Wholesale Payments Client Implementation Specialist

Truist; Charlotte (NC); On-site; USD 95,000 - 145,000; Full time

Job summary

Truist is seeking a Client Implementation Specialist IV to support highly complex wholesale client implementations and ongoing maintenance. You will coordinate with internal teams and client representatives to ensure timely delivery and accurate execution, applying banking and wholesale payments expertise.

The role emphasizes collaboration, risk awareness, and proactive communication to manage multiple work streams, meet deadlines, and deliver a best-in-class experience for wholesale clients.

Qualifications

• Bachelor's degree or equivalent in a business-related field.
• 7+ years in Wholesale Payments, bank operations, or related field.
• Strong communication skills with proactive messaging.
• Ability to manage internal partners, vendors, and alliances.
• Proven relationship-building and networking abilities.
• Ability to adapt to evolving market demands and initiatives.
• Knowledge of standard and complex banking products.

Responsibilities

• Lead and direct communications with internal teams and clients on complex implementations.
• Ensure timely and accurate completion of mid- to large-sized client implementations.
• Maintain project deadlines, mitigate risk, and meet client needs.
• Document interactions and keep stakeholders informed of status.
• Identify issues, escalate as needed, and propose tailored solutions.
• Collaborate with LOB, Sales, and other partners to improve processes.
• Provide SME support and train junior colleagues.

Skills

Wholesale Payments

Client Relationship

Project Management

Verbal & Written Communication

Cross-functional Collaboration

Risk & Compliance Awareness

Negotiation

Education

Bachelor's Degree in Business or related field

Job description

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

• 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 uses 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 Qualifications

• 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.