Wholesale Payments Client Onboarding Advisor

Truist Bank•Atlanta, GA

About The Position

The Client Onboarding Advisor I coordinates and leads client implementation efforts for new or less complex maintenance of Wholesale Payment services. The role aims to provide a best-in-class client experience and support Truist’s vision and revenue realization. It applies relevant expertise and strong client service and communication skills to execute client requests proficiently and on time. The advisor owns the overall implementation effort and client experience, ensuring successful and timely completion even when work is delegated. The role involves communicating verbally and in writing with clients, collaborating with client representatives and internal personnel, and coordinating and communicating implementation activities. Work is generally independent and self-directed, with little guidance required. Assignments generally involve small- to mid-sized, less-complex clients, accounts, projects, or internal relationships.

Requirements

Bachelor’s degree in a business-related field, or equivalent education and related training.
Three or more years of experience in banking, basic project management, or a related industry.
Demonstrated ability to prioritize effectively, satisfy client needs, and provide a best-in-class client experience.
Strong verbal and written communication skills, including the ability to communicate proactively and adapt messaging to the audience.
Ability to manage and negotiate with clients, vendors, and alliance relationships.
Solid interpersonal skills and ability to build relationships and leverage networks.
Strong analytical, organizational, and decision-making skills to assess situations objectively and make informed decisions.
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 or common Wholesale Payments solutions and some complex services.
Diligence, flexibility, attention to detail, and strong organizational skills.
Proficiency in MS Excel, MS Office, the Internet, and MS Outlook.
English language fluency.

Nice To Haves

Education or a degree in Finance, Accounting, Business, Engineering, or another related field.

Responsibilities

Coordinate and lead implementations for new or less-complex Wholesale Payment services and maintenance requests.
Own the overall implementation effort and client experience, ensuring timely and successful completion, including delegated work.
Communicate with clients, teammates, and other personnel about all aspects of implementation efforts.
Serve as the primary liaison among the client, internal operations, and other areas throughout the implementation cycle.
Use internal and external business resources to resolve issues, maintain deadlines, and meet client needs.
Provide clients and their deal or coverage teams with visibility and transparency into implementation status.
Accurately and promptly document client interactions and relevant information.
Follow documentation requirements, policies, and procedures.
Maintain partnerships with departmental peers and the immediate supervisor, with some exposure to other stakeholders.
Proactively inform or engage leaders and others about issues, risks, and opportunities for business partners.
Balance client needs, internal processes, and other considerations using good judgment.
Apply problem-solving skills to offer solutions.

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
Position- and division-dependent eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan