Top Tech Jobs & Startup Jobs in Charlotte, NC

Develop and grow SBA and USDA B&I loan volume through marketing, referral networks, and efficient pipeline management. Prepare complete loan packages, determine eligibility per SBA SOP, structure financing, analyze financial statements and tax returns, manage credit and closing processes, and support/conduct business development and staff coaching.

The Risk Advisor will assist clients with insurance needs, recommending coverage, evaluating risks, and building relationships with TowneBank personnel.

The Commercial Lines Risk Advisor will generate leads, assist with insurance quotes, maintain client relationships, and ensure policy accuracy and compliance.

The Private Client Risk Advisor will develop business relationships, tailor risk management strategies, stay updated on insurance products, and meet sales objectives while ensuring excellent client service.

Provide member-facing banking services: open and maintain accounts, process monetary transactions, assist members in person/phone/email, promote bank products, follow security/AML/BSA rules, and support teller and branch duties as needed.

Serve as a trusted advisor for complex commercial insurance accounts, partnering with producers, carriers, and internal teams to deliver tailored risk solutions. Ensure accuracy, responsiveness, compliance, and exceptional client service while managing account relationships, renewals, and documentation in a hybrid environment.

Provide timely, professional service to commercial insurance clients: handle endorsements, renewals, audits, cancellations, claims, certificates, and finance agreements; liaise with risk advisors, carriers, and underwriters; use agency systems to support retention and client satisfaction.

The Relationship Specialist ensures excellent service delivery for loan and deposit processes, assisting members in various financial transactions, maintaining compliance, and supporting banking operations.

The Senior Account Manager provides sales and service support to clients, processes transactions, resolves discrepancies, and maintains client files and relationships.

The Personal Lines Sales Manager leads a team, drives sales performance, implements growth strategies, and enhances client experience through operational improvements and digital tools.