Wholesale Payments Client Onboarding Advisor

Truist Bank•Atlanta, GA

11d

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 focuses on providing a best-in-class client experience and supporting Truist’s vision and revenue realization. The advisor applies subject-matter knowledge, client service, and communication skills to deliver client requests proficiently and on time, owning the overall implementation effort and client experience even when work is delegated. The advisor communicates verbally and in writing with clients and collaborates with client representatives and internal personnel to coordinate, complete, and communicate implementation activities. Work is generally independent and self-directed, with little guidance required.

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 evolving market demands, technology, and internal initiatives, and develop new approaches to improve results.
In-depth knowledge of standard or common Wholesale Payments solutions and some complex services.
Diligent, flexible, and detail-oriented, with strong organizational skills.
Proficiency in MS Excel, MS Office, the Internet, and MS Outlook.

Nice To Haves

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

Responsibilities

Coordinate and lead implementation efforts for new or less-complex Wholesale Payment services and maintenance.
Own the overall implementation effort and client experience, ensuring implementations are completed successfully and on time, including when aspects are delegated.
Communicate with clients, teammates, and other personnel about all aspects of implementation efforts.
Serve as the primary liaison between 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 into implementation status.
Document client interactions and relevant information accurately and promptly.
Follow documentation requirements, policies, and procedures.
Maintain partnerships with departmental peers and the immediate supervisor, with some exposure to other stakeholders.
Proactively communicate issues, risks, and opportunities to leaders and business partners.
Balance client needs, internal processes, and other considerations using sound judgment.
Apply problem-solving capabilities 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 based on hire date and full-time or part-time status
10 sick days, prorated
Paid holidays
May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division