Wholesale Payments Dedicated Support Specialist

Truist Financial
Orlando, Atlanta, Charlotte
Workplace: OnsiteFull timeFunction: Customer Support (Service Desk)Experience: 5+ yearsEducation: bachelorsSkills: ["Ownership","Accountability","Communication","Organization","Judgment"]

Serve as the direct point of contact for a portfolio of high-value Wholesale Payments clients, delivering white-glove, best-in-class service. Manage client cases and Outlook email interactions across multiple communication channels, research complex issues, and coordinate with internal partners to resolve requests. Act as a subject matter expert on Deposit and Treasury product support systems and procedures, and assist leadership with daily processing activities while maintaining strong client relationships and documentation.

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Truist Financial
Truist Financial
4 weeks ago

Wholesale Payments Dedicated Support Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live
Reposted: similar role first listed 4 weeks ago

Job Summary

Serve as the direct point of contact for a portfolio of high-value Wholesale Payments clients, delivering white-glove, best-in-class service. Manage client cases and Outlook email interactions across multiple communication channels, research complex issues, and coordinate with internal partners to resolve requests. Act as a subject matter expert on Deposit and Treasury product support systems and procedures, and assist leadership with daily processing activities while maintaining strong client relationships and documentation.
Location: Orlando, Atlanta, Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Provide white-glove service to assigned clients by understanding their business, contacts, communication preferences, and desired response detail and style.
  • •Listen to, analyze, and resolve client inquiries; respond professionally and timely by resolving or escalating as appropriate.
  • •Leverage Wholesale Payments, Deposit, and Treasury knowledge to address and resolve complex client requests and determine when to escalate or manage expectations.
  • •Serve as the resident subject matter expert for department software systems and procedures supporting Deposit and Treasury product implementation, delivery, and support.
  • •Document client interactions in a case management tool, monitor queues across channels (including case management and Outlook mailboxes), and assist leadership with daily processing activities.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

  • •Bachelor’s degree in a business-related field (or equivalent education/training).
  • •5 years of banking experience, including at least 1+ year of in-depth treasury services experience from a product, sales, technical, or operational perspective.
  • •Ability to work independently and as a team, stay organized, manage time effectively, and handle multiple time-sensitive responsibilities under pressure.
  • •Excellent written and verbal communication skills, including professional telephone/in-person communication and business correspondence writing.
  • •Knowledge of bank operations, risk and controls, and operational risk management methodologies.
Experience:5+ yearsBankingTreasury services
Education:Bachelor's
Skills:OwnershipAccountabilityCommunicationOrganizationJudgment
Languages:English
Tech Stack:MS OfficeWordExcelOutlookSalesforceCase management

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn