Business Direct Banker Job at Robert Half (Columbus)

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

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

New

Branch Operations Coordinator

Wells Fargo is seeking a Branch Operations Coordinator for our National Branch N...

Location

United States , Salt Lake City

Salary:

Not provided

Wells Fargo

Expiration Date

August 13, 2026

Requirements

1+ year of customer service and issue resolution support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers
Complete operational activities while minimizing risks under established policies
Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
Support the Branch manager in operational tasks and scheduling
Resolve issues related to daily operations of the teller line, under direction of regional banking management
Support customers and employees in resolving or escalating concerns or complaints
Receive guidance from managers and exercise judgment within defined policies and procedures
Provide excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions
Identify information and services to meet customers financial needs
Motivate a diverse team to achieve full potential and meet established business objectives

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

Branch Operations Coordinator

Wells Fargo is seeking a Branch Operations Coordinator for our National Branch N...

Location

United States , Brookhaven; Exton; Glenolden; Lansdowne; Media; Philadelphia; Springfield; Upper Darby; Folsom

Salary:

Not provided

Wells Fargo

Expiration Date

Until further notice

Requirements

1+ years of customer service and issue resolution support experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers
Complete operational activities while minimizing risks under established policies
Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
Support the Branch manager in operational tasks and scheduling
Resolve issues related to daily operations of the teller line, under direction of regional banking management
Support customers and employees in resolving or escalating concerns or complaints
Receive guidance from managers and exercise judgment within defined policies and procedures
Provide excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions
Identify information and services to meet customers financial needs
Motivate a diverse team to achieve full potential and meet established business objectives

Fulltime

Associate Banker

Join us as an Associate Banker within our Real Estate team, where you’ll support...

Location

United Kingdom , Southampton

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Good client focus, with the ability to understand client needs and support a high‑quality experience
Excellent business acumen, with the capability to recognise opportunities and interpret financial information
Excellent written and verbal communication skills
Familiarity with corporate banking operations

Job Responsibility

Support Relationship Directors and Managers in delivering exceptional service to some of the Bank’s largest and most complex clients
Deepen client relationships, identify opportunities for growth, and work with product and specialist teams to support the delivery of tailored financial solutions
Contribute to strong risk and control practices, maintain high‑quality portfolio management, and support business development activities to attract new clients into the Large Corporate franchise
Follow, improve and strengthen controls, work collaboratively with Relationship Director to proactively identify and manage risk
Manage relationships with Product and Group Partners and act as a conduit for the portfolio
Deliver Products and Services to meet the needs of clients
Provide support to Relationship Managers/Directors, such as supporting client contact strategy, Annual Reviews and maintenance of client account plans
Provide service to clients to drive positive Savanta scores, ensuring servicing activity is directed to the appropriate contact point championing self-serve and digital adoption
Participate in internal training programs and workshops to develop knowledge of banking products, financial analysis, and relationship management skills
Develop and maintain industry knowledge dependent on portfolio purity

What we offer

Modern workspaces
collaborative areas
state-of-the-art meeting rooms
wellness rooms
on-site cafeterias
fitness centers
tech-equipped workstations
health and wellness support
mental health support
inclusive culture

Fulltime

Senior Administrator/ Assistant Manager

Under the supervision of a senior team member the successful candidate will be e...

Location

Jersey , Jersey

Salary:

Not provided

Ogier

Expiration Date

Until further notice

Requirements

4–6 years’ relevant experience in the finance industry is preferred, within Private Wealth or trust and fiduciary administration
Strong academic background
Bachelor’s degree or equivalent preferred
Working towards or holding a relevant professional qualification such as STEP or ICSA
Excellent written and verbal communication skills
Strong working knowledge of Viewpoint would be an advantage
Proficient in the use of Microsoft Office (Outlook, Word, Excel, PowerPoint)
Good knowledge of applicable statutory laws and relevant regulatory requirements, including anti-money laundering regulations
Demonstrates responsiveness, client focus, strong organisational skills, and meticulous attention to detail
Ability to work independently, use own initiative, and deliver results within deadlines

Job Responsibility

Manage the formation and administration of a varied portfolio of Private Wealth entities, including trusts, foundations, and related structures, in line with client and regulatory requirements
Liaise effectively with clients and third parties (such as lawyers, auditors, bankers and investment managers) to ensure successful administration of client affairs
Oversee transaction management, including organising and attending client meetings, drafting a range of minutes and trustee/board resolutions, attending to statutory filings within deadlines, maintaining statutory records, and coordinating timely execution of documents
Process and approve bank payments, reconcile payment logs, and ensure accurate record-keeping
Manage invoicing processes, including the production and circulation of invoices, fee collection and managing debtor positions
Monitor WIP and billing, ensure fee agreements are adhered to, and undertake fee reviews where necessary
Absolute commitment to data integrity in all activities, with particular focus on utilising systems (including Viewpoint) to drive efficiency and improve client service
Supervise and mentor Trainee Administrators and Administrators, providing feedback, supporting their training and identifying any additional development needs in conjunction with your direct manager
Support the 'Ogier Best Way' ethos within the team by contributing to process consistency, analysing practices, and driving alignment and efficiency
Contribute to business improvement by identifying enhancements to systems, processes, policies, and service delivery

Fulltime

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Business Direct Banker

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Business Direct Banker

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Csc business direct banker 1

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Branch Operations Coordinator

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