Wholesale Payments Client Implementation Specialist

Truist; Atlanta (GA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

Disability

401(k)

Vacation days

Sick days

Paid holidays

RSUs

Deferred compensation

Job summary

Truist is seeking a Client Implementation Specialist IV to support highly complex client implementations for wholesale clients. The role focuses on coordinating multiple steps across teams to ensure timely and successful outcomes while maintaining clear client communication and documentation.

The ideal candidate has extensive wholesale payments knowledge, strong communication skills, and the ability to manage senior stakeholder expectations.

Qualifications

• Bachelor's degree required.
• 7+ years in Wholesale Payments or related field.
• Excellent verbal and written communication skills.
• Ability to manage and negotiate with internal partners, vendors, and alliances.
• Strong interpersonal skills and relationship-building.
• Proficient in MS Excel, MS Office.

Responsibilities

• Lead complex client implementations for wholesale clients.
• Coordinate with internal teams to meet deadlines and milestones.
• Maintain project timelines, mitigate risk, and meet client needs.
• Document interactions and status updates accurately.
• Provide subject matter expertise to related teams and train junior colleagues.

Skills

Communication

Negotiation

Project management

Relationship building

Analytical thinking

Education

Bachelor’s Degree in Business or related field

Tools

MS Excel

MS Office

Salesforce

Job description

Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:

The Client Implementation Specialist IV is directly responsible and accountable to support highly complex client implementation efforts for new, and the maintenance of wholesale solutions. Their overarching goal is to support multiple implementation steps to provide a best-in-class client experience, enabling Truist to achieve our vision and improve revenue realization. The Client Implementation Specialist IV is focused on applying wholesale, banking, and communications skills in a timely and accurate manner. Their day-to-day work efforts involve collaboration, coordination and communication skills targeted to highly complex implementations for Truist Wholesale clients. The Client Implementation Specialist IV is expected to own the necessary steps to ensure implementations are completed in a timely and successful manner even when aspects are delegated to others. They will collaborate with internal teammates, in both verbal and written form, to coordinate, complete, and communicate implementation activities. Work includes working directly with the client and or a client’s representative supporting key implementations activities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Responsible and accountable for implementing mid- to large-sized or moderately complex clients, services, and projects.
• Leads and directs communications with internal personnel and clients regarding all aspects of implementation efforts, conducted in a timely and accurate manner.
• Demonstrates advanced business acumen and utilizes experienced understanding of business line and a basic understanding of the overall firm to resolve implementation issues effectively, maintain project deadlines, mitigate risk, and meet client needs.
• Provides visibility and transparency regarding implementation status throughout.
• Documents all interactions and relevant information in an accurate and timely manner.
• Meets sometimes less-clearly defined demands and proactively negotiates across multiple departments.
• Adheres to Wholesale Payments agreements and documents policies and procedures.
• Maintains strong and open partnerships with LOB, Sales, and other stakeholders to provide mutual feedback on business processes, internal relationships, organizational strengths, and opportunities for improvement.
• Proactively informs and/or engages leaders and others to communicate issues, risks, and opportunities to business partners.
• Routinely use significant judgement on moderate to complex business problems.
• Employs expert problem-solving capabilities to develop creative and tailored solutions.
• Works with more senior staff when dealing with complex issues, larger clients, accounts, projects, or internal relationships.
• Identifies, manages, and escalates concerns and reduce basic operational, process, and compliance risk.
• Executes with precision and accountability by following policies and procedures.
• Provides subject matter expertise support to related teams sharing Product knowledge and solutions to better serve our clients.
• Influences and trains junior colleagues.

Qualifications Required

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s Degree in a business-related field or equivalent education and related training.
• Seven or more years in Wholesale Payments, bank operations, basic project management, or other related industry experience.
• Excellent verbal and written communication skills including the ability to be proactive and adapt messaging based on the audience.
• Ability to manage and negotiate with internal partners, vendors, and alliance relationships.
• Strong interpersonal skills and an ability to build relationships and leverage networks.
• Ability to adapt strategically to evolving market demands, technology, and internal initiatives, catalyzing new approaches to improve results.
• In-depth knowledge of standard and complex products.
• Diligent, flexible, and detail-oriented, with excellent organizational skills.
• Proficient in MS Excel, MS Office, Internet, and MS Outlook.

Preferred Qualifications

• Degrees/education in Finance, Accounting, Business, Engineering, or another related field.
• Extensive Wholesale Payments solutions knowledge and experience.
• Proficient in Salesforce.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

• medical
• dental
• vision
• life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• 401k plan
• 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during the first year of employment
• 10 sick days (also prorated)
• paid holidays
• defined benefit pension plan
• restricted stock units
• deferred compensation plan

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.

Truist is a Drug Free Workplace.

EEO is the Law.

E-Verify IER Right to Work.

About Truist

Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

Learn more about Truist on truist.com.