Top Tech Jobs & Startup Jobs in Charlotte, NC

Provide holistic financial planning and investment advice to individuals and families, build and manage a book of business, acquire and deepen client relationships, collaborate with partners, and promote digital tools and investor education.

Lead a regional team of Client Service Managers to improve commercial banking client experience. Manage escalations, analyze client data, drive change and technology initiatives, coach and develop staff, measure performance, promote self-service adoption, and collaborate with cross-functional partners to enhance products and services.

Support Treasury Management Officers by preparing client proposals, conducting cost/benefit and profitability analyses, creating pitchbooks and account plans, coordinating product partners, managing sales pipeline, and ensuring timely implementation, pricing, and billing to drive portfolio growth.

Serve as primary liaison for commercial and investment bank clients, drive client retention and growth, coordinate implementations and onboarding, manage escalations, support RFPs and sales pitches, and partner cross-functionally to ensure client satisfaction and operational execution.

Serve as primary liaison for complex commercial clients to drive retention, growth, onboarding, implementations, issue resolution, and cross-functional coordination for treasury and cash management services.

Serve as liaison for complex commercial and investment bank clients, managing relationship retention and growth, coordinating implementations, resolving escalations, supporting onboarding/KYC, facilitating RFPs and sales pitches, and partnering across banking, operations, risk, and product teams to ensure high client satisfaction.

Act as primary liaison for Commercial & Investment Bank clients: support bankers, manage escalations, coordinate onboarding and large implementations, run project plans and meetings, assist RFPs, collaborate with KYC, risk and operations, and drive retention and growth.

Support Treasury Management Officers by preparing client proposals, pricing and profitability analyses, relationship review materials, and coordinating implementation with product partners to grow middle-market treasury portfolios.

Sell and manage treasury management solutions for emerging middle market clients. Prospect for new business, retain and expand relationships, lead client process reviews, collaborate with internal partners, manage portfolio non-credit risk, and deliver market thought leadership to grow revenue and profitability.

Serve as primary liaison for Commercial & Investment Bank clients to manage escalations, coordinate implementations, support onboarding and renewals, enable bankers on growth opportunities, and drive client satisfaction and retention through cross-functional project management.