5 client development specialist jobs found in Charlotte

Position Title Credit Product Specialist I - Insurance & Counterparty   Location Charlotte, NC 28202   Job Summary The Credit Products Specialist I – Specialized supports the underwriting, structuring, and management of commercial credit relationships with assigned specialized vertical or region. This role exists to provide critical financial analysis, assist in risk assessment, and ensure sound credit decision-making. As a key partner to sakes, this position helps structure new loan transactions, conduct portfolio monitoring, and identify potential risks. The role provides foundational credit expertise and exposure to client relationships, supporting the bank’s commitment to responsible lending and portfolio growth. Pay range will fall between $72,187 - $107,666 annually.   Job Responsibilities: JOB RESPONSIBILITIES Loan Structuring & Underwriting : Assist sales in analyzing financial statements, assessing borrower creditworthiness, and preparing credit...

Position Title Credit Product Specialist I - Technology Media & Communications   Location Charlotte, NC 28202   Job Summary The Credit Products Specialist I – Specialized supports the underwriting, structuring, and management of commercial credit relationships with assigned specialized vertical or region. This role exists to provide critical financial analysis, assist in risk assessment, and ensure sound credit decision-making. As a key partner to sakes, this position helps structure new loan transactions, conduct portfolio monitoring, and identify potential risks. The role provides foundational credit expertise and exposure to client relationships, supporting the bank’s commitment to responsible lending and portfolio growth. Pay Range will be between $72,189 - $107,666 annually.   Job Responsibilities: JOB RESPONSIBILITIES Loan Structuring & Underwriting : Assist sales in analyzing financial statements, assessing borrower creditworthiness, and preparing...

Company: Marsh McLennan Agency Description: Client Support Specialist, Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Support Specialist at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH). A day in the life. As our Client Support Specialist on the Business Insurance team, you will be...

Description Summary: The Regional Manager – HFA & Preferred Banking is a strategic leadership role responsible for managing a team of Licensed Preferred Bankers and Financial Advisors across a Retail Banking branch network. This role oversees regional sales activities, regulatory compliance, operational execution, and client relationship management, ensuring delivery of comprehensive financial solutions including planning, advisory, brokerage, and insurance services. The manager fosters collaboration across business lines and drives performance through coaching, development, and strategic direction. Duties and Responsibilities: Lead, motivate, and develop a high-performing team of Licensed Preferred Bankers and Financial Advisors through coaching, mentoring, and goal setting. Oversee regional sales strategies and ensure alignment with corporate objectives and client needs. Ensure compliance with all...

Description Job Summary: As a Treasury Management Advisor III - Middle Market, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations. Duties & Responsibilities Strategic...