Wholesale Payments Client Success Team Coordinator

Truist; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation and holidays

Job summary

Truist seeks a Team Coordinator II to organize daily processing activities across multiple groups in Wholesale Payments. You will ensure quality, delivery, and ongoing support of payment solutions while managing time, partnerships, and client interactions in a fast-paced environment.

Strong emphasis on communication, leadership, and proactive problem solving as you coordinate requests, escalate when needed, and drive process improvements to enhance client experience and control effectiveness.

Qualifications

• High school diploma or equivalent required.
• Five years of Wholesale Payments, Banking Operations, or related experience.
• 2+ years of consistently high performance as a Team Coordinator I or equivalent.
• 3+ years direct experience leading a team, and resource allocation.
• Ability to lead projects of moderate or higher complexity levels with risk exposure.
• Knowledge and experience with Risk Controls and Audits.
• Excellent written and verbal communication skills.
• Ability to work independently and manage time effectively.
• Advanced skills in computer applications and Microsoft Office Suite.
• Demonstrates accountability - owns requests or projects and sees them through to completion or escalation.

Responsibilities

• Provide guidance and decision making to teammates needing assistance with complex client issues.
• Serve as a key escalation point within Wholesale Payments for product and system-specific requests and coordinate with clients and vendors.
• Meet and influence junior colleagues; research and implement more efficient processes.
• Prioritize requests and manage workload across teammates via the workflow system.
• Engage with clients and internal partners to drive resolution of issues.
• Use judgment on moderate to complex business problems and decisions.

Skills

Communication

Leadership

Time management

Attention to detail

Organizational skills

Team coordination

Problem solving

Education

High school diploma or equivalent

Business, Finance, Accounting 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. 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)

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

• 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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