Charlotte, North Carolina, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Sales management, Leadership, Project management, Commercial banking, Credit analysis
Charlotte, North Carolina, United States · Hybrid
$20/hr–$26/hr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Sales, Credit analysis, Financial analysis, Relationship management, Consultative selling
Charlotte, North Carolina, United States · Hybrid
Why Wells Fargo Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our cu…
Skills: Fraud detection, Claims processing, Customer service, Risk mitigation, Transaction review
Charlotte, North Carolina, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Analytical thinking, Credit and risk assessment, Financial analysis, Research analysis, Underwriting
New York, New York, United States · Hybrid
$106k–$165k/yr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Product Management, Process Management, Project Management, Strategy Planning, Business Acumen
Charlotte, North Carolina, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Internal auditing, Risk assessment, Process documentation, Analytical skills, Internal controls
Charlotte, North Carolina, United States · On-site
Job DetailsJob Location: South Charlotte Office - Charlotte, NC 28226Position Type: Full TimeEducation Level: 2 Year DegreeTravel Percentage: NoneJob Shift: DayJob Category: FinanceVIA Health Partners is an industry lead…
Skills: Insurance verification, Authorization processing, Medicare, Medicaid, Commercial payers
Charlotte, North Carolina, United States · Hybrid
Alternate Locations: Charlotte, NC (North Carolina); Greensboro, NC (North Carolina) Work Arrangement: In Office : Employees will work in a Lincoln office with a designated workspace. Relocation assistance: is not availa…
Skills: Commercial mortgage loans, Real estate law, Loan documentation, Title insurance, UCC financing statements
Charlotte, North Carolina, United States · On-site
$50k–$80k/yr
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Financial analysis, Credit underwriting, Loan processing, Portfolio management, Relationship management
Charlotte, North Carolina, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Deposit strategy, Liquidity management, Data analysis, Financial forecasting, Portfolio optimization
Charlotte, North Carolina, United States · On-site
$57k–$64k/yr
Location: Dr Serafim Kleitches DDS Job Description Office Manager (Practice Manager) Position Overview We are seeking an experienced and motivated practice manager to lead our dental practice. This position is critical t…
Skills: Practice management, Staff supervision, Financial reporting, Budget management, Appointment scheduling
Charlotte, North Carolina, United States · On-site
$95k–$100k/yr
We are At Synechron, we believe in the power of digital to transform businesses for the better. Our global consulting firm combines creativity and innovative technology to deliver industry-leading digital solutions. Syne…
Skills: Cloud engineering, AWS, Microsoft Azure, Google Cloud, Terraform
Charlotte, North Carolina, United States · On-site
Dentsply Sirona is the world’s largest manufacturer of professional dental products and technologies, with a 130-year history of innovation and service to the dental industry and patients worldwide. Dentsply Sirona devel…
Skills: Financial planning, Accounting, Data analytics, Project management, Excel
Charlotte, North Carolina, United States · On-site
$50k–$80k/yr
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Financial analysis, Credit underwriting, Loan processing, Portfolio management, Relationship management
Charlotte, North Carolina, United States · On-site
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Financial analysis, Market research, Microsoft Excel, Microsoft Word, Analytical mindset
Charlotte, North Carolina, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Operational risk management, Governance, Compliance, Audit, Control monitoring
Charlotte, North Carolina, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Accountability, Banking, Client loyalty, Customer experience, Customer service
Charlotte, North Carolina, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Technology Risk Governance, Issue Management, Vulnerability Management, Application Lifecycle Management, Cybersecurity
Edina, Minnesota, United States · On-site
$90k–$160k/yr
Job Description What is the opportunity? As a Senior Product Manager for Wires & ACH at RBC Wealth Management, you will lead the evolution of our payment transfer capabilities within the high-net-worth (HNW) and ultra-hi…
Skills: Product management, Wealth management, Wire transfers, ACH payments, Payment rails
Charlotte, North Carolina, United States · Hybrid
$166k–$283k/yr
“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—an…
Skills: Data governance, Data management, AI/ML, Governance-as-code, Policy-as-code
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The Commercial Banking Analyst Team Leader manages a team of analysts to support Middle Market Banking teams with prospecting, deal execution, and client servicing. They also assist management in driving talent development, resource allocation, and the execution of the analyst training program.
Candidates must have a college degree and at least 5 years of financial services experience with a focus on leadership or project management. Strong knowledge of commercial banking products, credit acumen, and proficiency in Microsoft Office are required.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Directly manages a team of Commercial Banking Analysts whose role is to support the Middle Market Banking teams within the regions with prospecting, deal execution and client servicing.
2. Lead and coordinate deal team through preparation of internal screening packages, term sheet and pitch decks for clients and prospects
3. Manage live deal execution with the Middle Market Bankers, internal and external partners and Corporate Finance and Industry Consulting analysts
4. Advance idea generation around deal structuring, analysis, screening and proposals
5. Assist with financial analysis, including modeling and debt capacity analysis
6. Team Leader will assist the Commercial Banking Analyst Manager in overseeing the execution of the analyst training program
7. Assist Analyst Manager with recruiting and teammate onboarding
8. Manage resource allocation, performance reviews and day-to-day responsibilities of Commercial Banking Analysts through regular 1x1s
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. College Degree or equivalent education, training and work-related experience.
2. 5+ of financial services experience with emphasis in sales management, leadership and/or project management.
3. Fundamental knowledge of Commercial Banking products, credit, deposits and financial services.
4. Ability to think strategically, be innovative, creative and influence decision-making processes.
5. Excellent communication and interpersonal skills
6. Strong organizational and planning skills
7. Strong analytical and reporting skills, including credit acumen
8. Knowledge of core bank operations / systems and compliance / regulatory issues
9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Preferred Qualifications:
• Completion of an established management or career development program, such as Truist’s Leadership Development Program or Banking school
• Direct experience in commercial banking roles, either in lending or portfolio management
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist has leading market share in many of the high-growth markets in the U.S. and offers a wide range of products and services through wholesale and consumer businesses, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending businesses. Truist is a top-10 commercial bank. Truist Bank, Member FDIC. Equal Housing Lender. Learn more at Truist.com. Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.
Offices: Charlotte, North Carolina 28202, US
There are currently 2,179 open finance & accounting positions in Charlotte, NC listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Bank of America, Truist, Wells Fargo, SMBC Group, H&R Block, among others. Browse the listings above to see every active employer.
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