Wholesale Payments Client Onboarding Advisor

Truist Financial
Orlando, Atlanta, Charlotte
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Communication","Prioritization","Relationship-building","Organizational skills","Problem-solving"]

Coordinate and lead client implementation efforts for new or ongoing, less-complex Wholesale Payments services. Own the overall implementation and client experience, acting as the primary liaison between clients and internal operations while managing timelines, resolving issues, and documenting interactions. Provide transparency to client deal/coverage teams and communicate risks, opportunities, and status throughout the onboarding cycle using strong communication and relationship-management skills.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
1 week ago

Wholesale Payments Client Onboarding Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Coordinate and lead client implementation efforts for new or ongoing, less-complex Wholesale Payments services. Own the overall implementation and client experience, acting as the primary liaison between clients and internal operations while managing timelines, resolving issues, and documenting interactions. Provide transparency to client deal/coverage teams and communicate risks, opportunities, and status throughout the onboarding cycle using strong communication and relationship-management skills.
Location: Orlando, Atlanta, Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Coordinate and lead client implementation efforts for new or maintenance of less-complex Wholesale Payment services.
  • •Own the overall implementation effort and client experience, ensuring timely and successful completion even with delegated aspects.
  • •Serve as the primary liaison between the client, internal operations, and other areas throughout the implementation cycle.
  • •Communicate implementation status, risks, and opportunities to the client and relevant internal stakeholders.
  • •Document client interactions and relevant information and adhere to documentation requirements, policies, and procedures.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid Leave

Key Requirements

  • •Bachelor’s degree in a business-related field or equivalent education and related training.
  • •3+ years in banking, basic project management, or related industry experience.
  • •Ability to prioritize and satisfy client needs while delivering a best-in-class client experience.
  • •Strong verbal and written communication skills, including proactive, audience-adapted messaging.
  • •Ability to manage and negotiate with clients and vendor/alliance relationships.
Experience:BankingProject managementWholesale Payments
Education:Bachelor's
Skills:CommunicationPrioritizationRelationship-buildingOrganizational skillsProblem-solving
Languages:English
Tech Stack:MS ExcelMS OfficeMS OutlookInternet

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