Client Success Senior Associate
Location
Charlotte, NC
Job Type
Full-time
Category
other-general
Posted
June 22, 2026
Be the hub of communication and help build deep and lasting relationships with our most complex Commercial & Investment Bank clients across the country.
As a Client Success Senior Associate within the Commercial & Investment Bank (CIB) you will support Senior team Members and serve as a key liaison for CIB clients. This role will work closely with Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented. The Client Success Officer plays an important role in the execution of the firm's retention, growth, and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion.
The Client Success Officer Senior Associate will be a critical partner for Bankers and Treasury Management Officers to execute more effectively and efficiently in a business developme...
As a Client Success Senior Associate within the Commercial & Investment Bank (CIB) you will support Senior team Members and serve as a key liaison for CIB clients. This role will work closely with Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented. The Client Success Officer plays an important role in the execution of the firm's retention, growth, and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion.
The Client Success Officer Senior Associate will be a critical partner for Bankers and Treasury Management Officers to execute more effectively and efficiently in a business developme...