Truist · 1 month ago
Wholesale Payments Client Success Team Leader - Client Onboarding for CRE
Charlotte, NC
Full-time
Onsite
Senior Level
7+ years expTruist Bank is seeking a Wholesale Payments Client Success Team Leader who will manage a group delivering Wholesale Payments solutions to clients. This leadership role focuses on improving client relationships and supporting profitable growth, while ensuring effective risk controls and enhancing the client experience.
BankingFinanceFinancial Services
Responsibilities
Responsible for managing an industry-leading group that delivers Wholesale Payments solutions to clients
Ensures the accurate execution and/or resolution of issues related to various wholesale services
Acts as the point of escalation, partnering with other leaders
Responsible for leading the group, encouraging collaboration within the team and with business partners, and supports teammate engagement and inclusion within Client Success
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
Qualification
Required
Bachelor's degree in business, Accounting or related field or equivalent work experience
Five or more years direct experience managing a team, performance, and resource allocations
Seven or more years of relevant financial services or related work experience
Demonstrated leadership abilities, innovation, and performance within a production environment
Demonstrated experience in partnering with diverse teams based in various regional locations
Ability to manage and negotiate with senior leadership and alliance relationships
Strong interpersonal skills and an ability to build relationships, display organizational savvy, leverage networks, and value diversity
Strong ability to provide positive client experience
Ability to translate strategic priorities into operational expectations; drive organizational and cultural changes needed to adapt to new approaches, enhanced technology, and corporate initiatives
Knowledge of risk and controls, and operational risk management methodologies; Knowledge regulatory and compliance requirements
Critical thinking skills: ability to synthesize complex information to communicate effectively with associates at all levels
Demonstrated advanced skills in computer applications, such as Microsoft Office Suite
Preferred
Degree in Finance, Accounting, Business, Engineering, or another related field
Prior management experience with leading a diverse production team
Previous experience and knowledge in Wholesale Payments
Training, certifications, or additional education related to banking
Five or more years' experience with project management or Six Sigma certification
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
Maryland Daily Record
2026-01-03
2025-12-18
Company data provided by crunchbase