Wholesale Payments Client Onboarding Advisor

Truist Wealth; Oak Ridge (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Truist Wealth is seeking a Client Onboarding Advisor I to coordinate and lead client implementation efforts for new and maintenance of less‑complex Wholesale Payment services. You will ensure timely, high‑quality client experiences and act as the primary liaison among clients, internal operations, and various stakeholders.

The role emphasizes applying knowledge and exceptional client service to execute requests, while collaborating with client representatives and internal teams to manage

Qualifications

• Bachelor’s Degree in a business-related field or equivalent education and related training.
• Three+ years in banking, basic project management, or other related industry experience.
• Demonstrated ability to work effectively to prioritize, satisfy client needs and provide a best‑in‑class client experience.
• Strong verbal and written communication skills – including the ability to be proactive and adapt messaging based on the audience.
• Ability to manage and negotiate with clients and vendor and alliance relationships.
• Solid interpersonal skills and an ability to build relationships and leverage networks.
• Strong analytical, organizational, and decision‑making skills to objectively assess situations and make informed decisions.
• Ability to adapt strategically to evolving market demands, technology, and internal initiatives, catalyzing new approaches to improve results.
• In‑depth knowledge of standard/common Wholesale Payments solutions and some complex services.
• Diligent, flexible, and detail‑oriented, with strong organizational skills
• Proficient in MS Excel, MS Office, Internet, and MS Outlook

Responsibilities

• Generally assigned small- to mid‑sized, less‑complex clients, accounts, projects, or internal relationships.
• Acts autonomously on most decisions. Requires guidance on more complex judgements.
• Communicates with clients, teammates, and other personnel regarding all aspects of implementation efforts.
• Functions as the primary liaison between the client, internal operations, and other areas throughout the implementation cycle.
• Utilizes internal and external business resources to resolve issues effectively, maintain deadlines, and meet client needs.
• Provides visibility and transparency regarding implementation status to the client and the client’s deal/coverage team throughout the process.
• Documents all client interactions and relevant information in an accurate and timely manner.
• Adheres to documentation requirements, policies, and procedures.
• Maintains partnerships with peers in department and immediate supervisor, with some exposure to other stakeholders.
• Proactively informs and/or engages leaders and others to communicate issues, risks, and opportunities to business partners.
• Uses good judgment to balance client needs, internal processes, and a variety of other contingencies/considerations.
• Employs some problem‑solving capabilities to offer solutions.

Skills

Verbal communication

Written communication

Client relationship management

Analytical thinking

Organizational skills

Decision making

Education

Bachelor’s degree in business-related field

Tools

MS Excel

MS Office

Internet

MS Outlook

Job description

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)

The Client Onboarding Advisor I is directly responsible and accountable for coordinating and leading client implementation efforts for new, or the maintenance of less‑complex Wholesale Payment services. Their overarching goal is to provide a best‑in‑class client experience, enabling Truist to achieve our vision and improve revenue realization. The Client Onboarding Advisor I is focused on applying knowledge expertise along with outstanding client service and communications skills to execute timely and proficiently on client requests. The Client Onboarding Advisor I is expected to own the overall implementation effort and client experience – ensuring that their implementations are completed in a timely and successful manner even when aspects are delegated to others. The Client Onboarding Advisor I must be able to interact with clients in verbal and written form. They will collaborate with client representatives and internal personnel to coordinate, complete, and communicate regarding all implementation activities. Work is generally independent and self‑directed with little guidance required.

Essential Duties and Responsibilities

• Generally assigned small- to mid‑sized, less‑complex clients, accounts, projects, or internal relationships
• Acts autonomously on most decisions. Requires guidance on more complex judgements
• Communicates with clients, teammates, and other personnel regarding all aspects of implementation efforts
• Functions as the primary liaison between the client, internal operations, and other areas throughout the implementation cycle
• Utilizes internal and external business resources to resolve issues effectively, maintain deadlines, and meet client needs
• Provides visibility and transparency regarding implementation status to the client and the client’s deal/coverage team throughout the process
• Documents all client interactions and relevant information in an accurate and timely manner
• Adheres to documentation requirements, policies, and procedures
• Maintains partnerships with peers in department and immediate supervisor, with some exposure to other stakeholders
• Proactively informs and/or engages leaders and others to communicate issues, risks, and opportunities to business partners
• Uses good judgment to balance client needs, internal processes, and a variety of other contingencies/considerations
• Employs some problem‑solving capabilities to offer solutions

Required Qualifications

• Bachelor’s Degree in a business‑related field or equivalent education and related training
• Three or more years in banking, basic project management, or other related industry experience
• Demonstrated ability to work effectively to prioritize, satisfy client needs and provide a best‑in‑class client experience
• Strong verbal and written communication skills – including the ability to be proactive and adapt messaging based on the audience
• Ability to manage and negotiate with clients and vendor and alliance relationships
• Solid interpersonal skills and an ability to build relationships and leverage networks
• Strong analytical, organizational, and decision‑making skills to objectively assess situations and make informed decisions
• Ability to adapt strategically to evolving market demands, technology, and internal initiatives, catalyzing new approaches to improve results
• In‑depth knowledge of standard/common Wholesale Payments solutions and some complex services
• Diligent, flexible, and detail‑oriented, with strong organizational skills
• Proficient in MS Excel, MS Office, Internet, and MS Outlook

Preferred Qualifications

• Degrees/education in Finance, Accounting, Business, Engineering or other related field

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 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.