Top Tech Jobs & Startup Jobs in Charlotte, NC

Lead complex treasury product implementations for global clients, managing onboarding, training, technical requirements, file mapping, stakeholder relationships, risks, project plans, and issue resolution. Partner with sales, operations, service, relationship management, and product teams to deliver effective client solutions. The role also involves translating client needs into technical specifications, improving operational processes, and identifying opportunities for AI and automation.

Own the post-sales experience for complex treasury and cash management client relationships. Coordinate onboarding, implementations, renewals, escalations, issue resolution, billing, due diligence, and cross-functional stakeholder alignment. Support strategic reviews, growth opportunities, RFPs, client meetings, migrations, and service improvements while preparing relationship materials and reporting. Partner with sales, coverage, product, implementation, operations, risk, and control teams to deliver consistent client outcomes.

Lead client onboarding implementations for treasury and banking products, guiding new and existing clients onto the Chase banking platform. Responsibilities include managing strategic initiatives, resolving complex issues, ensuring policy compliance, coordinating teams, managing conflicts, improving operating processes, and fostering client and stakeholder collaboration. The role also supports technology adoption, anti-fraud awareness, cybersecurity, workflow automation, and AI-enabled efficiency improvements.

Leads client solutioning and adoption of B2B payables and commercial card products. Partners with Sales to configure solutions, support pricing and pipeline planning, conduct executive-level presentations, develop RFP and ROI materials, and translate client needs into product feedback and new business opportunities.

Leads client onboarding implementations for treasury and banking products, transitioning clients to the Chase banking platform. Manages strategic initiatives, resolves complex issues, ensures policy compliance, coordinates teams, manages conflicts, and drives continuous improvement through innovation and design thinking. The role also supports client communication, cybersecurity, anti-fraud practices, digital literacy, and technology-enabled process improvements.

Leads change execution and operational readiness across a portfolio of strategic Payments initiatives. Establishes governance, tollgates, milestones, risk and dependency management, executive reporting, and stakeholder communications. Coordinates Product, Sales, Onboarding, Service, Marketing, Technology, Legal, Compliance, and Risk teams to deliver launches successfully. Improves execution frameworks, process efficiency, reporting transparency, and adoption while ensuring audit-ready documentation and appropriate controls.

Supports senior team members and serves as a liaison for complex Commercial Bank clients. Manages client relationships, escalations, implementations, onboarding, renewals, RFPs, strategic reviews, and growth opportunities. Coordinates cross-functional teams across banking, treasury, service, implementation, KYC, risk, and operations. Addresses treasury product, setup, billing, and invoice issues while supporting retention, client satisfaction, and revenue expansion. Requires approximately 20% travel to visit clients and internal partners.

Provide comprehensive financial planning and goals-based advice to individuals and families; build and maintain client relationships; acquire new clients; deliver personalized investment and insurance solutions; coordinate Chase partner referrals; educate clients on digital tools; and maintain required FINRA and insurance licenses.

Lead and execute client onboarding initiatives for treasury and banking products, managing projects, resolving complex issues, ensuring compliance, driving continuous improvement, and fostering collaboration with clients and internal teams.

Originates, grows, and retains profitable commercial banking relationships in diversified industries including basic materials, chemicals, industrial technology, metals, and mining. Builds client relationships, advises on financial solutions, develops prospects, collaborates with internal banking and investment teams, and identifies opportunities across credit, treasury, syndicated finance, commercial card, and other services. Requires strong industry expertise, sales performance, business judgment, and partnership skills.