Current jobs related to Financial Center Director - Charlotte, North Carolina - United Bank, Inc.

  • Financial Director

    1 month ago

    Charlotte, North Carolina, United States Wurth Wood Group Full time

    Director of FinanceReporting to the Managing Director, the Director of Finance plays a key role in developing, monitoring, and executing overall corporate strategy. This includes working capital, equity, and debt management, as well as gross profit and OPEX optimization.Key Responsibilities:Financial Strategy: Define the company's financial strategy,...

  • Strategic Financial Director

    4 weeks ago

    Charlotte, North Carolina, United States Search Solution Group Full time

    Job Title: Director of FinanceJob Overview: The Director of Finance is a key strategic leadership role responsible for overseeing all financial aspects of our client's company. This individual will work closely with the Managing Director and other senior leaders to develop, monitor, and execute corporate strategies related to working capital, equity and...

  • Model Governance Director

    4 weeks ago

    Charlotte, North Carolina, United States OneMain Financial Full time

    Job Title: Model Governance DirectorAt OneMain Financial, we are seeking a highly skilled Model Governance Director to oversee the development and implementation of our model governance framework. The successful candidate will have a strong background in quantitative fields, such as mathematics, physics, finance, or economics, and a minimum of 10 years of...

  • Corporate Financial Director

    1 month ago

    Charlotte, North Carolina, United States Jobot Full time

    Job SummaryWe are seeking a highly skilled Corporate Financial Director to lead our accounting team and drive financial strategy. The ideal candidate will have a strong background in finance, accounting, and leadership, with experience in managing teams and implementing financial processes.Key ResponsibilitiesDirect and supervise accounting staff to ensure...

  • Product Director

    4 weeks ago

    Charlotte, North Carolina, United States OneMain Financial Full time

    Job Title: Product Director - Credit and PricingJob Summary:We are seeking a highly skilled Product Director to lead our credit and pricing initiatives. The successful candidate will have a strong background in product management, with experience in building and scaling credit and pricing platforms in a financial services organization.Key...

  • Financial Services Banking Data Director

    4 weeks ago

    Charlotte, North Carolina, United States Cordia Resources by Cherry Bekaert Full time

    Director of Finance and Accounting - Hotels and ResortsCordia Resources by Cherry Bekaert is seeking a seasoned Director of Finance and Accounting to lead the financial efforts of our client, a reputable hotel management company. The ideal candidate will have a strong background in hotel accounting and finance, with experience in managing a team of...

  • Data Products Director

    4 weeks ago

    Charlotte, North Carolina, United States OneMain Financial Full time

    About the Role:We are seeking an experienced Data Products Director to lead our shared data products organization within the digital product division. As a key member of our team, you will oversee a team of data analysts and managers, driving the vision and execution of a scalable data platform and building digital data products that provide key insights...

  • Financial Crimes Compliance Director

    4 weeks ago

    Charlotte, North Carolina, United States Paymentus Full time

    Financial Crimes Compliance DirectorPaymentus is seeking a highly skilled Financial Crimes Compliance Director to lead our Financial Crimes Compliance (FCC) function. As a key member of the Legal and Compliance Team, you will play a critical role in identifying and mitigating financial crimes risk.Key Responsibilities:Develop and implement Anti-Money...

  • Analytics Director for Credit Card Growth

    4 weeks ago

    Charlotte, North Carolina, United States OneMain Financial Full time

    Job Title: Associate Director, Analytics-Credit CardsWe are seeking a highly skilled Associate Director to lead our Credit Card Analytics team in Charlotte, NC. This critical role will help drive the growth of our new credit card business by developing and managing key acquisition strategies, targeting strategies, and third-party partner relations.Key...

  • Financial Center Operations Manager

    4 weeks ago

    Charlotte, North Carolina, United States Bank of America Full time

    Job Summary:This role is responsible for managing a financial center in collaboration with senior team members, ensuring the operational excellence of the center and its smooth functioning.Key Responsibilities:Oversee the teller line and day-to-day policy and procedure adherenceImprove financial center performance and implement directivesTake leadership...

  • Associate Director of Financial Aid Operations

    4 weeks ago

    Charlotte, North Carolina, United States University of North Carolina at Charlotte Full time

    Job SummaryThe Associate Director of Financial Aid Operations is a key member of the University of North Carolina at Charlotte's Financial Aid team, responsible for overseeing the day-to-day operations of the office. This includes supervising a team of financial aid counselors, managing the awarding of federal and state financial aid, and ensuring compliance...

  • Math Learning Center Assistant Director

    4 weeks ago

    Charlotte, North Carolina, United States Mathnasium (ID: 5201401) Full time

    Job SummaryMathnasium of Quail Hollow is seeking an exceptional Assistant Center Director to create an engaging and productive learning experience for students. The ideal candidate is motivated, detail-oriented, enthusiastic, and approachable, with a passion for helping students learn math and achieve educational success.Key ResponsibilitiesSupport the...

  • Strategic Wealth Client Experience Director

    4 weeks ago

    Charlotte, North Carolina, United States Truist Financial Full time

    Job Summary: We are seeking a highly skilled Director of Wealth Client Experience and Integrated Relationship Management to lead our team in delivering exceptional client experiences and driving business growth. The ideal candidate will have a strong background in financial services, excellent leadership skills, and the ability to develop and execute...

