Top Tech Jobs & Startup Jobs in Charlotte, NC

Lead complex treasury product implementations for global clients, managing onboarding, training, technical requirements, file mapping, stakeholder relationships, risks, project plans, and issue resolution. Partner with sales, operations, service, relationship management, and product teams to deliver effective client solutions. The role also involves translating client needs into technical specifications, improving operational processes, and identifying opportunities for AI and automation.

Lead client onboarding implementations for treasury and banking products, guiding new and existing clients onto the Chase banking platform. Responsibilities include managing strategic initiatives, resolving complex issues, ensuring policy compliance, coordinating teams, managing conflicts, improving operating processes, and fostering client and stakeholder collaboration. The role also supports technology adoption, anti-fraud awareness, cybersecurity, workflow automation, and AI-enabled efficiency improvements.

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.

Originates, grows, and retains profitable commercial banking relationships in diversified industries including basic materials, chemicals, industrial technology, metals, and mining. Builds client relationships, advises on financial solutions, develops prospects, collaborates with internal banking and investment teams, and identifies opportunities across credit, treasury, syndicated finance, commercial card, and other services. Requires strong industry expertise, sales performance, business judgment, and partnership skills.

Generate and grow treasury management business for middle-market clients by prospecting, retaining relationships, positioning cash management solutions, and partnering with bankers and product teams. Lead client business process reviews, develop localized market strategies, provide thought leadership, influence product development, and manage non-credit risk and relationship profitability. Requires substantial cash management, sales, relationship management, negotiation, and treasury product expertise.

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.

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.

Generate and grow treasury management business for middle-market clients by prospecting, retaining and expanding relationships; develop localized product and market strategies; collaborate with bankers and product/implementation teams; lead business process reviews; influence product development; deliver thought leadership; manage non-credit risk and profitability of assigned portfolio.

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.

Drive new business for Chase Travel by managing the full B2B sales cycle, including prospecting, discovery, solution development, presentations, negotiation, closing, and onboarding support. Build pipeline through outreach, referrals, cross-selling, and industry events. Use CRM tools, market research, and performance data to refine sales strategies, identify trends, and improve outcomes while collaborating with internal teams and supporting operational initiatives.