Wholesale Payments Client Success Team Coordinator

Truist; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Job summary

Truist is seeking a Team Coordinator II in Atlanta to organize daily processing activities across multiple groups, ensuring quality and timely support for Wholesale Payments solutions. You will coordinate requests, escalate where needed, and collaborate with clients, vendors, and internal partners in a fast-paced environment.

The role requires strong communication, attention to detail, and the ability to build partnerships.

Qualifications

• High school diploma or equivalent required.
• Five years in Wholesale Payments or related banking ops.
• 2+ years leading a team with scope and accountability.
• 3+ years of direct project or team leadership experience.
• Strong judgment, time management, and independent work.
• Knowledge of Risk Controls and audits.
• Excellent written and verbal communication.

Responsibilities

• Provide guidance and decision making to teammates facing complex issues.
• Serve as escalation point within Wholesale Payments for product and system-related requests.
• Prioritize team requests and manage workload via workflow systems.
• Engage with clients, partners, and vendors to drive resolution.
• Support leaders with procedures, proxy meetings, and projects as SME.
• Participate in hiring and performance input for personnel.
• Identify process improvements to increase efficiency and client satisfaction.
• Assist with risk controls audits and walk-throughs.
• Provide general support to Wholesale Payments across high-volume tasks.

Skills

Team leadership

Project management

Client relationship

Communication skills

Microsoft Office

Time management

Problem solving

Education

High school diploma or equivalent

Degree in Business/Finance/Accounting

Bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency:

English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

A Team Coordinator II is primarily responsible for organizing daily processing activities for multiple groups through the maximum utilization of personnel and systems. Ensure quality, delivery, and on-going support of the Wholesale Payments solutions.

A Team Coordinator II must be motivated to work in a fast-paced and deadline-oriented environment. It is critical for a Team Coordinator to have strong computer skills, attention to detail, and the ability to build partnerships across the organization. They take ownership of coordinating requests – either completing them or escalating appropriately to the individuals who can. Their day-to-day work efforts involve a basic mix of time management, collaboration, coordination, and communication skills targeted toward high volume, repeatable efforts.

Effectiveness in this role will be defined through putting the client first, engaging in effective partnerships, having the courage to be proactive, enabling knowledge expansion and acting with urgency. They must be able to interact with clients in verbal and written form. Work is independent and self-directed, with guidance in only complicated situations.

Essential Duties And Responsibilities

• Provide guidance and decision making to teammates who need assistance with more complex client issues, questions or processes.
• Serves as a key escalation point within Wholesale Payments for product and system-specific requests, and will work directly with client, stakeholders, vendors, etc. to resolve as needed.
• Meets sometimes less‑clearly defined demands and influences junior colleagues
• Researches, recommends, and implements more efficient processes to improve quality, enhance client satisfaction, and reduce costs.
• Prioritizes requests for the team and manages workload across teammates via the workflow system.
• Engages directly with clients, internal partners, and vendors regarding issues, challenges or opportunities impacting daily activities or systems and drive resolution.
• Routinely uses significant judgement on moderate to complex business problems and decision making.
• Supports Leaders with duties that impact the team such as defining and documenting procedures, attend meetings as a proxy for manager, and serving a subject matter expert for projects.
• Provide input for teammate evaluations. Participate in, and make recommendations for, the hiring of personnel.
• Stays abreast of processes with periodic reviews of procedures. Identifies trends and makes recommendations for streamlining functions and processes to gain efficiencies and improve the client experience.
• Participates in all control and audit walk-through, periodically reviews, and tests Risk Controls.
• Provides general support to Wholesale Payments and other areas of Truist by performing high-volume and time‑sensitive routine tasks independently on an as needed basis.

Qualifications

Required Qualifications

• High school diploma or equivalent.
• Five years of Wholesale Payments, Banking Operations, or other related work experience.
• 2+ years of consistently high performance as a Team Coordinator I or equivalent work experience.
• 3+ years of direct experience leading a team, performance and resource allocation
• Ability to lead projects or requests of moderate or higher complexity levels and risk exposure
• Knowledge and experience with Risk Controls and Audits.
• Excellent written and verbal communication skills
• Ability to exercise good judgment and use of resources
• Ability to work independently and manage time effectively
• Strong organizational and follow‑up skills
• Demonstrates advanced skills in computer applications and Microsoft Office Suite
• Demonstrates accountability – Owns requests or projects and sees them through to completion or escalates accordingly

Preferred Qualifications

• Degree in Business, Finance, Accounting.
• 3+ years previous experience in Wholesale Payments.
• 3+ years project management or Client training experience.
• Advanced communication and negotiation skills.
• Training, certifications, or additional education related to Treasury Management and/or banking operations.
• Six Sigma certification

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.

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