Wholesale Payments Onboarding Project Manager

Truist; Orlando (FL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Paid holidays

Job summary

Truist in Orlando, FL is seeking a Wholesale Payments Onboarding Project Manager I to coordinate mid- to large-sized implementations from initiation through completion. The role emphasizes delivering a best-in-class client experience and driving revenue realization.

You will apply project management disciplines and wholesale payments knowledge to plan, monitor, and manage client implementations with strong communication and documentation skills.

Qualifications

• Bachelor’s degree in a relevant field required.
• Five or more years progressive related experience in either a consulting, project management or process improvement related role.
• Strong level understanding of project management framework and methodologies.
• Excellent verbal and written communication with clients and internal teams.
• Ability to manage and negotiate with clients and vendor relationships.
• Proven leadership in implementing complex projects and meeting tight timelines.
• Strong risk management skills and ability to influence timelines and decisions.

Responsibilities

• Lead or coordinate project planning activities for mid-sized to large clients and internal projects.
• Communicate with clients and team members regarding all aspects of implementation efforts.
• Define problems, scope, and resource requirements; develop schedules and milestones.
• Maintain relationships with stakeholders and manage resources throughout the project life cycle.
• Report project status, milestones, deliverables, and plans to all stakeholders and the client deal/coverage team.
• Manage changes in scope, schedule, and client impact using verification techniques.

Skills

Project management

Client communication

Risk management

Leadership

Stakeholder management

Problem solving

Education

Bachelor’s degree in a relevant field

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

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.

The Wholesale Payments Onboarding Project Manager I understands the technical and business process steps, roles of key partners and stakeholders, and has the oversight to manage the client and teammates through complex implementations to ensure timely and accurate implementations. They will have excellent communication, documentation, project management and organization skills. 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.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• 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: 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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