast of market and industry trends, best practices, and the competitive landscape
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets by driving compliance with applicable laws, rules, and regulations

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
discretionary and formulaic incentive and retention awards

Fulltime

European Head of Investment Counsellors

The Investment Counsellor Team Lead manages multiple teams of senior professiona...

Location

Luxembourg , Bertrange

Salary:

275000.00 - 450000.00 EUR / Year

Citi

Expiration Date

Until further notice

Requirements

15+ years of experience
Extensive experience in providing investment advice and solutions as well as managerial experience
CFA, MBA degree or other advance degree a plus
Demonstrable track record in managing a business P&L
Demonstrable track record in managing sales and service functions associated with a large and complex client-focused investment organization
Relevant qualifications and registrations for the country of employment
Bachelor's/University degree, Master's degree preferred
Demonstrable strong organizational skills, including the ability to clearly formulate, communicate and implement business and investment strategies
the capacity to effectively engage and influence business partners and navigate through a complex global organization
and the ability to attract, develop and retain talent

Job Responsibility

Responsible for the effective coordination, management and delivery of all aspects of the CPB Investments Business within the region, including CIM and Capital Markets as well as the core functions noted herein
Manage both direct and matrix reports across the Investments business to ensure the business meet financial targets as well as all internal and external standards and practices
Development and execution of the region’s broader business strategy, including client segmentation and coverage, product positioning and development, platform and process enhancement, content delivery, regulatory compliance, risk and control, revenue and expense management
Through continuous direct client interaction, solicit client feedback on CPB’s Investments business, and drive platform and product initiatives to maintain CPB’s pre-eminent relevance and stated goal as trusted advisor to all target market clients
Provide leadership as the “Face” of the Investments business to all clients in the region
Manages a large team of investment professionals including Investment Counsellors and Product Specialists
Works effectively across the region, in close partnership with the senior leadership team for Investments Solutions, the regional management team, Market Executives, Team Leaders, Private Bankers and other partners including Lending and Wealth Planning to build strong client relationships and deliver to them the best of the Citi platform to clients
Effectively recruit, develop, promote and retain talented professionals across the Europe investments organization
Effectively engage, leverage, and partner with Citi Markets, Wealth Markets, CIM and Alts to provide exceptional investment offerings to CPB clients
In accordance with goals set by the Citi Private Bank Regional Head and the Private Bank Global Head of Investments Solutions, deliver continued revenue growth through managing the cost to income ratio, proactively managing expenses and consolidating the business across the region, creating operational efficiencies and achieving agreed financial targets

Fulltime

New

Business Banking Relationship Management Manager

At Wells Fargo, we are looking for talented people who will put our customers at...

Location

United States , Raleigh

Salary:

Not provided

Wells Fargo

Expiration Date

April 19, 2026

Requirements

5+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
2+ years of leadership experience

Job Responsibility

Manage and develop a team of business bankers with a focus on customer relationship development, customer experience, and risk management
Promote the growth of the business by implementing strategies to increase revenue by onboarding new customers, deepening the relationship with existing customers, and retaining existing credit or deposit balances
Identify and recommend opportunities for process improvement and risk control development
Make decisions and resolve issues regarding resources, objectives, and operations of team to meet business objectives
Collaborate and consult with peers, colleagues, and multiple level managers
Collaborate with other managers and department leadership in hiring, training, or development and evaluation of individuals' performance
Manage allocation of people and financial resources for Small Business Banking Relationship Management
Mentor and guide talent development of direct reports and assist in hiring talent
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Position will be responsible for visiting business banking employees, customers, and prospects within an assigned market/geography.

Fulltime

!

Senior Branch Network Management Trainee (SAFE)

Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for Nat...

Location

United States , HIGH POINT; ARCHDALE; ASHEBORO; LEXINGTON; SALISBURY; SILER CITY; THOMASVILLE

Salary:

Not provided

Wells Fargo

Expiration Date

April 18, 2026

Requirements

4+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
2+ years of leadership experience
This position requires SAFE registration at the time of employment
Ability to work a schedule that may include most Saturdays
Ability to travel in assigned geography up to 50% of the time during the first 6 months, depending on location
This position is not eligible for Visa sponsorship

Job Responsibility

Lead, manage and develop a diverse team of direct and indirect reports, creating a culture that fosters engagement and generates commitment and accountability to business outcomes
Lead a highly defined customer engagement process, coaching to specific behaviors that lead to an enhanced customer experience and drive growth in the business
Drive accountability for operational excellence
Execute policies and procedures in alignment with applicable regulations, as well as audit and escalation procedures
Manage the allocation of people and financial resources for the branch
Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business
Coach bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially
Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives
Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience
Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience

What we offer

robust benefits
competitive compensation
programs designed to help you find work-life balance and well-being

Fulltime

!

Business Direct Banker

Robert Half

Location:
United States , Columbus

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
April 11, 2026

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