Business Direct Banker Job at Robert Half (Columbus)

Vp Corporate Banking

Citizens Corporate Banking is seeking a Vice President level colleague to suppor...

Location

United States , Philadelphia; Pittsburgh; Charlotte

Salary:

Not provided

Citizens Bank

Expiration Date

June 30, 2026

Requirements

5+ years Corporate or Investment Banking experience with a financial institution
Growth mindset with desire to learn and follow directions well
Ability to function as part of a flat organization, manage several projects at once and work effectively as an individual and as part of multiple teams
Excellent oral and written communication skills with the ability to express ideas in an organized and articulate manner
Ability to follow-up independently and consistently in a timely manner
Demonstrated aptitude for quantitative and qualitative analysis including: financial statement analysis, financial modeling and company or industry analysis
Self-starting team player who can think strategically and excel in a fast-paced, entrepreneurial work environment
High degree of maturity and integrity with a positive and hardworking attitude
Excellent attention to detail
Full command of Microsoft Word, Excel and PowerPoint

Job Responsibility

Support Senior Bankers with prospecting, new business ideas, and business development efforts
Leverage deep knowledge of the Diversified Industries to drive dialogue and deliver tailored financial solutions to clients and prospects
Preparing and reviewing marketing materials / pitchbooks for client meetings and internal memorandums / presentations
Act as liaison for Senior Bankers and clients, as well as partner with Portfolio Management, Leveraged Finance, Capital Markets, and Risk Management on all approval and committee requests
Conduct company and industry research
Analyze financial model output and client information to prioritize data and present conclusions for discussion purposes
Lead client planning and demonstrate proficiency with key products
Responsible for mentoring and developing junior team members
Responsible for a portfolio of clients and direct business development of N2N clients based on experience level
Other duties as assigned

What we offer

competitive pay
comprehensive medical, dental and vision coverage
retirement benefits
maternity/paternity leave
flexible work arrangements
education reimbursement
wellness programs

Fulltime

Business Direct Banker

The Customer Solutions Center (CSC) Business Direct Banker 1 provided “Simply th...

Location

United States , Columbus

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Completed High School Diploma or GED
Demonstrated at least 1 year of customer service experience

Job Responsibility

Delivered exceptional service to business banking customers by resolving inquiries and providing tailored financial solutions
Profiled customers to identify needs and facilitated Service-to-Sales conversations, recommending appropriate Huntington products and services
Cross-sold deposit, lending, and digital products while adhering to regulatory and compliance standards
Anticipated customer needs and ensured first contact resolution using available tools and resources
Maintained up-to-date knowledge of Huntington’s business banking products, services, procedures, and technology platforms
Provided overflow support to other CSC specialty teams and LOBs during high-volume periods or strategic initiatives
Collaborated with CSC Development Coordinators and Experience team members to share insights and support training efforts
Upheld Huntington’s core values and managed reputational risk by complying with all risk and compliance standards
Met and exceeded individual and team goals related to availability, customer satisfaction, sales, and quality
Performed other duties as assigned to support CSC strategic initiatives and enterprise-wide collaboration

What we offer

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

Csc business direct banker 1

The CSC Business Direct Banker 1 provides inbound phone support to Huntington’s ...

Location

United States , Akron

Salary:

21.00 USD / Hour

Robert Half

Expiration Date

Until further notice

Requirements

High School Diploma or GED
Minimum of 1 year of customer service experience
Proven experience in customer service or a related field
Strong communication skills, both written and verbal, with attention to detail
Proficiency in using email systems and managing correspondence effectively
Familiarity with laptop hardware, keyboards, and peripherals
Basic understanding of logistics operations and processes
Ability to quickly learn and adapt to new systems and technologies
Strong organizational skills with the ability to multitask and prioritize
Commitment to providing excellent service and resolving issues efficiently

Job Responsibility

Provide exceptional inbound phone support to business banking customers, resolving inquiries accurately and efficiently
Engage in Service‑to‑Sales conversations by profiling customer needs and recommending appropriate Huntington products and services
Cross‑sell deposit, lending, and digital banking products while adhering to all compliance and regulatory requirements
Strive for first‑contact resolution using available tools, procedures, and resources
Maintain current knowledge of business banking products, systems, and procedures
Support overflow calls for other CSC specialty teams and Lines of Business as needed
Collaborate with CSC Development Coordinators and Experience team members on training and knowledge sharing
Meet individual and team goals related to availability, customer satisfaction, quality, and referrals
Uphold Huntington’s core values and manage reputational risk at all times
Perform additional duties as assigned to support CSC initiatives

What we offer

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

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

Director of Banker Connection Operations

Wells Fargo is seeking a Director of Banker Connection Operations within Consume...

