Wholesale Payments Client Onboarding Advisor

Truist

. Coordinate and lead client implementation efforts for new or less-complex Wholesale Payment services .

Posted 10/6/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client implementation of Wholesale Payment services, with strong capabilities in project management, communication, and relationship building. Proficient in problem-solving and adapting to client needs while maintaining organizational standards.

Highest-signal resume keywords

Client Implementation ManagementWholesale Payments KnowledgeProject Management ExperienceStrong Communication SkillsAnalytical and Decision-Making Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementWholesale Payments SolutionsAnalytical SkillsOrganizational SkillsProblem-Solving Skills

Soft Skills

Interpersonal SkillsRelationship BuildingAdaptabilityNegotiation SkillsClient Satisfaction Focus

Tools & Technologies

MS ExcelMS OfficeMS OutlookInternet

Industry Keywords

BankingClient ExperienceImplementation CycleDocumentation RequirementsBusiness Resources

About the role

Key responsibilities & impact

Coordinate and lead client implementation efforts for new or less-complex Wholesale Payment services
Own the overall implementation effort and client experience
Execute client requests in a timely and proficient manner
Interact with clients in verbal and written form
Collaborate with client representatives and internal personnel on implementation activities
Manage small- to mid-sized, less-complex clients, accounts, projects, or internal relationships
Communicate with clients, teammates, and personnel regarding implementation efforts
Serve as the primary liaison between clients, internal operations, and other areas throughout the implementation cycle
Use internal and external business resources to resolve issues, maintain deadlines, and meet client needs
Provide implementation status visibility to clients and deal/coverage teams
Document client interactions and relevant information accurately and timely
Adhere to documentation requirements, policies, and procedures
Maintain partnerships with department peers and supervisors
Communicate issues, risks, and opportunities to business partners
Balance client needs, internal processes, and other considerations
Apply problem-solving capabilities to offer solutions

Requirements

What you’ll need

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
Ability to prioritize, satisfy client needs, and provide a best-in-class client experience
Strong verbal and written communication skills, including adapting messaging based on the audience
Ability to manage and negotiate with clients and vendor and alliance relationships
Solid interpersonal skills and ability to build relationships and leverage networks
Strong analytical, organizational, and decision-making skills
Ability to adapt strategically to evolving market demands, technology, and internal initiatives
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
English language fluency required

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation during the first year of employment (prorated)
10 sick days (prorated)
Paid holidays
Defined benefit pension plan (depending on position and division)
Restricted stock units (depending on position and division)
Deferred compensation plan (depending on position and division)