Wholesale Payments Client Implementation Specialist

Truist Financial Corporation; Orlando (FL); On-site; USD 80,000 - 120,000; Full time

Job summary

Truist Financial Corporation seeks a Client Implementation Specialist IV in Orlando. This key position involves managing complex client implementation efforts, requiring excellent communication and problem-solving skills. Candidates must possess a Bachelor's degree and have 7+ years of relevant experience in wholesale payments or project management. The role includes collaboration with various stakeholders to ensure a seamless client experience and timely execution of implementation tasks.

Benefits

Medical, dental, and vision insurance

401k plan

Paid vacation and sick days

Employee benefits programs

Qualifications

• 7+ years in Wholesale Payments, bank operations, or project management.
• Proficient in communication, negotiation, and relationship building.
• Detail-oriented with strong organizational skills.

Responsibilities

• Lead implementation efforts for mid- to large-sized clients.
• Coordinate communications with internal teams and clients.
• Ensure timely completion of implementation projects.

Skills

Communication Skills

Negotiation Skills

Interpersonal Skills

Problem Solving

Organizational Skills

Education

Bachelor’s Degree in a business-related field

Tools

Salesforce

MS Excel

MS Office

MS Outlook

Job description

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Job Grade:

107

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.

1. Responsible and accountable for implementing mid- to large-sized or moderately complex clients, services, and projects.
2. Leads and directs communications with internal personnel and clients regarding all aspects of implementation efforts, conducted in a timely and accurate manner.
3. 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.
4. Provides visibility and transparency regarding implementation status throughout.
5. Documents all interactions and relevant information in an accurate and timely manner.
6. Meets sometimes less-clearly defined demands and proactively negotiates across multiple departments.
7. Adheres to Wholesale Payments agreements and documents policies and procedures.
8. 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.
9. Proactively informs and/or engages leaders and others to communicate issues, risks, and opportunities to business partners.
10. Routinely uses significant judgement on moderate to complex business problems.
11. Employs expert problem-solving capabilities to develop creative and tailored solutions.
12. Works with more senior staff when dealing with complex issues, larger clients, accounts, projects, or internal relationships.
13. Identifies, manages, and escalates concerns and reduce basic operational, process, and compliance risk.
14. Executes with precision and accountability by following policies and procedures.
15. 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:

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.

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

Preferred Qualifications:

1. Degrees/education in Finance, Accounting, Business, Engineering, or another related field.
2. Extensive Wholesale Payments solutions knowledge and experience.
3. 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.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.