Wholesale Payments Client Implementation Specialist

Truist; Orlando (FL); On-site; USD 80,000 - 95,000; Full time

Job summary

A leading financial institution is seeking a Wholesale Payments Client Implementation Specialist to enhance the client experience through effective implementation of banking solutions. This role requires strong communication skills, business acumen, and collaboration with clients and internal teams to ensure successful project execution. Candidates must hold a Bachelor’s Degree and possess extensive experience in Wholesale Payments or a related field. Ideal for detail-oriented professionals looking to contribute to a dynamic team in Orlando, FL.

Benefits

Medical, dental, and vision insurance

401k plan

Paid vacation and sick days

Flexible work hours

Qualifications

• Five or more years in Wholesale Payments or related industry experience.
• Excellent verbal and written communication skills.
• Ability to manage and negotiate with internal partners.

Responsibilities

• Responsible for implementing small- to mid-sized client accounts.
• Leads communications with internal personnel and clients for implementation efforts.
• Maintains strong partnerships with Sales and stakeholders.

Skills

Communication

Problem-solving

Interpersonal skills

Business acumen

Education

Bachelor’s Degree in a business-related field

Tools

MS Excel

MS Office

Salesforce

Job description

Wholesale Payments Client Implementation Specialist

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Wholesale Payments Client Implementation Specialist

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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 III is directly responsible and accountable to support 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 III 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 complex implementations for Truist Wholesale clients.

The Client Implementation Specialist III 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 small- to mid-sized, less-complex clients’ accounts, 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 strong 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.
• Influences timelines, expectations, and proactively negotiates within department.
• Adheres to Wholesale Payments agreements and documents policies and procedures.
• Maintains strong partnerships with 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.
• Acts autonomously on most decisions. Requires guidance on more complex judgements.
• Employs strong problem-solving capabilities to develop creative and tailored solutions.
• Manage and/or escalate concerns and reduce basic operational, process, and compliance risk.
• Executes with precision and accountability by following policies and procedures.
• Provides support to related teams sharing Product knowledge and solutions to better serve our clients. Influences and helps train 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.

• Bachelor’s Degree in a business-related field or equivalent education and related training.
• Five 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.
• Strong Wholesale Payments solutions knowledge and experience
• Proficient in Salesforce
  
  
  

Other Job Requirements / Working Conditions

Sitting/Standing/Walking/Bending/Lifting

☐ Sitting (if checked, indicate frequency)

Constantly (More than 50% of the time)

☐ Standing (if checked, indicate frequency)

Occasionally (Less than 25% of the time)

☐ Walking (if checked, indicate frequency)

Occasionally (Less than 25% of the time)

☐ Bending (if checked, indicate frequency)

Occasionally (Less than 25% of the time)

☐ Lifting (if checked, indicate pounds)

☐ Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

☐ Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

☐ Availability

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

☐ Travel (Must select one)

Minimal and up to 10%

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.

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 Pay Transparency Nondiscrimination Provision E-Verify

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

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