Wholesale Payments Client Onboarding Specialist

Truist; Charlotte (NC); On-site; USD 60,000 - 85,000; Full time

Job summary

Truist is seeking a Client Onboarding Advisor I to coordinate and lead client implementation efforts for new or less complex Wholesale Payment services. The role focuses on delivering a best-in-class client experience and ensuring timely, successful implementations with independent work where appropriate.

You will interact with clients verbally and in writing, collaborating with client representatives and internal teams to manage all implementation activities and communicate progress to the

Qualifications

• Bachelor's degree in business-related field or equivalent education and training.
• Three or more years in banking, basic project management, or related industry experience.
• Strong verbal and written communication skills, proactive messaging for different audiences.

Responsibilities

• Serve as primary liaison between client, internal operations, and other areas throughout the implementation cycle.
• Coordinate, complete, and communicate all implementation activities with clients and internal teams.
• Maintain documentation of client interactions and implementation status, ensuring timely updates to stakeholders.

Skills

Communication skills

Client management

Analytical skills

MS Excel

Education

Bachelor's degree

Tools

MS Excel

MS Office

Internet

MS Outlook

Job description

Truist is seeking a Client Onboarding Advisor I to coordinate and lead client implementation efforts for new or less complex Wholesale Payment services. The role focuses on delivering a best-in-class client experience and ensuring timely, successful implementations with independent work where appropriate.

You will interact with clients verbally and in writing, collaborating with client representatives and internal teams to manage all implementation activities and communicate progress to the