Wholesale Payments Client Onboarding Advisor jobs in United States
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Truist · 1 day ago

Wholesale Payments Client Onboarding Advisor

positionCharlotte, NC
timeFull-time
remoteOnsite
seniorityMid Level
date3+ years exp

Truist is a financial organization seeking a Client Onboarding Advisor I to coordinate and lead client implementation efforts for Wholesale Payment services. The role focuses on delivering an exceptional client experience and ensuring timely and successful implementations while collaborating with clients and internal teams.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Generally assigned small- to mid-sized, less-complex clients, accounts, projects, or internal relationships

Qualification

Wholesale Payments knowledgeClient relationship managementProject managementAnalytical skillsCommunication skillsOrganizational skillsMS Excel proficiencyMS Office proficiencyMS Outlook proficiencyInterpersonal skillsNegotiation skillsAdaptabilityDetail-oriented

Required

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

Preferred

Degrees/education in Finance, Accounting, Business, Engineering or other related field

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

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Truist is the sixth-largest commercial bank in the U.S.
dateFounded in 2019
location
Charlotte, North Carolina, USA
people-size10001+ employees
web-link
https://www.truist.com

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 Stage
Total Funding
unknown
2021-01-01Seed

Leadership Team

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Michael Maguire
Chief Financial Officer
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James Cordovana
SVP of Cloud Security Enterprise Architect
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