Truist Financial

Wholesale Payments Client Implementation Specialist

Truist Financial$70K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in business or equivalent experience.
  • Seven or more years in Wholesale Payments, bank operations, or project management.
  • Strong verbal and written communication abilities.
  • Proven negotiation skills with internal and external parties.
  • Deep understanding of standard and complex products.
  • Detail-oriented with excellent organizational capabilities.
  • Proficient in MS Office and Salesforce.

Responsibilities

  • Implement mid- to large-sized client services and projects.
  • Lead communication efforts regarding implementation activities.
  • Utilize advanced business acumen to address implementation challenges.
  • Provide transparency on implementation status to stakeholders.
  • Document all relevant interactions and information promptly.
  • Proactively manage inter-departmental negotiations.
  • Ensure adherence to policies and procedures throughout implementation.

Benefits

  • Medical, dental, and vision insurance.
  • Life and disability insurance.
  • 401k plan with contributions.
  • Minimum of 10 vacation days per year, plus sick leave.
  • Paid holidays and potential participation in a pension plan.
Full Job Description
The Client Implementation Specialist IV is directly responsible and accountable to support highly complex client implementation efforts for new, and the maintenance of wholesale solutions. Their overarching goal is to support multiple implementation steps to provide a best-in-class client experience, enabling Truist to achieve our vision and improve revenue realization. The Client Implementation Specialist IV is focused on applying wholesale, banking, and communications skills in a timely and accurate manner. Their day-to-day work efforts involve collaboration, coordination and communication skills targeted to highly complex implementations for Truist Wholesale clients. The Client Implementation Specialist IV is expected to own the necessary steps to ensure implementations are completed in a timely and successful manner even when aspects are delegated to others. They will collaborate with internal teammates, in both verbal and written form, to coordinate, complete, and communicate implementation activities. Work includes working directly with the client and or a client's representative supporting key implementations activities. 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. Responsible and accountable for implementing mid- to large-sized or moderately complex clients, services, and projects. 2. Leads and directs communications with internal personnel and clients regarding all aspects of implementation efforts, conducted in a timely and accurate manner. 3. Demonstrates advanced business acumen and utilizes experienced understanding of business line and a basic understanding of the overall firm to resolve implementation issues effectively, maintain project deadlines, mitigate risk, and meet client needs. 4. Provides visibility and transparency regarding implementation status throughout. 5. Documents all interactions and relevant information in an accurate and timely manner. 6. Meets sometimes less-clearly defined demands and proactively negotiates across multiple departments. 7. Adheres to Wholesale Payments agreements and documents policies and procedures. 8. Maintains strong and open partnerships with LOB, Sales, and other stakeholders to provide mutual feedback on business processes, internal relationships, organizational strengths, and opportunities for improvement. 9. Proactively informs and/or engages leaders and others to communicate issues, risks, and opportunities to business partners. 10. Routinely uses significant judgement on moderate to complex business problems. 11. Employs expert problem-solving capabilities to develop creative and tailored solutions. 12. Works with more senior staff when dealing with complex issues, larger clients, accounts, projects, or internal relationships. 13. Identifies, manages, and escalates concerns and reduce basic operational, process, and compliance risk. 14. Executes with precision and accountability by following policies and procedures. 15. Provides subject matter expertise support to related teams sharing Product knowledge and solutions to better serve our clients. Influences and trains junior colleagues. Qualifications Required Qualifications The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's Degree in a business-related field or equivalent education and related training. 2. Seven or more years in Wholesale Payments, bank operations, basic project management, or other related industry experience. 3. Excellent verbal and written communication skills including the ability to be proactive and adapt messaging based on the audience. 4. Ability to manage and negotiate with internal partners, vendors, and alliance relationships. 5. Strong interpersonal skills and an ability to build relationships and leverage networks. 6. Ability to adapt strategically to evolving market demands, technology, and internal initiatives, catalyzing new approaches to improve results. 7. In-depth knowledge of standard and complex products. 8. Diligent, flexible, and detail-oriented, with excellent organizational skills. 9. Proficient in MS Excel, MS Office, Internet, and MS Outlook. Preferred Qualifications 1. Degrees/education in Finance, Accounting, Business, Engineering, or another related field. 2. Extensive Wholesale Payments solutions knowledge and experience. 3. Proficient in Salesforce. 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.

About Truist Financial

Truist Financial Careers

Join the dynamic team at Truist Financial, a leader in the financial services sector, and propel your career to new heights. At Truist Financial, we offer more than just job opportunities; we provide a platform for professional growth and innovation in an environment that values diversity and leadership.

Why Truist Financial?

At Truist Financial, we are committed to building a diverse and inclusive workplace where every team member is empowered to contribute their unique skills and perspectives. We believe that our strength lies in our diversity, and we are dedicated to fostering a culture that embraces the differences that make each of us unique.

Explore a World of Opportunities

Whether you're seeking your first internship or a seasoned professional looking to advance your career, Truist Financial offers a range of employment opportunities across various disciplines. Our team is growing, and we are constantly looking for talented individuals who are eager to make an impact.

Innovate and Lead

Join us and be part of a culture of innovation where your ideas can help shape the future of banking. At Truist Financial, you’ll work alongside industry leaders and have access to cutting-edge resources that foster continuous professional development and innovation.

Develop Your Career

Truist Financial is deeply invested in the career progression of our employees. We offer robust training programs, including leadership development and diversity training, to ensure you have the tools needed to succeed. Our commitment to your growth is reflected in our comprehensive benefits package, designed to support you both professionally and personally.

Networking and Professional Development

Enhance your professional network and connect with like-minded colleagues through our various networking events and community engagement initiatives. At Truist Financial, we believe in the power of connections and the impact they can have on your career.

Join Our Team

Ready to take the next step in your career? Explore the current job openings at Truist Financial. We are hiring across multiple departments, looking for passionate, curious, and innovative individuals to join our team. Check out our available positions and find the one that best matches your skills and interests.

Prepare for Your Interview

Make a great first impression. Visit our Careers page for tips on how to craft a compelling resume and succeed in your interview at Truist Financial. We are excited to see how you can contribute to our team and help us drive the future of banking.

Stay Connected

Don’t miss out on future opportunities or insights into our company culture and industry trends. Subscribe to our job alert emails and stay informed about new positions and career tips directly from our professionals. At Truist Financial, we’re not just offering jobs; we’re building careers. Join us and discover how you can make a difference and fuel your future.

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Learn more about Truist Financial
Size
50,283 employees
Market Cap
$56.6 billion
Industry
5 Year Trend
+14.3%
NASDAQ

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