Top Tech Jobs & Startup Jobs in Charlotte, NC

The Senior Branch Premier Banker will acquire affluent consumer and small business customers, advise them on financial options, and manage relationships, while ensuring compliance with banking regulations and processes.

The Brokerage Client Assistant supports the Financial Advisory team with account information, administrative tasks, and client inquiries while ensuring regulatory compliance and process improvements in client support.

Lead the Credit Loan Closing team at Wells Fargo, managing settlements of loans, bonds, and claims while driving efficiencies and compliance.

The Private Mortgage Banker will solicit residential mortgages, produce jumbo loans, maintain customer relationships, and ensure compliance with mortgage regulations while providing excellent customer service.

The role involves selling residential mortgages, building relationships, understanding mortgage industry trends, and ensuring compliance with mortgage regulations.

The Roving Personal Banker will provide customer support across various branch locations, assist with account openings and service requests, and promote banking products while ensuring compliance with regulations.

The role involves driving growth in Financial Advisor productivity through training, partnering with directors, ensuring compliance, and analyzing advisor performance data.

The 2026 Investment Banking Summer Associate Program involves training MBA students in financial modeling, deal execution, and client advisory work, while fostering leadership skills.

The Customer Service Manager will lead a team providing customer support for Alternative Investments, manage escalated issues, drive service improvements, and mentor staff while ensuring client satisfaction.