  • Leadership Director for Financial Systems Excellence

    4 weeks ago

    Charlotte, North Carolina, United States TIH Insurance Full time

    Job SummaryWe are seeking a highly skilled and experienced Leadership Director for Financial Systems Excellence to join our team at TIH Insurance.Job DescriptionThe successful candidate will be responsible for providing leadership and strategic initiative direction related to the roadmap for financial systems, enhancements, upgrades, and new system...

  • Strategic Analytics Director

    4 weeks ago

    Charlotte, North Carolina, United States OneMain Financial Full time

    Job SummaryWe are seeking a highly skilled Analytics Director to lead our Credit Card Analytics team in Charlotte, NC. The successful candidate will be responsible for developing and managing key acquisition strategies to grow exposure profitably, targeting strategy across all channels, and managing third-party partner relations.Key ResponsibilitiesDevelop...

  • Director, Financial Planning

    4 weeks ago

    Charlotte, North Carolina, United States Novolex Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning and Analysis Director to join our team at Novolex. As a key member of our leadership team, you will be responsible for financial planning, forecasting, reporting, and analysis to identify risks and opportunities across the business.Key ResponsibilitiesOversee and coordinate monthly...

  • Marketing Director Transition to Financial Advisor

    1 month ago

    Charlotte, North Carolina, United States New York Life Charlotte Full time

    Associate Financial Advisor:As a marketing director, you have been instrumental in driving business growth, developing strong client relationships, and fostering a culture of excellence. Now, you have the opportunity to leverage your expertise to transition into a licensed financial professional advisor role.You will play a pivotal role in managing and...

  • SAP Center of Excellence IT Solutions Manager

    4 weeks ago

    Charlotte, North Carolina, United States Brighthouse Financial Full time

    Job SummaryWe are seeking an experienced IT Solutions Coordinator to join our SAP Center of Excellence team. As an IT Solutions Coordinator, you will be responsible for managing complex cross-departmental or enterprise-wide projects and programs, facilitating SAP platform governance and communications, and managing projects and development teams within the...

  • Product Management Director

    4 weeks ago

    Charlotte, North Carolina, United States Principal Financial Group, Inc. Full time

    Role OverviewWe're seeking an experienced Product Management Director to lead our Enterprise Experience Enablement (EEE) platform product management team. In this role, you'll be responsible for driving the vision, strategies, and roadmaps for the Salesforce platform in the context of broader organizational strategies. You'll collaborate with...

  • Senior Financial Services Director

    4 weeks ago

    Charlotte, North Carolina, United States Atrium Health Full time

    Senior Financial Services Director - Revenue Management ExpertJob DescriptionCompany OverviewAtrium Health is a leading healthcare provider committed to delivering exceptional patient care and innovative solutions. Our organization values expertise, collaboration, and teamwork, and we are seeking a highly skilled Senior Financial Services Director to join...

Financial Center Director

1 month ago

Charlotte, North Carolina, United States United Bank, Inc. Full time
Job Summary

This Financial Center Manager opportunity will be responsible for overseeing the functions of a full-service branch, including maintaining existing and developing new customer relationships, both personal and business. The SouthPark Branch deposit size exceeds $75,000,000. Accountability includes achieving sales performance objectives of the branch relating to deposit growth, fee income, and expense control. Responsible for the supervising, coaching, and developing of branch staff and ensuring the communication and adherence with all Bank best practices, policies, procedures, and regulations.

Key Responsibilities
  1. Leads by example and proactively builds existing retail and business customer relationships and develops new consumer relationships
  2. Develops new business relationships by identifying qualified prospects, using pre-call planning tools and resources, and following up with all external business development calls
  3. Achieves sales performance goals and objectives relating to, deposit growth, investment and fee income, and cost control
  4. Reinforces sales skills to effectively uncover customer needs and recommend appropriate Bank products and services
  5. Manages and coaches the branch sales team to effectively provide financial solutions to customers
  6. Provides customer resolution to problems and inquiries through direct personal action or referral to the proper department
  7. Has knowledge of and complies with Bank security and operating policies and procedures, as well as compliance regulations including KYC, OFAC, CIP, and Information Security policies and procedures
  8. Ensures that dual control is in place for all vaults/safes containing cash/negotiables
  9. Coordinates with Regional Managers and Human Resources on the hiring of new employees, performance reviews, employee discipline, terminations and salary adjustments
  10. Takes responsibility in meeting monthly branch and/or individual scorecard sales goals on a consistent basis by monitoring self-performance and following action plans
  11. Keeps up-to-date on Bank products and services to effectively provide financial solutions to customers, as well as to branch sales team
  12. Provides regular team meetings for branch personnel to convey information received in seminars, manager's meetings, conference calls and other sources
  13. Refers customers to wealth management, brokerage and commercial representatives as appropriate
  14. Manages the approval of all new accounts, the approval of checks for cashing, and the signing of official checks and certificates of deposit
  15. Manages overall responsibility for settlement of branch cash
  16. Conducts audits and oversees completion of monthly and quarterly branch audits
  17. Opens and closes branch office adhering to bank's security policy and procedures
  18. Participates as a member of branch-local civic organizations to promote Bank name, products and services
  19. Coaches and ensures that best practices are being followed with regard to mystery shops, @ your service standards, and the distribution and effective discussion of bank marketing materials, as assigned
  20. May be responsible for managing more than one Branch
  21. As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled work hours.
  22. Based on branch location within a market, will be required to promote/discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures.
  23. Based on branch location within a market, will be responsible for maintaining an active NMLS license by completing all training and annual renewal requirements as required