Truist Financial

Wholesale Payments Client Success Team Leader

Truist Financial$90K — $110K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business, Accounting, or related field or equivalent experience.
  • Five or more years of financial services or related experience.
  • Proven leadership skills within a production environment.
  • Experience collaborating with diverse regional teams.
  • Strong negotiation skills with senior leadership.
  • Exceptional interpersonal skills for building relationships and leveraging networks.
  • Ability to ensure positive client experiences.

Responsibilities

  • Lead the team while collaborating across departments to enhance processes and initiatives.
  • Influence timelines and expectations through proactive negotiation.
  • Make autonomous decisions with guidance on complex outcomes.
  • Maintain partnerships with stakeholders for feedback on processes.
  • Develop short-term strategic goals for operational excellence in Wholesale Payments.
  • Act as a subject matter expert to improve quality and efficiency.
  • Direct support for Wholesale Payments products to meet service level expectations.

Benefits

  • Medical, dental, and vision insurance.
  • Life and disability insurance.
  • Tax-preferred savings accounts.
  • 401k plan with employer match.
  • At least 10 days of vacation and sick days.
  • Paid holidays during the year.
  • Potential access to a defined benefit pension plan and stock options.
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.

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to (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:

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 I supports the vision, strategic direction and execution of Wholesale services and continuous improvement of the client experience.

The Team Leader I ensures the accurate execution and/or resolution of issues related to various wholesale services. They act as the point of escalation, partnering with other leaders. The Team Lead I 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 Lead I 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. They support 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 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 financial impacts to Truist.  
2.    Influences timelines, expectations, and proactively negotiates across departments and sometimes functional management. 
3.    Acts autonomously on most decisions. Requires guidance on more complex judgements.
4.    Maintains open partnerships with Lines of Business, Product, and other stakeholders to provide mutual feedback on business processes and opportunities for improvement.
5.    Assists in developing and implementing short-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.    Develop and maintain effective risk governance and operational risk management systems and processes to manage risk and safeguard assets.  
8.    Directs support to the Wholesale Payments products and solutions, managing capacity needs, meeting, or exceeding established service levels, and driving client satisfaction. 
9.    Utilizes problem-solving, partnership, communications, persuasion, and negotiation skills to achieve desired results. 
10.    Researches, suggests, and promotes more efficient processes to improve quality, enhance client satisfaction, and reduce costs. 
11.    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 of financial services or related work experience.
3.    Demonstrated leadership abilities, innovation, and performance within a production environment.
4.    Demonstrated experience in partnering with diverse teams based in various regional locations.
5.    Ability to manage and negotiate with senior leadership and alliance relationships.
6.    Strong interpersonal skills and an ability to build relationships, display organizational savvy, leverage networks, and value diversity. 
7.    Strong ability to provide positive client experience.
8.    Ability to translate strategic priorities into operational expectations; drive organizational and cultural changes needed to adapt to new approaches, enhanced technology, and corporate initiatives.
9.    Knowledge of risk and controls, and operational risk management methodologies; Knowledge regulatory and compliance requirements.
10.    Critical thinking skills: ability to synthesize complex information to communicate effectively with associates at all levels.
11.    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.    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.

SEARCH TRUIST FINANCIAL JOBS

READ CAREERS BLOG

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

Similar Jobs

More Jobs at Truist Financial

More Finance & Insurance Jobs

Find similar Wholesale Payments Client Success Team Leader jobs: