Truist · 1 month ago
Wholesale Payments Client Success Team Leader - Client Onboarding for CRE
Orlando, FL
Full-time
Onsite
Senior Level
7+ years expTruist is seeking a Wholesale Payments Client Success Team Leader responsible for managing a group that delivers Wholesale Payments solutions to clients. This leadership role focuses on improving client relationships, supporting profitable growth, and ensuring effective execution of wholesale services while fostering collaboration and engagement within the team.
BankingFinanceFinancial Services
Responsibilities
Provides support to the team while partnering with other teams to improve processes, roll out new features/products and advance business initiatives that have major financial impacts to the Company
Keeps abreast of industry trends in Wholesale Solutions by networking with industry contacts, and other activities to identify best practices
Meets sometimes less-clearly defined demands and influences junior colleagues
Maintains strong and open partnerships with Line of Business, Product, and other stakeholders to provide mutual feedback on business processes, internal relationships, organizational strengths and opportunities for improvement
Assists in developing and implementing short-term and long-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
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
Manages and implement operational policies and procedures to ensure compliance with State and Federal regulations and internal compliance requirements. Develop and maintain effective risk governance and operational risk management systems and processes to manage risk and safeguard assets
Works with more senior staff when dealing with complex issues and projects
Direct support to the Wholesale Payments products and solutions, managing capacity needs, meeting, or exceeding established service levels, and driving client satisfaction
Demonstrated ability to lead and achieve desired results. Strong in problem-solving, partnership, communications, persuasion, and negotiation
Researches, suggests, and implements more efficient processes to improve quality, enhance client satisfaction, and reduce costs
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
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