Truist · 4 weeks ago
WP Client Success Coordinator III - Orlando, Charlotte, or Atlanta
Truist Bank is seeking a WP Client Success Coordinator III to manage daily processing activities for multiple groups and ensure quality delivery of Wholesale Payments solutions. The role involves coordinating client requests, building partnerships, and leading efforts to support complex client needs.
BankingFinanceFinancial Services
Responsibilities
Provide guidance and decision making to teammates who need assistance with highly complex client issues, questions or processes
Qualification
Required
High school diploma or equivalent
Five years of Wholesale Payments, Banking Operations, or other related work experience
Four or more years of consistently high performance as a Team Coordinator I or equivalent work experience
Five or more years of direct experience leading a team, performance, and resource allocation
Ability to lead projects or requests of moderate or higher complexity levels and risk exposure
Knowledge and experience with Risk Controls and Audits
Excellent written and verbal communication skills
Must be able to work independently, be well organized, versatile, display good time management skills and able to accept multiple time sensitive responsibilities in a high-pressure environment, maintaining composure and a positive attitude
Ability to exercise good judgment and use of resources
Ability to work independently and manage time effectively
Strong organizational and follow-up skills
Demonstrates advanced skills in computer applications and Microsoft Office Suite
Demonstrates accountability – Owns requests or projects and sees them through to completion or escalates accordingly
Preferred
Degree in Business, Finance, Accounting
Five or more years previous experience in Wholesale Payments
Five or more years of project management or Client training experience
Advanced communication and negotiation skills
Training, certifications, or additional education related to Treasury Management and/or banking operations
Six Sigma certification
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
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
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
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-15
Maryland Daily Record
2026-01-03
Company data provided by crunchbase