Top Fintech Jobs in Charlotte, NC

Serve customers in-branch by opening accounts, handling transactions, processing service requests and credit applications, and recommending appropriate banking products. Build relationships through proactive conversations, support branch growth via referrals, use digital tools to assist customers, and maintain compliance while coordinating handoffs to licensed specialists.

Acquire and deepen relationships with affluent customers through discovery-driven advice, manage a book of business, deliver multi-product banking and credit solutions, coordinate with Wealth/Home Lending/Business partners, promote digital adoption, ensure compliant documentation and risk controls, and support branch service needs including account openings and customer appointments.

Serve as the primary branch contact for consumer and business customers: open accounts, resolve service issues, lead discovery conversations, recommend deposit/credit/investment solutions, promote digital adoption, and coordinate referrals to Wealth, Home Lending, and Business Banking. Maintain accurate documentation, follow risk and compliance policies, and complete required licensing to transition from licensed-path to fully licensed Relationship Banker.

Manage and enforce rate lock policies, process rate locks and re-prices, ensure loan pricing accuracy, perform data entry, monitor investor locks and robotics reports, handle lock-related exceptions and escalations, support disclosures and fee accuracy, and train new teammates.

Manage and scale the Employee Stock Purchase Plan (ESPP) and full-value awards (RSU/PSU), oversee daily equity operations, approve analyst work, lead automation and integrations, operationalize global mobility and tax sourcing, and design employee education on equity and LTI.

Sell and advise members on Life, Home, and Auto insurance via phone, email, text, and chat. Manage leads and sales pipeline, run the sales lifecycle from intake to fulfillment, identify cross-sell opportunities, and help build Protect's operational processes while collaborating with cross-functional teams.

Conduct on-site investigations of residential property damage, prepare repair estimates, manage claims from first notice to closure, coordinate vendor repairs, explain coverage and assist policyholders, perform roof/attic/crawlspace inspections, and participate in occasional catastrophe or overnight training assignments.

The role involves leveraging relationships to prospect and secure partnerships for Snap! Mobile's fundraising solutions, with a focus on generating new business and conducting presentations.

Lead end-to-end KYC periodic reviews for higher-risk corporate customers, perform enhanced due diligence, document findings, escalate red flags, collaborate with internal teams, and monitor industry money laundering and fraud trends.

Lead enterprise-wide compliance and financial-crime risk assessments, evaluate controls and residual risk, produce executive reports, partner with MLROs/CCOs globally, drive transaction monitoring and customer risk scoring coverage, update geographic risk ratings, develop threat assessment frameworks, and pioneer AI-powered automation while maintaining human oversight.

Lead a global product team building automation-first, AI-assisted investigation and agent-facing tooling for AML, KYC, EDD, and sanctions screening. Define roadmap, metrics, vendor strategy, and regulatory controls to improve investigation quality, cycle time, and operational efficiency while ensuring security, privacy, and auditability.

Design and build a production-grade Legal AI platform of agentic workflows to automate high-volume legal tasks (agreement redlining, SEC filing support, governance), consolidate bots into a governed agent platform, own the institutional client agreement automation system, advise legal leadership, define make-vs-buy strategy, and serve as a pilot for deploying engineering in non-technical teams.

Lead and coach North Carolina field account executives to drive pipeline, revenue, and market share. Spend significant time in-market modeling selling, managing KPIs, forecasting, hiring, onboarding, and scaling repeatable field sales motions. Partner cross-functionally to refine product-market fit, amplify brand presence, and build a high-accountability, metrics-driven sales culture.

Lead and coach a regional field sales team to drive pipeline, close deals, and scale repeatable field sales motions. Spend significant time in-market, run disciplined pipeline and forecast reviews, hire and ramp AEs, use data to improve execution, and partner cross-functionally to deepen product-market fit and grow market share.

Work as an independent contractor showing homes, hosting open houses, attending inspections, and working field events on a flexible schedule. No contracts or closings required; paid a flat rate per field event. Must affiliate license with Redfin and join local MLS/Realtor association.

Support CFRM's risk management strategy by managing regulatory engagements and audits, conducting risk assessments and control testing, analyzing data to identify risks, advising on governance and remediation, overseeing CCAR and allowance processes, and leading cross-functional projects while communicating with executives and stakeholders.