Lennar HomesNewFinance Manager Lennar HomesFinance ManagerCharlotte, NCFull timeWe are LennarLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Requires the ability to work more than eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds.
Environmental Resources Management, Inc.Job Posting Title Director, Consulting Services Sales (Banking/Finance/PE) - Charlotte, North Carolina Environmental Resources Management, Inc.Job Posting Title Director, Consulting Services Sales (Banking/Finance/PE) - Charlotte, North CarolinaCharlotte, NCFull timeThe Director, Consulting Services Sales for Sustainability Industry (Banking/Finance/PE background required) is focused on building and maintaining relationships with key buyers of consulting services, generating leads and supporting sales pursuits within a defined set of accounts. The ideal candidate will have a proven track record in consulting sales, a willingness to build an understanding of ERM’s service offerings and value propositions, excellent communication skills, and the ability to work independently and as part of a team to pursue and win new business opportunities.
ERM International Group LtdJob Posting Title Director, Consulting Services Sales (Banking/Finance/PE) - Charlotte, North Carolina ERM International Group LtdJob Posting Title Director, Consulting Services Sales (Banking/Finance/PE) - Charlotte, North Carolinacharlotte, NCThe Director, Consulting Services Sales for Sustainability Industry (Banking/Finance/PE background required) is focused on building and maintaining relationships with key buyers of consulting services, generating leads and supporting sales pursuits within a defined set of accounts. The ideal candidate will have a proven track record in consulting sales, a willingness to build an understanding of ERM's service offerings and value propositions, excellent communication skills, and the ability to work independently and as part of a team to pursue and win new business opportunities.
Hometrust BankBusiness Banking Officer Hometrust BankBusiness Banking OfficerCornelius, NCAbout HomeTrust BankHomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, and Tennessee. This position establishes business loan, deposit, treasury management and other related services to meet needs of clients within a designated geographical territory, and target clients typically have annual revenues of $500,000 to $5,000,000 with lending needs of up to $1,500,000.Key
JPMorgan ChaseCommercial Banker - Mid-Corporate Commercial Banking - Vice President JPMorgan ChaseCommercial Banker - Mid-Corporate Commercial Banking - Vice PresidentCharlotte, NCJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Your role involves growing and retaining profitable relationships within the Mid-Corporate Banking target market, which typically includes companies with annual revenues ranging from $100 million to $2 billion.
Robert W Baird & Co IncInvestment Banking Analyst Robert W Baird & Co IncInvestment Banking AnalystCharlotte, NCProvide analytical support across mergers and acquisitions, public offerings, and other financial advisory services • Work with your team to prepare company valuations, build financial models, and create marketing materials • Contribute to business development efforts through research, analysis, and preparation for client meetings and pitches • Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal • Use AI tools like Rogo and auxi to streamline the creation of pitch books and models, and employ data visualization software like Power BI to generate data-driven insights and reports for client materials. • A candidate energized by learning, teamwork, and real responsibility • 12-24 months of full-time work experience (investment banking preferred) • A proven academic record and a passion for finance (a finance degree is helpful, but not required) • Drive, resilience, and a strong work ethic • Ability to work independently and thrive in a collaborative setting • Strong mathematical, writing, and verbal skills; relevant software proficiency • SIE and Series 79 licensing preferred (or the ability to obtain them quickly) • Experience with AI tools such as Rogo, CoPilot, and auxi is preferred • Familiarity with data visualization tools such as Power BI, Tableau, or similar.
U.S. BancorpCorporate Banking Relationship Manager - Power & Utilities U.S. BancorpCorporate Banking Relationship Manager - Power & UtilitiesCharlotte, NC$200,000–$325,000 / yearConsiderable knowledge and experience in managing and growing a large portfolio of corporate clients (Power & Utilities preferred) • Considerable knowledge and experience in managing and growing a large portfolio of corporate clients (Power & Utilities preferred). • Demonstrated experience in building relationships and credibility with internal stakeholders (portfolio management/credit risk management/product partners) • Demonstrated experience in building relationships and credibility with internal stakeholders (portfolio management/credit risk management/product partners).
