Wholesale Payments Onboarding Project Manager

Truist Wealth; Oak Ridge (FL); Sur place; USD 95 000 - 125 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision

Life insurance

401k plan

Vacation days

Sick days

Résumé du poste

Truist Wealth is seeking an experienced Wholesale Payments Onboarding Project Manager I to coordinate mid- to large-scale implementations from initiation to completion. The role focuses on delivering a best-in-class client experience and revenue realization through strong project discipline and product knowledge of Wholesale Payments solutions.

The incumbent works independently with guidance only on the most complex scenarios, partnering with the Wholesale Payments Advisor to drive client

Qualifications

• Bachelor’s degree in a relevant field.
• Five or more years progressive experience in consulting, project management or process improvement.
• Strong understanding of project management frameworks and methodologies.
• Excellent verbal and written client communication with ability to tailor messaging for the audience.
• Ability to manage and negotiate with clients and vendor/alliance relationships.
• Proven leadership in implementing complex projects and solving problems.
• Ability to influence others, negotiate rigorously, and manage tight timelines.
• Strong risk management skills.
• Deep understanding of business, resources, priorities, and policies.
• Proven ability to make decisions under pressure and clarify ambiguity.
• Strong time management, delegation, and problem-solving capabilities.

Responsabilités

• Leads or coordinates project planning activities for mid-sized, less-complex clients, prospects, accounts, projects, or internal relationships.
• Provides direct communication and interaction with clients and other personnel regarding all aspects of implementation efforts.
• Routinely uses significant judgement on moderate to complex business problems.
• Defines problems and scope parameters, organizes project teams, assigns responsibilities, develops project schedules and milestones, identifies authority structures and decision processes, and determines resource requirements.
• Understands and articulates expectations for deliverables and ensures shared understanding with the team and client.
• Establishes and maintains relationships with stakeholders and manages resources throughout the project.
• Demonstrates advanced understanding of the business line and overall firm.
• Meets defined demands and guides junior colleagues.
• Measures project performance using systems, tools, and techniques.
• Reports on project status including milestones and deliverables to the team and client.
• Troubleshoots and manages activities to meet quality standards.
• Performs risk management to minimize project risks.
• Influences timelines and negotiates across departments.
• Uses verification techniques to manage changes in scope, schedule, and client impact.
• Creates and maintains project documentation.

Connaissances

Project management

Client communication

Leadership

Risk management

Formation

Bachelor's degree

Description du poste

Job Summary

The Wholesale Payments Onboarding Project Manager I is directly responsible and accountable for coordinating and leading mid- to large-sized and moderately complex implementations from initiation through completion. Their overarching goal is to provide a best-in-class client experience, enabling Truist to achieve our vision and improve revenue realization. The Wholesale Payments Onboarding Project Manager I applies high-level knowledge of project management disciplines, along with technical and product knowledge related to Wholesale Payments solutions, to plan, monitor, and manage client implementations.

Work requires the ability to execute on project management tasks plus a detailed understanding of complex Wholesale Payment solutions, business segments, industry verticals, and Truist overall. This role is recognized as an expert within the organization and as someone who can solve complex problems.

This role partners with the Wholesale Payments Advisor to drive best-in-class client experiences. Work is generally independent and self-directed, with guidance in only the most complex situations.

Job Details

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)

Essential Duties and Responsibilities

1. Leads or coordinates project planning activities for mid-sized, less-complex clients, prospects, accounts, projects, or internal relationships.
2. Provides direct communication and interaction with clients and other personnel regarding all aspects of implementation efforts.
3. Routinely uses significant judgement on moderate to complex business problems.
4. Defines problems and scope parameters, organizes project teams, assigns individual responsibilities, develops project schedules and milestones, identifies structures of authority and processes for decision making, and determines resource requirements.
5. Understands and articulates the expectations for the project deliverable/s and ensures shared understanding within the team and client.
6. Establishes and maintains relationships with all stakeholders and manages resources throughout the entire project.
7. Demonstrates experienced understanding of business line and a basic understanding of the overall firm.
8. Meets sometimes less-clearly defined demands and influences junior colleagues.
9. Measures project performance using appropriate systems, tools, and techniques.
10. Reports on the status of projects including milestones, deliverables, and plan to all project team members including the client and the client’s deal/coverage team.
11. Troubleshoots and manages activities to ensure adherence to internal and external quality standards.
12. Performs risk management to minimize project risks.
13. Influences timelines, expectations, and proactively negotiates across departments and sometimes functional management.
14. Uses appropriate verification techniques to manage changes in project scope, schedule, and client impact.
15. Creates and maintains project documentation.

Required Qualifications

1. Bachelor’s degree in a relevant field, or an equivalent combination of education and work experience.
2. Five or more years progressive related experience in either a consulting, project management or process improvement related role.
3. Strong level understanding of project management framework and methodologies.
4. Expert-level verbal and written client communication skills including the ability to be proactive and adapt messaging based on the audience.
5. Ability to manage and negotiate with clients and vendor and alliance relationships.
6. Proven leadership in the implementation of complex projects, issue resolution, communication, interpersonal and negotiation skills.
7. The ability to communicate with and influence others, conduct difficult negotiations and manage to stringent timelines for project deliverables.
8. Strong risk management skills.
9. Demonstrated advanced understanding of business, resources, priorities, needs and policies.
10. Proven ability to make decisions under pressure and bring clarity to ambiguous assignments.
11. Demonstrated ability to effectively manage time, delegate and problem-solve.

Preferred Qualifications

1. Certification in either Project Management Professional (PMP) or Treasury Management Professional certification (CTP)
2. Certification in Lean Six Sigma or similar process improvement, facilitation, and project management methodologies.
3. Experience in Wholesale Solutions or cash management environment

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation

• Medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan
• 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.
• Job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

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 based on the division of Truist offering the position.

For more details on Truist’s generous benefit plans, please visit our Benefits site.

Equal Opportunity & Diversity Statement

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. EEO is the Law E-Verify IER Right to Work.

About Truist: Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.