Top Tech Jobs & Startup Jobs in Charlotte, NC

Owns the end-to-end documentation process for commercial bank account openings. Responsibilities include researching, drafting, validating, and managing client documentation; coordinating with bankers, sales, service, and Know Your Customer teams; explaining requirements to clients; resolving issues; managing competing priorities; and escalating risks or blockers. The role emphasizes client experience, attention to detail, controls, communication, organization, and timely onboarding delivery.

Lead organizational strategy and transformation initiatives for Client Onboarding & Service. Responsibilities include process improvement, data-driven analysis, AI integration, change management, executive communications, stakeholder advisory, business case development, roadmap creation, and project leadership. The role manages multiple workstreams and team members while driving organizational effectiveness, workforce transformation, operating model evolution, and measurable business outcomes.

Leads technical payment-platform implementations for merchants, including integration design, certification testing, data and network troubleshooting, client conversions, issue resolution, documentation, and stakeholder coordination. Acts as a technical consultant and subject matter expert across clients, integrators, resellers, vendors, and internal teams while identifying risks, improving processes, and mentoring analysts.

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.

Manages commercial banking RFP intake, screening, risk assessment, exceptions, compliance reviews, and proposal coordination. Serves as liaison between sales teams and proposal managers, researches requirements, consults subject matter experts, ensures deadlines and SLAs are met, and provides strategic guidance for client-focused, compliant proposals. The role also communicates non-standard terms, secures approvals, and supports customized solutions for Treasury Services and Commercial Card clients.

Manage and grow a portfolio of Government and Not-for-Profit clients, provide tailored business banking and credit solutions (up to $40M), prospect and deepen relationships, leverage referral networks, and ensure regulatory and risk compliance.

Design and maintain Python-based analytics frameworks for KYC quality assurance testing, statistical sampling, validation, and workflow automation. Integrate data from internal systems and APIs, apply statistical and machine learning techniques, identify control gaps, and improve testing efficiency. Document methodologies, assumptions, controls, and limitations for audit and regulatory review. Partner with risk, compliance, operations, and quality assurance stakeholders while communicating analytical findings and methodology decisions clearly.

Manage end-to-end RFP responses for treasury, commercial card, and healthcare payment solutions. Write, edit, and proofread client-focused proposals, translate technical details for stakeholders, coordinate subject matter experts and graphics, and submit reusable content to a content management team. Support sales with consultative advice and research to drive strategic client growth.

Support Treasury Management Officers by preparing client proposals, performing cost/benefit and profitability analyses, creating pitchbooks and account plans, understanding clients' cash management needs, coordinating with product partners, managing pipeline, and ensuring accurate implementation, pricing, and billing.

Generate and grow treasury management business for middle-market clients by prospecting, retaining and expanding relationships; develop localized product and market strategies; collaborate with bankers and product/implementation teams; lead business process reviews; influence product development; deliver thought leadership; manage non-credit risk and profitability of assigned portfolio.