Wholesale Payments Client Success Team Coordinator

Truist Financial
Atlanta, Orlando, Charlotte
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: high_schoolSkills: ["Communication","Collaboration","Attention to detail","Time management","Good judgment"]

Coordinate daily processing for multiple Wholesale Payments groups, ensuring quality, delivery, and ongoing support for client solutions. Serve as a key escalation point for product and system-specific requests, partnering with clients, internal stakeholders, and vendors to drive resolution. Prioritize high-volume requests via workflow systems, recommend process improvements to enhance client satisfaction and reduce costs, and support leaders with documented procedures and project subject-matter expertise.

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Truist Financial
Truist Financial
22 hours ago

Wholesale Payments Client Success Team Coordinator

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Coordinate daily processing for multiple Wholesale Payments groups, ensuring quality, delivery, and ongoing support for client solutions. Serve as a key escalation point for product and system-specific requests, partnering with clients, internal stakeholders, and vendors to drive resolution. Prioritize high-volume requests via workflow systems, recommend process improvements to enhance client satisfaction and reduce costs, and support leaders with documented procedures and project subject-matter expertise.
Location: Atlanta, Orlando, Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Manager level

Key Responsibilities

  • •Provide guidance and decision support to teammates handling more complex client issues, questions, and processes.
  • •Act as a key escalation point for product and system-specific requests, working with clients, stakeholders, and vendors to resolve needs.
  • •Prioritize team requests and manage workload across teammates using a workflow system.
  • •Research, recommend, and implement process improvements to increase quality, client satisfaction, and reduce costs.
  • •Engage directly with clients, internal partners, and vendors to address issues affecting daily activities or systems, and drive resolution.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysRsusPension

Key Requirements

  • •High school diploma or equivalent.
  • •5 years of Wholesale Payments, Banking Operations, or other related work experience.
  • •2+ years of consistently high performance as a Team Coordinator I or equivalent experience.
  • •3+ years of direct experience leading a team, including performance and resource allocation.
  • •Knowledge and experience with Risk Controls and Audits, with excellent written and verbal communication skills.
Experience:Banking operationsWholesale payments
Education:High School in Business, Finance, Accounting
Skills:CommunicationCollaborationAttention to detailTime managementGood judgment
Certifications:Six Sigma
Languages:English
Tech Stack:Microsoft Office SuiteRisk ControlsAudits

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