Location

United States , Phoenix

Salary:

Not provided

Wells Fargo

Expiration Date

Until further notice

Requirements

10+ years of Business Execution, Implementation, or Strategic Planning experience, including Management or leadership experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
4+ years of management or leadership experience

Job Responsibility

Manage and develop multiple business functional areas with focus on implementing and delivering long-term strategies, policies, and process advancements for cross-functional stakeholders, and internal and external partners associated with the area of Business Execution or who are affected by its outcomes
Identify Business Execution opportunities and strategies for process improvement and risk control development over the long-term in order to ensure operational excellence and process efficiency
Lead Business Execution team for assigned initiatives ensuring solutions are designed, integrated, and controlled to improve effectiveness, limit risk exposure, and create efficiencies as appropriate
Interpret and develop a range of policies and procedures for long-range and fundamental retooling of perspective, approach, culture, quality, relationships, operations, and capabilities
Collaborate and influence functional management to obtain resources, influence outcomes, address conflict, and ensure alignment with Wells Fargo strategies or policies and business line objectives
Manage allocation of people and financial resources for Business Execution
Develop and guide a culture of talent development to meet business objectives and strategy
Provide vision, direction, and leadership across core operational functions within Banker Connection
Develop and execute strategies that optimize workforce planning, performance management, and engagement initiatives
Serve as a key advisor to senior leaders, translating business priorities into actionable operational plans

What we offer

competitive salary
robust benefits package
programs to support work-life balance and well-being
rewarded for investing in your community
celebrated for being your authentic self
empowered to grow

Fulltime

New

Managing Director, Investment Counselor Team Lead

Location

United States , San Francisco; Los Angeles

Salary:

250000.00 - 500000.00 USD / Year

Citi

Expiration Date

June 05, 2026

Requirements

10+ years of experience
Robust experience in providing investment advice and solutions as well as managerial experience
Bachelor's degree
Prior managed investment experience with a strong ability to explain and implement asset allocation and individual asset classes
US Only: S7, S66 (or 63 & 65) & S3
Bachelor's/University degree, Master's degree preferred

Job Responsibility

Lead produce growth in investment revenue and AUMs with Ultra High Net Worth clients
Experienced in constructing and overseeing investment portfolios as well as in delivering advice and guidance on markets and actionable investment ideas
Credibility to cultivate trusting, productive relationships with key partners throughout CPB and the wider Citi
Entrepreneurial and capable of bringing in new clients/investment management mandates to the bank
They will have an exceptional understanding of, and ability to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients
Candidates for this position will be able to instill collaborative and team-oriented behavior, and to leverage a wide array of product and other specialists, as well as other divisions within Citigroup, to broaden investment relationships and add the most value to clients
Understand how to align products and other investment solutions with asset allocation targets, risk management parameters and client goals
The candidate must have a strong ability to coach experienced ICs and colleagues in the best ways to apply products to serve clients
For those clients covered directly by the candidate, function as the primary client contact and trusted investment advisor for clients
Implement a strategic advisory approach to account planning, focusing on the investment relationship in partnership with the Banker

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
planned time off (vacation)
unplanned time off (sick leave)
paid holidays

Fulltime

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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

Investment Counselor Team Lead - Central Region

The Invst Counselor Func Grp Mgr manages multiple teams of senior professionals ...

Location

United States , Dallas

Salary:

250000.00 - 500000.00 USD / 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
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
S7, S66 (or 63) & S3
NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
Bachelor's/University degree, Master's degree preferred
CFA, MBA degree or other advance degree a plus

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 Counselors and Product Specialists
Works effectively across the region, in close partnership with the senior leadership team for Investments, the regional management team, GMMs, RMMs, Private Bankers and other partners including Investment Finance and Trust 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 NAM investments organization
Effectively engage, leverage, and partner with ICG Markets, CIM and CIM-Alts to provide exceptional investment offerings to CPB clients
In accordance with goals set by the Private Bank Regional Head and the Private Bank Global Head of Investments, 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

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

Fulltime

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