Truist Financial

Wholesale Payments Client Success Team Leader

Truist Financial$90K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in business, Accounting or related field or equivalent work experience.
  • More than five years of direct experience managing a team and resource allocations.
  • Over seven years of relevant financial services experience.
  • Proven leadership and innovation in a production environment.
  • Experience collaborating with geographically dispersed teams.
  • Proficient in managing relationships with senior leadership.
  • Strong interpersonal skills for effective networking and teamwork.
  • Critical thinking skills for effective communication across all levels.

Responsibilities

  • Supports team processes and business initiatives to maximize financial impacts.
  • Stays updated on Wholesale Solutions trends through networking and research.
  • Addresses complex demands and guides junior colleagues.
  • Fosters strong partnerships with stakeholders for feedback on processes and improvements.
  • Helps develop strategic goals for operational excellence in Wholesale Payments.
  • Acts as a subject matter expert in quality improvement and best practices.
  • Ensures compliance with regulations and internal policies regarding risk management.

Benefits

  • Medical, dental, and vision insurance.
  • Life and disability insurance.
  • 401(k) plan and tax-preferred savings accounts.
  • At least 10 days of vacation and 10 sick days per year.
  • Paid holidays and potential eligibility for a pension plan.
Full Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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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:

A leadership position responsible for managing an industry-leading group that delivers Wholesale Payments solutions to clients. This role is critical in improving client relationships and supporting profitable growth. The Team Leader II role supports the vision, strategic direction and execution of Wholesale services and continuous improvement of the client experience.

The Team Leader II ensures the accurate execution and/or resolution of issues related to various wholesale services. Acts as the point of escalation, partnering with other leaders. The Team Leader II is responsible for leading the group, encouraging collaboration within the team and with business partners, and supports teammate engagement and inclusion within Client Success.

The Team Leader II is responsible for developing and maintaining effective risk controls through documented procedures and job aids for Client Success as well as key performance, and governance routines. Supports Wholesale Payments in identifying and implementing efficiencies in the products end to end onboarding, and/or client experience. Work is independent and self-directed, with guidance in only 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.    Provides support to the team while partnering with other teams to improve processes, roll out new features/products and advance business initiatives that have major financial impacts to the Company.  
2.    Keeps abreast of industry trends in Wholesale Solutions by networking with industry contacts, and other activities to identify best practices.  
3.    Meets sometimes less-clearly defined demands and influences junior colleagues.
4.    Maintains strong and open partnerships with Line of Business, Product, and other stakeholders to provide mutual feedback on business processes, internal relationships, organizational strengths and opportunities for improvement.
5.    Assists in developing and implementing short-term and long-term strategic goals for Wholesale Payments with the view of delivering operational excellence. Communicate overall purpose, mission and values to ensure teammate alignment and effective execution.
6.    Participates as a subject matter expert for quality and efficiency projects and activities surrounding continuous best practices, and quality improvement.   Assist in development of processes and create procedures to effectively meet or exceed client expectations. Communicate updates and changes to the team as needed.
7.    Manages and implement operational policies and procedures to ensure compliance with State and Federal regulations and internal compliance requirements.  Develop and maintain effective risk governance and operational risk management systems and processes to manage risk and safeguard assets.  
8.    Works with more senior staff when dealing with complex issues and projects. 
9.    Direct support to the Wholesale Payments products and solutions, managing capacity needs, meeting, or exceeding established service levels, and driving client satisfaction. 
10.    Demonstrated ability to lead and achieve desired results. Strong in problem-solving, partnership, communications, persuasion, and negotiation
11.    Researches, suggests, and implements more efficient processes to improve quality, enhance client satisfaction, and reduce costs. 
12.    Responsible for talent related activities including recruitment, retention, career development, performance management, salary administration, promotions, transfers, succession planning, training, coaching and terminations within established policies and guidelines. 

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 business, Accounting or related field or equivalent work experience.
2.    Five or more years direct experience managing a team, performance, and resource allocations.
3.    Seven or more years of relevant financial services or related work experience.
4.    Demonstrated leadership abilities, innovation, and performance within a production environment.
5.    Demonstrated experience in partnering with diverse teams based in various regional locations.
6.    Ability to manage and negotiate with senior leadership and alliance relationships.
7.    Strong interpersonal skills and an ability to build relationships, display organizational savvy, leverage networks, and value diversity. 
8.    Strong ability to provide positive client experience.
9.    Ability to translate strategic priorities into operational expectations; drive organizational and cultural changes needed to adapt to new approaches, enhanced technology, and corporate initiatives.
10.    Knowledge of risk and controls, and operational risk management methodologies; Knowledge regulatory and compliance requirements.
11.    Critical thinking skills: ability to synthesize complex information to communicate effectively with associates at all levels.
12.    Demonstrated advanced skills in computer applications, such as Microsoft Office Suite.


Preferred Qualifications:
1.    Degree in Finance, Accounting, Business, Engineering, or another related field.
2.    Prior management experience with leading a diverse production team.
3.    Previous experience and knowledge in Wholesale Payments. 
4.    Training, certifications, or additional education related to banking.
5.    Five or more years’ experience with project management or Six Sigma certification.

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 . 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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