City National BankClient Service Associate (Commercial Banking) City National BankClient Service Associate (Commercial Banking)Charlotte, North CarolinaRemote$65,296–$104,304 / yearWorks directly with clients in handling all areas of operations (e.g., loan payments, wires, new accounts, checking and savings account activity, CD’s, investments, etc.) to free Relationship Managers from performing these duties. Reviews large deposits and either approves or declines immediate credit based on knowledge of clientele, account balance, account history and other related factors within delegated authority.
City National BankSenior Client Service Associate (Middle Market Banking) City National BankSenior Client Service Associate (Middle Market Banking)Charlotte, North CarolinaRemote$71,869–$114,797 / yearWorks directly with clients in handling all areas of operations (e.g., loan payments, wires, new accounts, checking and savings account activity, CD’s, investments, etc.) to free Relationship Managers from performing these duties. Reviews large deposits and either approves or declines immediate credit based on knowledge of clientele, account balance, account history and other related factors within delegated authority.
Deloitte Touche Tohmatsu LtdNewProduct Lead, Commercial Banking Deloitte Touche Tohmatsu LtdProduct Lead, Commercial BankingCharlotte, NC$128,000–$252,500 / year4-6+ years of experience in strategy, operations, or business transformation within a financial services institution or top-tier consulting environment, including a minimum of 2+ years of demonstrated success leading or supporting large-scale transformations (e.g., new product launches, platform migrations, or business integrations) and driving execution across long-term project lifecycles. You will work directly with commercial lending officers, treasury managers, and credit risk professionals to understand their work and help synthesize those across: current state understandings, target state hypothesis, process documentation, requirements, and / or and platform configuration decisions that drive measurable outcomes.
Deloitte Touche Tohmatsu LtdNewTechnical Product Lead, Commercial Banking Deloitte Touche Tohmatsu LtdTechnical Product Lead, Commercial BankingCharlotte, NC$116,200–$229,100 / yearYou will work directly with commercial lending officers, treasury managers, and credit risk professionals to understand their work and help synthesize those across: current state understandings, target state hypothesis, process documentation, requirements, and / or and platform configuration decisions that drive measurable outcomes. As a Senior Consultant, you will lead Commercial Banking functional workstreams on large-scale banking transformation programs, translating complex business requirements into actionable solution designs while bridging the gap between business stakeholders and technology implementation teams.
JPMorgan Chase Bank, N.A.Relationship Executive - Emerging Middle Market Commercial Banking - Executive Director JPMorgan Chase Bank, N.A.Relationship Executive - Emerging Middle Market Commercial Banking - Executive DirectorCharlotte, NCFull timeJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Accenture PlcAgentic Commerce Manager | Banking Accenture PlcAgentic Commerce Manager | BankingCharlotte, NCYou will work across strategy, digital experience, content, platform integration, and data teams to help clients improve how their financial products show up across search, AI interfaces, and partner ecosystems, while ensuring readiness for agent-mediated interactions. As banking journeys evolve beyond traditional digital channels, organizations must rethink how their products, content, platforms, and data are structured to operate within AI-driven and ecosystem-based environments.
GIA Legacy Planning🚨 NOW HIRING: Licensed Insurance Agent – Mentorship Track to Become an Infinite Banking Specialist 🚨 GIA Legacy Planning🚨 NOW HIRING: Licensed Insurance Agent – Mentorship Track to Become an Infinite Banking Specialist 🚨Charlotte, North CarolinaRemoteAt GIA Legacy Planning, we empower agents with training and mentorship to become trusted advisors in cash flow banking, generational wealth planning, and tax-free retirement using life insurance. Are you curious about Infinite Banking, tax-free wealth strategies, and how to create real financial impact for families?.
Accenture PlcNewBanking Payments Senior Manager Accenture PlcBanking Payments Senior ManagerCharlotte, NCAccenture is a leading solutions and services company that helps the world's leading enterprises reinvent by building their digital core and unleashing the power of AI to create value at speed across the enterprise, bringing together the talent of our approximately 786,000 people, our proprietary assets and platforms, and deep ecosystem relationships. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience.
Syntricate TechnologiesIT Product Manager with Banking Exp Syntricate TechnologiesIT Product Manager with Banking ExpCharlotte, NCFull timeRequired Skills: Note: Client is looking for product owner with Cybersecurity exp with Jira, NET or Java development, Certification(s) related to Agile methodologies (e.g., Certified Scrum Product Owner) with banking client exp only. Detail-oriented mindset with a focus on delivering high-quality software products and exceptional user experiences.
