Top Tech Jobs & Startup Jobs in Charlotte, NC

Provide high-level administrative support to Commercial & Investment Banking executives: manage complex calendars, screen calls, coordinate domestic and international travel and meetings, organize events, process invoices and T&E, assist onboarding/offboarding, produce polished communications, and prepare/edit spreadsheets and presentations.

Lead and execute client onboarding initiatives for treasury and banking products, managing projects, resolving complex issues, ensuring compliance, driving continuous improvement, and fostering collaboration with clients and internal teams.

Provide comprehensive financial planning and goals-based advice to individuals and families; build and maintain client relationships; acquire new clients; deliver personalized investment and insurance solutions; coordinate Chase partner referrals; educate clients on digital tools; and maintain required FINRA and insurance licenses.

Provide investment banking solutions for public sector clients, develop financial models and bond structures, perform credit and debt capacity analyses, prepare RFPs and presentation materials, and support execution of municipal bond financings working with DCM, syndicate, trading, and derivatives teams.

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.

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.

Lead a regional team of Client Service Managers to improve commercial banking client experience. Manage escalations, analyze client data, drive change and technology initiatives, coach and develop staff, measure performance, promote self-service adoption, and collaborate with cross-functional partners to enhance products and services.

Support Treasury Management Officers by preparing client proposals, conducting cost/benefit and profitability analyses, creating pitchbooks and account plans, coordinating product partners, managing sales pipeline, and ensuring timely implementation, pricing, and billing to drive portfolio growth.

Serve as primary liaison for commercial and investment bank clients, drive client retention and growth, coordinate implementations and onboarding, manage escalations, support RFPs and sales pitches, and partner cross-functionally to ensure client satisfaction and operational execution.

Serve as liaison for complex commercial and investment bank clients, managing relationship retention and growth, coordinating implementations, resolving escalations, supporting onboarding/KYC, facilitating RFPs and sales pitches, and partnering across banking, operations, risk, and product teams to ensure high client satisfaction.