Top Tech Jobs & Startup Jobs in Charlotte, NC

Manages, acquires, and expands commercial banking relationships with businesses generating $5 million to $50 million annually. Advises clients on credit, liquidity, interest rate management, treasury, and wealth solutions while generating loans, deposits, and fee income. Develops new business through community involvement, centers of influence, and internal partnerships. Requires commercial credit expertise, consultative selling, negotiation, risk and compliance knowledge, and experience managing moderately complex portfolios.

Sources, develops, and closes SBA 7(a) and 504 loan opportunities through cold calling, referral networks, SBA events, and market development. Builds relationships with business brokers, consultants, attorneys, accountants, and internal Business Banking partners. Guides applications through underwriting and closing while ensuring compliance with SBA requirements, credit policies, and risk-management standards. Manages a pipeline, achieves sales goals, and supports growth of the SBA loan portfolio.

Develop and manage relationships with small business clients generating $1 million to $10 million in annual revenue. Assess client needs, recommend banking and lending solutions, manage portfolios, generate new commercial relationships, and drive loan and deposit growth. Build referral networks with CPAs and attorneys, engage in community activities, and collaborate with banking, lending, and investing teams. Complete business banking, sales, and commercial credit training.

Develop and grow a branch-based wealth management practice by assessing client goals, creating personalized financial plans, managing client relationships, generating referrals, and promoting investment, insurance, estate planning, and financial planning services. The role requires active securities and insurance licenses, financial advisor experience, business development success, and familiarity with high-net-worth clients.

Manage and grow treasury relationships with municipal and public-sector clients across New Jersey and surrounding markets. Advise government entities on cash management, commercial card, merchant services, trade, and supply chain finance solutions. Acquire new clients, expand existing portfolios, identify cross-sell opportunities, coordinate onboarding with internal partners, and provide public-sector market insights. The role requires strong client communication, treasury sales expertise, ethical judgment, and local and regional travel.

Lead end-to-end governance and operational oversight of the GCC Operate Phase, driving operating model consistency, vendor and stakeholder management, SLA/KPI delivery, continuous improvement, and resource/financial optimization across global shared services.

Work on M&A, equity and debt transactions for digital infrastructure clients (data centers, fiber, broadband). Prepare financial models and valuations, conduct due diligence, draft pitch materials and transaction documents, support business development, and manage client interactions across deal execution.

Manage and improve corporate giving data systems: build and maintain Tableau/Excel dashboards, respond to ad hoc data requests, clean and govern community data, administer Bonterra/CyberGrants, and lead project management for giving programs and strategic initiatives while partnering with enterprise stakeholders.

Lead automation and orchestration for enterprise Vulnerability Management. Build integrations and data pipelines across security tools, cloud, and ServiceNow; automate intake, prioritization, remediation tracking, and reporting; optimize workflows, dashboards, and asset correlation; collaborate with engineering and cloud teams to scale risk-based remediation and improve data quality.

Provides operational and client-service support for Private Wealth accounts, including transaction processing, account opening and maintenance, money and asset movement, trade and fee processing, inquiry resolution, and discrepancy research. The role requires licensed financial-services experience, strong attention to detail, risk awareness, regulatory adherence, and collaboration with Wealth Managers and internal teams. It is primarily office-based during training, with potential hybrid work based on performance and approval.