Truist · 1 day ago
Wholesale Payments Client Onboarding Advisor
Atlanta, GA
Full-time
Onsite
Mid Level
3+ years expTruist is a financial services company seeking a Client Onboarding Advisor I. The role is responsible for coordinating and leading client implementation efforts for Wholesale Payment services, ensuring a best-in-class client experience and timely completion of implementations.
BankingFinanceFinancial Services
Responsibilities
Generally assigned small- to mid-sized, less-complex clients, accounts, projects, or internal relationships
Acts autonomously on most decisions. Requires guidance on more complex judgements
Communicates with clients, teammates, and other personnel regarding all aspects of implementation efforts
Functions as the primary liaison between the client, internal operations, and other areas throughout the implementation cycle
Utilizes internal and external business resources to resolve issues effectively, maintain deadlines, and meet client needs
Provides visibility and transparency regarding implementation status to the client and the client’s deal/coverage team throughout the process
Documents all client interactions and relevant information in an accurate and timely manner
Adheres to documentation requirements, policies, and procedures
Maintains partnerships with peers in department and immediate supervisor, with some exposure to other stakeholders
Proactively informs and/or engages leaders and others to communicate issues, risks, and opportunities to business partners
Uses good judgment to balance client needs, internal processes, and a variety of other contingencies/considerations
Employs some problem-solving capabilities to offer solutions
Qualification
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
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
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