Wholesale Payments Client Success Lead

Truist; Atlanta (GA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical benefits

Dental coverage

401k plan

Paid time off

Job summary

Truist in Atlanta, GA leads a team delivering Wholesale Payments solutions to clients, focusing on client relationships and profitable growth. The Team Leader I supports vision, strategy, and end-to-end onboarding to improve client experience.

The role ensures accurate execution and issue resolution, leads the group, and fosters collaboration with business partners. It also develops governance routines to maintain risk controls while delivering client satisfaction.

Qualifications

• Bachelor’s degree in business, accounting or related field or equivalent work experience.
• Five or more years of financial services or related work experience.
• Demonstrated leadership abilities, innovation, and performance within a production environment.
• Demonstrated experience in partnering with diverse teams based in various regional locations.
• Ability to manage and negotiate with senior leadership and alliance relationships.
• Strong interpersonal skills and an ability to build relationships, display organizational savvy, leverage networks, and value diversity.
• Strong ability to provide positive client experience.
• Ability to translate strategic priorities into operational expectations; drive organizational and cultural changes needed to adapt to new approaches, enhanced technology, and corporate initiatives.
• Knowledge of risk and controls, and operational risk management methodologies; Knowledge regulatory and compliance requirements.
• Critical thinking skills: ability to synthesize complex information to communicate effectively with associates at all levels.
• Demonstrated advanced skills in computer applications, such as Microsoft Office Suite.

Responsibilities

• Provides leadership for the team and partners with other teams to improve processes and roll out new features or products.
• Influences timelines, expectations, and negotiates across departments and management.
• Acts autonomously on most decisions; guidance on complex judgments.
• Maintains partnerships with Lines of Business, Product, and stakeholders to improve processes.
• Develops and implements short-term strategic goals for Wholesale Payments to achieve operational excellence.
• Participates as SME for quality and efficiency projects and activities around best practices and process improvements.
• Develops and maintains risk governance and operational risk management systems to safeguard assets.
• Directs support to Wholesale Payments products, managing capacity and service levels to drive client satisfaction.
• Uses problem-solving, collaboration, and negotiation to achieve results.
• Identifies and promotes more efficient processes to improve quality and reduce costs.
• Oversees talent-related activities including recruitment, performance management, and development within policy.

Skills

Leadership

Stakeholder management

Strategic thinking

Negotiation

Communication

Education

Bachelor’s degree in business/Accounting/related field

Six Sigma certification

Tools

Microsoft Office Suite

CRM software

Job description

Truist in Atlanta, GA leads a team delivering Wholesale Payments solutions to clients, focusing on client relationships and profitable growth. The Team Leader I supports vision, strategy, and end-to-end onboarding to improve client experience.

The role ensures accurate execution and issue resolution, leads the group, and fosters collaboration with business partners. It also develops governance routines to maintain risk controls while delivering client satisfaction.