Top Tech Jobs & Startup Jobs in Charlotte, NC

Act as primary liaison for Commercial & Investment Bank clients: support bankers, manage escalations, coordinate onboarding and large implementations, run project plans and meetings, assist RFPs, collaborate with KYC, risk and operations, and drive retention and growth.

Sell and manage treasury management solutions for emerging middle market clients. Prospect for new business, retain and expand relationships, lead client process reviews, collaborate with internal partners, manage portfolio non-credit risk, and deliver market thought leadership to grow revenue and profitability.

Serve as primary liaison for Commercial & Investment Bank clients to manage escalations, coordinate implementations, support onboarding and renewals, enable bankers on growth opportunities, and drive client satisfaction and retention through cross-functional project management.

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.

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.