Wholesale Payments Client Onboarding Advisor

Role Overview

• The Client Onboarding Advisor I is directly responsible and accountable for coordinating and leading client implementation efforts for new, or the maintenance of less complex Wholesale Payment services.
• Provide a best-in-class client experience, enabling Truist to achieve our vision and improve revenue realization.
• Apply knowledge expertise along with outstanding client service and communications skills to execute timely and proficiently on client requests.
• Own the overall implementation effort and client experience – ensuring that implementations are completed in a timely and successful manner even when aspects are delegated to others.
• Interact with clients in verbal and written form.
• Collaborate with client representatives and internal personnel to coordinate, complete, and communicate regarding all implementation activities.
• Work is generally independent and self-directed with little guidance required.

Requirements

• Bachelor’s Degree in a business-related field or equivalent education and related training.
• Three or more years in banking, basic project management, or other related industry experience.
• Demonstrated ability to work effectively to prioritize, satisfy client needs and provide a best-in-class client experience.
• Strong verbal and written 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.
• Solid interpersonal skills and an ability to build relationships and leverage networks.
• Strong analytical, organizational, and decision-making skills to objectively assess situations and make informed decisions.
• Ability to adapt strategically to evolving market demands, technology, and internal initiatives, catalyzing new approaches to improve results.
• In-depth knowledge of standard/common Wholesale Payments solutions and some complex services
• Diligent, flexible, and detail-oriented, with strong organizational skills.
• Proficient in MS Excel, MS Office, Internet, and MS Outlook

Benefits

• medical, dental, vision, life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• 401k plan
• no less than 10 days of vacation
• 10 sick days
• paid holidays