Top Tech Jobs & Startup Jobs in Charlotte, NC

Lead client onboarding implementations for new and existing banking clients transitioning to the Chase platform. Manage strategic initiatives, resolve complex issues, ensure policy compliance, coordinate team activities, and improve onboarding processes through innovation and design thinking. Build client and stakeholder relationships, manage conflicts, communicate procedures, and support cybersecurity and anti-fraud practices. The role requires approximately 10% travel to clients and internal partners.

Leads treasury product implementations and client onboarding for new and existing clients transitioning to the Chase banking platform. Owns implementation planning, training, testing coordination, technical specifications, troubleshooting, timelines, dependencies, and stakeholder communication. Builds relationships across clients, sales, operations, service, relationship management, and product teams while driving continuous improvement, resolving issues, and maintaining policy and SLA compliance.

Own end-to-end relationships with complex Commercial and Investment Bank clients. Partner across banking, sales, treasury, implementation, service, and KYC to manage onboarding, implementations, escalations, product discussions, strategic reviews, and growth opportunities. Coordinate cross-functional projects, present data-driven relationship reviews and RFP responses, resolve issues, manage competing priorities, and improve client service delivery through technology, process improvement, and consultative partnership.

Lead client onboarding implementations for treasury and banking products, guiding new and existing clients onto the Chase banking platform. Responsibilities include project management, issue resolution, policy compliance, conflict management, stakeholder collaboration, continuous improvement, and team coordination. The role also supports secure onboarding, anti-fraud awareness, cybersecurity practices, client presentations, and approximately 10% travel to clients and internal partners.

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.

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.