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Top Tech Jobs & Startup Jobs in Charlotte, NC
Financial Services
Lead, recruit, coach, and grow a regional team of Loan Officers. Drive sales execution, meet regional production goals, support onboarding and training, ensure compliance with mortgage guidelines and AML/BSA, collaborate with bank partners and marketing, and maintain personal loan production target of $12M annually.
Financial Services
The Relationship Specialist ensures excellent service delivery for loan and deposit processes, assisting members in various financial transactions, maintaining compliance, and supporting banking operations.
Top Skills:
CreditquestInsightLaserproMS OfficeNextgen
Financial Services
The Benefits Consultant role involves generating sales through needs-based analysis, maintaining client relationships, and overseeing team members while providing client service and managing proposals and referrals.
Top Skills:
Group Health And Life ProductsInsurance Technology
Financial Services
Manage complex commercial insurance accounts as a trusted advisor, partnering with producers, carriers, and internal teams to deliver tailored risk solutions. Ensure accuracy, responsiveness, and regulatory compliance, maintain strong client relationships, and use agency management systems and Microsoft tools to support service delivery and growth.
Top Skills:
Applied EpicMS Office
Financial Services
Lead development and execution of proactive recruiting and employer branding strategies, build talent pipelines and campus relationships, manage internship and onboarding programs, ensure compliance with employment and regulatory laws, partner with leadership and marketing to meet workforce needs.
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Financial Services
Lead design, delivery, and evaluation of training and professional development programs. Partner with senior leaders and subject-matter experts, manage L&D team, create career development plans, ensure compliance (including AML/BSA), coordinate with enterprise teams, and support M&A-related technical training.
Top Skills:
Hr SoftwareLearning Management SystemsReporting PlatformsTraining Tools
Financial Services
Serve commercial clients by managing policies, renewals, endorsements, audits, cancellations, claims, and certificates. Work with risk advisors, carriers, and underwriters to resolve service requests, retain accounts, use agency systems (e.g., Applied Epic), and deliver timely, accurate client support.
Top Skills:
Applied EpicCarrier SitesExcelMicrosoft OutlookMicrosoft Word
Financial Services
Provide investment advice and recommendations, execute buy/sell orders, process deposits, maintain client communication and compliance, complete required continuing education, and follow AML/BSA regulations.
Top Skills:
ExcelMicrosoft WordMs OutlookWindows
Financial Services
The Risk Advisor will assist clients with insurance needs, recommending coverage, evaluating risks, and building relationships with TowneBank personnel.
Top Skills:
Epic SystemsInsurance Agency Management SoftwareMicrosoft Suite
Financial Services
The Commercial Lines Risk Advisor will generate leads, assist with insurance quotes, maintain client relationships, and ensure policy accuracy and compliance.
Top Skills:
Acord ApplicationsP & C Insurance License
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