Top Tech Jobs & Startup Jobs in Charlotte, NC

Develops Power BI dashboards and data solutions for loan portfolio reporting, credit risk monitoring, and regulatory compliance. Translates complex banking data and FDIC reporting requirements into actionable insights, semantic models, and automated reporting tools. Partners with stakeholders across the organization, drives data cleansing and optimization, supports data roadmaps, and provides recommendations under regulatory deadlines. The role requires financial services knowledge, strong analytical and communication skills, leadership, and expertise with Power BI, Databricks, SQL, DAX, and related data modeling technologies.

Develops SBA and USDA B&I loan volume through marketing, referral-network development, business development, loan structuring, underwriting analysis, and relationship management. Manages applications from prospecting through credit review and closing, interprets financial statements and tax returns, ensures regulatory compliance, prepares complete credit packages, identifies closing risks, and supports borrowers and internal banking partners. The role also coaches staff and manages lending-office processes and risk controls.

Originates and develops SBA and USDA business loan opportunities through marketing, referral-network development, and relationship management. Converts prospects into applications, structures financing packages, interprets financial statements and tax returns, manages credit and closing processes, and ensures compliance with SBA procedures, lending policies, AML, and BSA requirements. The role also supports conventional bankers, manages the loan pipeline, coordinates documentation, and may coach staff.

The Benefits Consultant role involves generating sales through needs-based analysis, maintaining client relationships, and overseeing team members while providing client service and managing proposals and referrals.

Manage commercial insurance client accounts—ensure policies are bound and billed timely, assist with new and renewal accounts, maintain client records, handle endorsements/audits/cancellations/claims, collect payments, and maintain an active P&C license through continuing education.

Provide investment advice and recommendations, execute buy/sell orders, process deposits, maintain client communication and compliance, complete required continuing education, and follow AML/BSA regulations.

The Risk Advisor will assist clients with insurance needs, recommending coverage, evaluating risks, and building relationships with TowneBank personnel.

The Commercial Lines Risk Advisor will generate leads, assist with insurance quotes, maintain client relationships, and ensure policy accuracy and compliance.

The Private Client Risk Advisor will develop business relationships, tailor risk management strategies, stay updated on insurance products, and meet sales objectives while ensuring excellent client service.