Wholesale Payments Client Implementation Specialist

Truist•Orlando, FL

20d

About The Position

The Client Implementation Specialist IV supports highly complex client implementation efforts for new wholesale solutions and maintenance of existing solutions. The role helps deliver a best-in-class client experience and improve revenue realization by coordinating multiple implementation steps for Truist Wholesale clients. The specialist applies wholesale banking and communication skills to implementation work, collaborating with internal teammates and working directly with clients or their representatives. The role owns implementation steps through timely, successful completion, including activities delegated to others. It supports mid- to large-sized or moderately complex clients, services, and projects; communicates and documents implementation status and activities; resolves issues, manages risks and deadlines, and develops tailored solutions. The specialist also shares product expertise with related teams and influences and trains junior colleagues.

Requirements

Bachelor’s degree in a business-related field, or equivalent education and related training.
Seven or more years of experience in Wholesale Payments, bank operations, basic project management, or a related industry.
Excellent verbal and written communication skills, including the ability to communicate proactively and adapt messages to the audience.
Ability to manage and negotiate with internal partners, vendors, and alliance relationships.
Strong interpersonal skills and ability to build relationships and leverage networks.
Ability to adapt strategically to changing market demands, technology, and internal initiatives, and to develop new approaches to improve results.
In-depth knowledge of standard and complex products.
Diligent, flexible, detail-oriented, and highly organized.
Proficiency in MS Excel, MS Office, Internet, and MS Outlook.

Nice To Haves

Education or degrees in Finance, Accounting, Business, Engineering, or another related field.
Extensive Wholesale Payments solutions knowledge and experience.
Proficiency in Salesforce.

Responsibilities

Implement mid- to large-sized or moderately complex clients, services, and projects.
Lead and direct timely, accurate communications with internal personnel and clients about all aspects of implementation efforts.
Use business-line knowledge and business acumen to resolve implementation issues, maintain project deadlines, mitigate risk, and meet client needs.
Provide visibility and transparency regarding implementation status throughout the process.
Document interactions and relevant information accurately and promptly.
Proactively negotiate across departments to address demands that may be less clearly defined.
Follow Wholesale Payments agreements, policies, and procedures.
Maintain partnerships with lines of business, Sales, and other stakeholders, and provide feedback on processes, relationships, strengths, and improvement opportunities.
Inform or engage leaders and business partners about issues, risks, and opportunities.
Use judgment to address moderate to complex business problems and develop creative, tailored solutions.
Work with more senior staff on complex issues, larger clients, accounts, projects, or internal relationships.
Identify, manage, and escalate concerns to reduce operational, process, and compliance risk.
Execute work with precision and accountability while following policies and procedures.
Provide subject matter expertise and product knowledge to related teams, and influence and train junior colleagues.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation during the first year, prorated by hire date and full-time or part-time status
10 sick days, prorated
Paid holidays
Depending on position and division, a defined benefit pension plan, restricted stock units, and/or deferred compensation plan may be available