Top Tech Jobs & Startup Jobs in Charlotte, NC

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.

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.

Sell and manage treasury management solutions for commercial clients. Prospect and grow revenue, retain and expand relationships, lead process reviews, partner with product and implementation teams, deliver thought leadership, and manage portfolio non-credit risk and profitability.

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.

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.

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.

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.

Lead and execute client onboarding initiatives for Chase banking platform, manage project delivery, resolve complex issues, ensure compliance, foster collaboration, and drive continuous improvement in operating platforms.

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.