Accenture PlcRetail Banking Senior Manager Accenture PlcRetail Banking Senior ManagerCharlotte, NCWe work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale.
QuantexaSales Director - Banking - USA QuantexaSales Director - Banking - USACharlotte, NCAs a Sales Director, you will be responsible for contributing to and executing the sales go-to-market strategy within your defined territory and accounts, identifying new opportunities, building pipeline, winning new deals, and meeting company targets. However ideally we are looking for someone who can regularly access clients in New York, Boston and other East Coast locations, so this role would be better suited to someone located in New York (or surrounding states), Boston or North Carolina.
Deloitte Touche Tohmatsu LtdNewFunctional Lead, Commercial Banking Deloitte Touche Tohmatsu LtdFunctional Lead, Commercial BankingCharlotte, NC$116,200–$229,100 / yearYou will work directly with commercial lending officers, treasury managers, and credit risk professionals to understand their work and help synthesize those across: current state understandings, target state hypothesis, process documentation, requirements, and / or and platform configuration decisions that drive measurable outcomes. As a Senior Consultant, you will lead Commercial Banking functional workstreams on large-scale banking transformation programs, translating complex business requirements into actionable solution designs while bridging the gap between business stakeholders and technology implementation teams.
First Citizens BankPart-Time (25 Hours) Sales & Service Representative (PT Bank Teller) First Citizens BankPart-Time (25 Hours) Sales & Service Representative (PT Bank Teller)Charlotte, North CarolinaOperations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.
Bank OZKClient Service Specialist (Teller) Bank OZKClient Service Specialist (Teller)Concord, North CarolinaJob Purpose & Scope: Responsible for nurturing professional relationships with customers by engaging in meaningful conversations regarding their financial needs and goals, identifying referral opportunities, and processing financial transactions. Knowledge, Skills & Abilities: Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards) .
First Citizens BankOperations Services Supervisor - Bilingual (Spanish) preferred (Teller Manager) First Citizens BankOperations Services Supervisor - Bilingual (Spanish) preferred (Teller Manager)Charlotte, North CarolinaQualifications: Bachelor's Degree and 1 year of experience in Financial services, customer service, bank operations, or branch operations management OR High School Diploma or GED and 5 years of experience in Financial services, customer service, bank operations, or branch operations management. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
NTT DATASAP Finance (FI/CO) Modules Consultant NTT DATASAP Finance (FI/CO) Modules ConsultantCharlotte, NC$75–$80.50 / hourAdditionally, the role requires strong collaboration with Controllership, Finance, and technical teams to ensure seamless integration across upstream systems for accurate cost capture, enabling successful delivery of finance transformation initiatives. • Collaborate with finance and project management teams to define project accounting processes and cost tracking models and translate business needs into functional specifications.
NTT DATASAP Finance Group Reporting Consulant - Remote Role NTT DATASAP Finance Group Reporting Consulant - Remote RoleCharlotte, NCRemote$75–$80 / hourThis role supports the consolidation, intercompany eliminations, equity pickup and other reporting processes, ensuring compliance, accuracy, and timely delivery of financial statements and management reports. This role requires strong collaboration with Controllership and Finance stakeholders, as well as technical teams, ensuring seamless integration and delivery of finance transformation initiatives.
Woodforest National BankBilingual Teller Retail Banker Woodforest National BankBilingual Teller Retail BankerKannapolis, NCMinimum Qualifications/Experience: · 3 years of relevant and transferrable sales and/or customer service experience; OR an Associate’s degree and 1 year of relevant and transferrable sales and/or customer service experience; OR a Bachelor’s degree. Working Conditions: · Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs.
Woodforest National BankTeller Retail Banker Woodforest National BankTeller Retail BankerRock Hill, SCJob: Branch BankingPrimary Location: South Carolina-Rock HillSchedule: Full-timeWork Locations: SC - Rock Hill-8266 2377 DAVE LYLE BLVD Rock Hill 29730Unposting Date: OngoingOrganization: South Carolina Qualifications Minimum Qualifications/Experience: · 3 years of relevant and transferrable sales and/or customer service experience; OR an Associate’s degree and 1 year of relevant and transferrable sales and/or customer service experience; OR a Bachelor’s degree.
