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Fintech • Financial Services
Acquire, deepen, and manage relationships with affluent customers; deliver multi-product financial solutions across deposits, lending, investments, and business banking; coordinate with Wealth, Home Lending, and Business Banking; handle everyday banking needs; ensure accurate documentation, risk compliance, and digital adoption; grow a defined book of business and support branch team performance. Licensing (FINRA, State Insurance, SAFE) and background standards required.
Fintech • Financial Services
Forecast contact center staffing and call volumes, manage scheduling and off-phone time, analyze forecast-to-actual results, recommend process and configuration improvements, mentor others, resolve issues, interpret compliance requirements, and collaborate across teams to meet business objectives.
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Fintech • Financial Services
Provide roving, in-branch banking support across multiple locations: open accounts, handle teller transactions, process service and credit requests, drive referrals and product adoption, use digital tools, and collaborate with branch teammates while maintaining compliance and risk controls.
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Wells Fargo Charlotte, North Carolina, USA Office
355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
