About The Position

The Client Implementation Specialist IV supports highly complex implementations and ongoing maintenance of wholesale solutions for Truist Wholesale clients. The role coordinates implementation steps to provide a strong client experience, support revenue realization, and complete projects accurately and on time. The specialist works closely with clients or their representatives, internal teammates, sales, line-of-business partners, vendors, and other stakeholders. The position is accountable for implementation outcomes, including steps delegated to others, and provides status visibility, documentation, risk management, and tailored solutions. It also provides product expertise 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 adapting 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 develop new approaches to improve results.
  • In-depth knowledge of standard and complex products.
  • Diligent, flexible, detail-oriented, and well organized.
  • Proficiency in MS Excel, MS Office, Internet, and MS Outlook.

Nice To Haves

  • Education 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 timely, accurate communications with clients and internal personnel about implementation activities.
  • Apply business-line knowledge and business acumen to resolve implementation issues, maintain deadlines, mitigate risk, and meet client needs.
  • Provide visibility and transparency into implementation status.
  • Accurately and promptly document interactions and relevant information.
  • Proactively negotiate across departments to address evolving or unclear demands.
  • Follow Wholesale Payments agreements, policies, and procedures.
  • Maintain partnerships with line-of-business, sales, and other stakeholders and provide feedback on processes and opportunities for improvement.
  • Communicate issues, risks, and opportunities to leaders and business partners.
  • Use judgment and problem-solving skills to address moderate to complex business problems and develop tailored solutions.
  • Work with more senior staff on complex issues involving larger clients, accounts, projects, or internal relationships.
  • Identify, manage, and escalate concerns to reduce operational, process, and compliance risk.
  • Provide product knowledge and subject matter expertise 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 as applicable
  • 10 sick days, prorated as applicable
  • Paid holidays
  • May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service