Wholesale Payments Client Onboarding Advisor

Truist Bank; Orlando (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid time off

Job summary

Truist Bank seeks a Client Onboarding Advisor I to coordinate client implementation efforts for wholesale payment services. You will manage the end-to-end process, collaborate with clients and internal teams, and ensure timely, accurate delivery of services.

The role emphasizes strong communication, independent work, and proactive problem solving to improve client experience and revenue realization.

Qualifications

• Bachelor’s degree or equivalent education and training.
• Three or more years in banking, basic project management, or related experience.
• Strong verbal and written communication skills and proactivity.

Responsibilities

• Coordinate and lead client implementation efforts for wholesale payment services.
• Own the overall implementation and client experience for less complex projects.
• Communicate with clients, internal teams, and vendors to complete implementation activities.
• Serve as the primary liaison between client, operations, and other areas during the implementation cycle.
• Document interactions and maintain accurate status updates and deadlines.

Skills

Banking experience

Project management

Client communication

Vendor relationship management

Analytical skills

MS Excel

Education

Bachelor’s Degree in business or related field

Tools

MS Excel

MS Office

MS Outlook

Internet

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 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

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.

• 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.
• 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.

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