Truist Financial

Wholesale Payments Onboarding Project Manager

Truist Financial$80K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in a relevant field or equivalent experience.
  • Over 5 years of progressive experience in consulting, project management, or process improvement.
  • Strong understanding of project management frameworks and methodologies.
  • Expert communication skills, able to adapt messaging based on the audience.
  • Proven leadership in project implementation and problem resolution.
  • Strong risk management skills.
  • Ability to influence others and manage negotiations effectively.

Responsibilities

  • Lead project planning activities for mid-sized, less-complex clients and projects.
  • Communicate directly with clients about implementation efforts.
  • Define problems, organize teams, and develop project schedules.
  • Ensure shared understanding of project expectations with all stakeholders.
  • Establish and maintain relationships throughout the project lifecycle.
  • Measure project performance and report status to all team members.
  • Create and maintain comprehensive project documentation.

Benefits

  • Medical, dental, vision, life insurance, and disability coverage.
  • 401k plan with tax-preferred savings accounts.
  • Minimum of 10 days of vacation and 10 sick days in the first year.
  • Paid holidays and eligibility for a defined benefit pension plan.
  • Opportunities for restricted stock units and deferred compensation plans.
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:

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:
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 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 . 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

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Learn more about Truist Financial
Size
50,283 employees
Market Cap
$56.6 billion
Industry
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