Coordinator, Deposit Products (Charlotte, NC)

Lewis James Professional
Coordinator, Deposit Products
Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Coordinator, Deposit Products for a direct hire opportunity with a financial services client.
Responsibilities:
- Partners with the product team to explore, define, and implement effective sales strategies that uncover opportunities to achieve business objectives.
- Leads the coordination and delivery of reports designed for management insight and decision-making.
- Develops and delivers training sessions on products and marketing campaigns, as needed, to support internal teams.
- Oversees updates to internal documents such as pricing sheets, product comparison charts, and other related materials.
- Tracks and reports on product performance and emerging trends using dashboards or other analytical tools; supports the creation of product presentations and handles administrative tasks, including identifying and resolving customer or system-related product issues.
- Works collaboratively with key departments throughout the product lifecycle. This includes:
- Marketing – assisting with the design and review of promotional content and marketing materials.
- Sales Channels – supporting front-line teams in delivering and enhancing product offerings.
- Digital Channels – enabling product access via mobile and online platforms.
- Training – contributing to the development and maintenance of product training resources and job aids.
- Operations – collaborating on the creation of back-office procedures and operational workflows.
- Information Technology – ensuring appropriate technical infrastructure is in place for product delivery and support.
- Leads select special projects and initiatives as assigned by the Director of Deposit and Product Management.
- Supports the management and evaluation of assigned teams or staff, ensuring alignment with company policies and legal requirements.
- May be responsible for a range of supervisory tasks, including interviewing and onboarding new team members, assigning and monitoring work, conducting performance evaluations, recommending compensation adjustments, handling disciplinary matters, and resolving employee concerns.
Qualifications:
- Bachelor degree
- 1-2 years of relevant experience or equivalent combination of education and experience.
For immediate consideration, please click “Apply” and use Job Code BHJOB11837_ 4252. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_ 4252. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V