Top Tech Jobs & Startup Jobs in Charlotte, NC

Sell and expand treasury management solutions to middle-market clients by prospecting, developing strategic client relationships, executing product strategies, leading business process reviews, coordinating with bankers and product teams, managing non-credit risk, and driving revenue and profitability.

Drive new and existing treasury management business for middle-market clients by prospecting, selling, and delivering integrated cash management solutions. Collaborate with bankers and product teams, lead client process reviews, manage non-credit portfolio risk, and represent the firm at industry events to grow revenue and profitability.

Originate, grow, and retain profitable commercial client relationships in Diversified Industries by partnering with internal teams to deliver credit, treasury, lending, and capital markets solutions. Act as industry expert, prospect methodically, identify client opportunities, and meet sales targets while maintaining strong internal and external relationships.

Lead relationship development and sales for mid-corporate clients with a national insurance focus. Drive new business, deepen client relationships, deliver integrated treasury and payments solutions, act as national insurance subsector champion, partner with internal product and marketing teams, manage proposals and RFPs, and ensure compliance and KYC alignment.

Lead origination, structuring, pricing, negotiation, and distribution of syndicated debt transactions in the Southeast; prepare client proposals, oversee financial modeling and marketing materials, coordinate legal documentation, and engage senior client and investor management.

Originates, grows, and retains profitable commercial client relationships across Diversified Industries (capital goods, transportation, logistics, heavy equipment). Partners with bankers and product teams to sell banking solutions (credit, treasury, syndicated finance, commercial card), meet sales goals, and provide national territory coverage while driving innovation and cross‑business collaboration.

Serve as the primary liaison for Commercial & Investment Bank clients, managing relationship health, escalations, implementations, onboarding, renewals, and cross-functional coordination to drive retention, growth, and client satisfaction.

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.

Lead client onboarding implementations for treasury and banking products, managing projects to transition clients to the Chase platform. Analyze and resolve complex issues, ensure technical and policy compliance, manage day-to-day team activities, resolve conflicts using influence and emotional intelligence, and drive continuous improvement and technology adoption to enhance onboarding efficiency and resilience.

Serve as the primary liaison for complex Commercial & Investment Bank clients, coordinating onboarding, implementations, escalations, and relationship management. Support bankers and treasury teams to drive retention, revenue expansion, and client satisfaction through project management, risk coordination, RFP support, and cross-functional collaboration.