Wholesale Payments Onboarding Project Manager

Truist; Orlando (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Truist seeks a Wholesale Payments Onboarding Project Manager I to coordinate mid-sized to large, moderately complex client implementations from initiation through completion. You will apply project management discipline and product knowledge to plan, monitor, and manage client onboarding across wholesale solutions.

This role requires excellent communication, documentation, and risk management skills, with the ability to guide teams and stakeholders to timely, accurate deliverables while

Qualifications

• Bachelor’s degree in a relevant field or equivalent experience.
• Five+ years progressive experience in consulting, project management or process improvement.
• Strong understanding of project management frameworks and methodologies.
• Expert verbal and written client communication, proactive messaging for diverse audiences.
• Ability to manage and negotiate with clients, vendors and alliances.
• Proven leadership in implementing complex projects and resolving issues.
• Ability to influence others, negotiate timelines, and manage to stringent deadlines.
• Strong risk management and decision-making under pressure.

Responsibilities

• Lead planning activities for mid-sized to large clients or projects.
• Communicate with clients and internal teams on all implementation aspects.
• Define scope, organize teams, develop schedules and milestones, allocate resources.
• Establish stakeholder relationships and manage project resources end-to-end.
• Monitor project performance, report milestones and deliverables, and manage changes.

Skills

Client communication

Project management

Leadership

Risk management

Negotiation

Time management

Education

Bachelor's degree in relevant field

Job description

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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

• 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 individual responsibilities, develops project schedules and milestones, identifies structures of authority and processes for decision making, and determines resource requirements.
• Understands and articulates the expectations for the project deliverable/s and ensures shared

understanding within the team and client.

• Establishes and maintains relationships with all stakeholders and manages resources throughout the entire project.
• Demonstrates experienced understanding of business line and a basic understanding of the overall firm.
• Meets sometimes less-clearly defined demands and influences junior colleagues.
• Measures project performance using appropriate systems, tools, and techniques.
• 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.
• Troubleshoots and manages activities to ensure adherence to internal and external quality standards.
• Performs risk management to minimize project risks.
• Influences timelines, expectations, and proactively negotiates across departments and sometimes functional management.
• Uses appropriate verification techniques to manage changes in project scope, schedule, and client impact.
• Creates and maintains project documentation.

Required Qualifications

• Bachelor’s degree in a relevant field, or an equivalent combination of education and work experience.
• 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.
• Expert-level verbal and written client communication skills including the ability to be proactive and adapt messaging based on the audience.
• Ability to manage and negotiate with clients and vendor and alliance relationships.
• Proven leadership in the implementation of complex projects, issue resolution, communication, interpersonal and negotiation skills.
• The ability to communicate with and influence others, conduct difficult negotiations and manage to stringent timelines for project deliverables.
• Strong risk management skills.
• Demonstrated advanced understanding of business, resources, priorities, needs and policies.
• Proven ability to make decisions under pressure and bring clarity to ambiguous assignments.
• Demonstrated ability to effectively manage time, delegate and problem-solve.

Preferred Qualifications

• Certification in either Project Management Professional (PMP) or Treasury Management Professional certification (CTP)
• Certification in Lean Six Sigma or similar process improvement, facilitation, and project management methodologies.
• 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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