Truist · 5 hours ago
Treasury Management Client Support Technical Specialist
Orlando, FL
Full-time
Onsite
Mid, Senior Level
3+ years expTruist is a financial services company seeking a Treasury Management Client Support Technical Specialist. The role focuses on facilitating product training for Wholesale Payment Solutions, ensuring a seamless client experience and effective communication with internal teams and clients.
BankingFinanceFinancial Services
Responsibilities
Responsible and accountable for facilitating complex product training within assigned implementations and change requests by planning, coordinating, and executing single or multi-product training sessions in a high quality, timely and efficient manner
Delivers interactive training sessions via different channels and mediums in accordance with performance standards
Works with more senior staff when dealing with complex issues, larger clients, accounts, projects, or internal relationships
Routinely uses judgement on moderate to complex business problems
Proactively communicates with clients and business/operations partners to coordinate and drive training efforts on behalf of the client
Experienced understanding of business line and Wholesale Solutions business and the technology that supports
Assigns and plan the daily workflow and training activities within the operational work unit to ensure appropriate staffing and production levels are maintained
Responsible for coordinating with key partners in the development of client training materials
Communicates clearly and professionally with the client and business/operations partners in written and verbal communications
Acts with urgency when responding to client training inquiries, meeting client needs, and providing industry-leading client service
Understand and demonstrate flexibility/adaptability to meet client needs and identify opportunities for clients to improve their Wholesale Payments relationship along with communicating those needs to business partners
Adheres to the Risk & Regulatory Compliance framework; recognizing the risk role to be played in any given situation and the activities needed to proactively manage risk and regulatory compliance
Meets sometimes less-clearly defined demands and influences/trains junior colleagues
Qualification
Required
Diligent, flexible, and detail-oriented, with excellent organizational skills
Excellent presentation, verbal and written communication skills – including the ability to be proactive and adapt messaging based on the audience
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Ability to travel
High school diploma or equivalent education, training, and work-related experience
Three years or more in Wholesale Payments, bank operations, or other related industry experience
Preferred
Bachelor's Degree in a business related field or equivalent education and related training
Five or more years in banking, training, and/or Wholesale experience
Training certification or equivalent facilitator experience
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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