Wholesale Payments Client Success Team Leader

Truist Financial
Charlotte, Atlanta, Orlando
Full timeFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Leadership","Innovation","Critical thinking","Relationship building","Negotiation"]

Lead a Wholesale Payments Client Success group responsible for improving client relationships and delivering profitable growth. Serve as point of escalation for wholesale services issues, manage capacity and service levels, and drive client satisfaction. Partner with Lines of Business and Product to improve onboarding and the end-to-end client experience, while establishing risk controls, governance routines, and continuous improvement initiatives. Also lead talent and performance management for the team.

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Truist Financial
Truist Financial
3 days ago

Wholesale Payments Client Success Team Leader

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Last checked: 8 hours agoStatus: Live

Job Summary

Lead a Wholesale Payments Client Success group responsible for improving client relationships and delivering profitable growth. Serve as point of escalation for wholesale services issues, manage capacity and service levels, and drive client satisfaction. Partner with Lines of Business and Product to improve onboarding and the end-to-end client experience, while establishing risk controls, governance routines, and continuous improvement initiatives. Also lead talent and performance management for the team.
Location: Charlotte, Atlanta, Orlando
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Manager level

Key Responsibilities

  • •Provide team support by partnering with other teams to improve processes, roll out new features/products, and advance initiatives with financial impact.
  • •Negotiate across departments to influence timelines and expectations, sometimes with functional management.
  • •Maintain open partnerships with Lines of Business, Product, and other stakeholders to share feedback and identify process improvement opportunities.
  • •Establish and maintain risk governance and operational risk management systems to safeguard assets.
  • •Lead Wholesale Payments support for products/solutions by managing capacity needs, meeting/exceeding service levels, and driving client satisfaction.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid HolidaysPaid LeaveSick DaysEquityPension

Key Requirements

  • •Bachelor’s degree in business, accounting, or related field, or equivalent work experience.
  • •5+ years of financial services or related work experience.
  • •Demonstrated leadership abilities, innovation, and performance in a production environment.
  • •Experience partnering with diverse teams across regional locations.
  • •Knowledge of risk and controls, operational risk management methodologies, and regulatory/compliance requirements.
Experience:5+ yearsFinancial services
Education:Bachelor's in business, Accounting or related field
Skills:LeadershipInnovationCritical thinkingRelationship buildingNegotiation
Certifications:Six Sigma
Languages:English
Tech Stack:Microsoft Office Suite

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