Payments Onboarding Specialist - Client Implementations

Truist

Orlando (FL)

On-site

USD 60,000 - 85,000

Full time

9 days ago

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Benefits offered by this job

Health insurance
Dental insurance
Vision insurance
401(k) plan
Paid holidays
Vacation days

Job summary

Truist in Orlando seeks a Client Onboarding Advisor I to coordinate and lead client implementations for Wholesale Payment services, ensuring a best-in-class experience.

You will interact with clients and internal teams, manage the implementation lifecycle for less complex projects, and communicate progress and risks clearly. Strong communication, analytical skills, and a customer-focused approach are required to succeed.

Qualifications

  • Bachelor’s Degree in a business-related field or equivalent education and training.
  • Three or more years in banking, basic project management, or related industry experience.
  • Strong verbal and written communication skills – proactive and audience-aware.
  • Ability to manage and negotiate with clients and vendor relationships.
  • Solid interpersonal skills and ability to build relationships and leverage networks.
  • Analytical, organizational, and decision-making skills.
  • Adaptability to evolving market demands, technology and internal initiatives.

Responsibilities

  • Coordinate and lead client implementation efforts for less complex Wholesale Payment services.
  • Own the overall implementation effort and client experience, ensuring timely, successful completions.
  • Interact with clients verbally and in writing; collaborate with internal teams to communicate progress.
  • Serve as primary liaison between client, operations, and other areas throughout the implementation cycle.
  • Document client interactions accurately and maintain project visibility to stakeholders.
  • Identify issues, risks and opportunities and communicate them to business partners.

Skills

Client onboarding
Project coordination
Verbal communication
Written communication
Vendor management
Problem-solving
Decision making

Education

Banking experience (3+ years)

Tools

MS Excel
MS Office
MS Outlook

Job description

Truist in Orlando seeks a Client Onboarding Advisor I to coordinate and lead client implementations for Wholesale Payment services, ensuring a best-in-class experience.

You will interact with clients and internal teams, manage the implementation lifecycle for less complex projects, and communicate progress and risks clearly. Strong communication, analytical skills, and a customer-focused approach are required to succeed.

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