First Citizens BankNewSales & Service Representative (Teller) First Citizens BankSales & Service Representative (Teller)Charlotte, North CarolinaOperations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.
First Citizens BankPart-Time (25 Hours) Sales & Service Representative (PT Teller) First Citizens BankPart-Time (25 Hours) Sales & Service Representative (PT Teller)Charlotte, North CarolinaOperations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.
TalentBridgeNewCash Management Operations Specialist- Pipeline TalentBridgeCash Management Operations Specialist- PipelineFort Mill, SC$18–$22 / hourThe ideal candidate will possess strong operational processing skills, experience working in a financial services environment, and the ability to communicate effectively with internal and external clients. Candidates with fraud operations, banking operations, cash management, transaction processing, or switchboard/customer service backgrounds are encouraged to apply.
CapgeminiFinancial Services Digital Customer Experience Strategy Leader CapgeminiFinancial Services Digital Customer Experience Strategy LeaderCharlotte, NCThe leader owns large pursuit strategy end-to-end—shaping solutions, developing value narratives, estimating, differentiating competitively, and guiding cross-functional teams—while engaging C-suite stakeholders to deliver outcomes in growth, experience, and efficiency. With its strong 55-year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms.
Lennar CorporationNewFinance Manager Lennar CorporationFinance ManagerCharlotte, NCWe are LennarLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Requires the ability to work more than eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds.
Trellis Insurance Solutions LLCCorrespondence Coordinator Trellis Insurance Solutions LLCCorrespondence CoordinatorCharlotte, NC$45,000–$52,000Prepare daily deposits: complete remote deposit capture (RDC) scanning, submit within same-day cutoff, and post the deposit confirmation back to the Trellis Admin System (TAS). Run end-of-day reconciliation jointly with the Senior Correspondence Coordinator, secure all originals in the dual-key bonded cabinet, and complete required compliance training and audits.
PLSNewOvernight Customer Service Representative PLSOvernight Customer Service RepresentativeCharlotte, NCThrough our check cashing stores, we provide consumers with convenient financial products and services to help them manage their day-to-day financial needs. Although many of our customers have banking relationships, we believe that our customers use our financial services because they are convenient, transparent, and frequently more affordable than available traditional alternatives.
Fidelity BankClient Experience Specialist 2 Fidelity BankClient Experience Specialist 2Charlotte, NCRemoteKnowledge/experience with: Five9, Zelle CST, Helix2, HORIZON, Partner Care, Digital Insight, Cash Edge, Teller NOW, FASTLINE, Image Centre, Consumer Online Banking, Online Bill Pay, Business Online Banking Services, Mobile App, Intuit Partner Care, Digital Insight Management Console, COMPASS, Fidelity AdvantEDGE Remote Deposit Capture access troubleshooting. The Client Experience Specialist 2 is responsible for delivering exceptional client experience to build, expand, and retain long-term client relationships through account servicing and maintenance requests, teller transactions, problem resolution, and other transactional needs.
AAA Southern New EnglandBranch Customer Sales & Service - Charlotte, NC (Southern Metro) AAA Southern New EnglandBranch Customer Sales & Service - Charlotte, NC (Southern Metro)Steele Creek, NCGenerate leads, update members on travel and insurance specials, and provide travel information • Respond to customer inquiries and refer to senior staff or agent when appropriate • Provide cashiering services to members which includes taking and processing payments for insurance policies (installment, lapse or reinstatement), travel and sale of tickets, and travel money products, processing remittance/depository transfers and balancing cash drawer • Receive and resolve member/customer complaints and seek assistance from management in complaint resolution when appropriate • Provide administrative support to the travel and/or insurance sales staff during peak periods • Conduct outbound promotional calls for insurance and/or travel products • Other duties as assigned. Successful candidates will possess: • Passion and enthusiasm for working with people • Basic mathematical calculations to accurately perform monetary transactions • Communicate effectively (verbal and written) with others in a work environment • Work effectively in a team environment • Exceed member expectations relating to professionalism of demeanor, efficient and effective customer service (on phone or in person) and maintenance of workstation and office facility • Work under pressure in a high volume, fast paced customer service environment • Work irregular hours including holidays and weekends (may include community events).