Top Tech Jobs & Startup Jobs in Charlotte, NC

Evaluates and structures specialty lending requests for private banking and UHNW clients. Performs credit analysis, reviews financial documentation, recommends lending terms, and manages transactions from inquiry through post-closing. Coordinates with credit officers, relationship managers, portfolio management, investment advisors, trust services, and external parties. Maintains pipeline efficiency, ensures documentation accuracy, monitors portfolio quality, supports client relationships, and ensures compliance with credit policies, regulatory requirements, and fiduciary obligations.

Coordinates branch closures and network transitions across field leadership, operations, marketing, communications, legal, risk, and enterprise partners. Builds transition plans, readiness routines, escalation paths, customer communications, performance tracking, and continuous-improvement playbooks. Uses market insights and performance data to identify risks, support customer retention and migration, improve execution quality, and provide executive-ready recommendations.

Supports branch network performance reporting, dashboard development, data preparation, impact measurement, experimentation, and business insights. The analyst uses SQL and Alteryx or similar tools to prepare datasets, evaluate branch initiatives, maintain recurring reports, and communicate findings to stakeholders across retail banking, marketing, finance, and distribution. This is an early-career developmental role requiring careful analysis, clear communication, documentation, and collaboration.

Provides virtual wealth-management advice to mass-affluent clients through phone and video consultations. Analyzes client finances, recommends investment strategies and insurance products, develops client relationships, grows assets under management, acquires and retains clients, achieves sales goals, and maintains regulatory and company compliance while partnering with branch personnel.

Leads deposit retention and engagement strategy across MMA and CD portfolios. Develops maturity journeys, targeting, customer treatments, offers, banker plays, digital experiences, and balance-consolidation initiatives. Partners with Pricing, Analytics, Marketing, Digital, Retail, and Relationship Banking teams to convert portfolio insights into coordinated actions. Establishes scorecards and closed-loop measurement for retention, sales, treatment response, and channel conversion while ensuring regulatory and operational compliance.

Branch-based Wealth Advisor who builds and manages personalized wealth management practices, develops new business, partners with internal specialists, and services high-net-worth clients through financial planning, investment, insurance, and estate strategies.

Provides virtual wealth advisory services to mass-affluent clients by assessing financial needs, recommending investment and insurance products, acquiring and retaining clients, growing assets, developing branch relationships, and meeting sales goals. The role delivers personalized strategies through phone and video while maintaining regulatory and organizational compliance.

Develop and manage a wealth advisory practice by understanding client goals, creating personalized financial plans, expanding client relationships, generating referrals, and coordinating internal specialists across financial planning, investments, insurance, and estate planning.

Leads growth strategy for existing credit cardmembers by managing product enhancements, customer experiences, rewards initiatives, promotional strategies, and portfolio KPIs. Owns P&L performance, budgeting, forecasting, pricing, profitability, risk considerations, campaign deployment, and competitive analysis. Collaborates with Marketing, Finance, Risk, Operations, Distribution, and portfolio leaders to drive utilization, retention, growth, fee revenue, and margin objectives.

Develop and manage a wealth advisory practice by understanding client goals, creating personalized financial plans, and promoting investment, insurance, estate planning, and wealth management services. The advisor builds client relationships, generates prospects through partner referrals, conducts outreach, manages a client book, and collaborates with internal specialists in a branch-based banking environment.