Wholesale Payments Dedicated Support Specialist

Truist

. Provide white-glove service to an assigned portfolio of Wholesale Payments clients .

Posted 11/12/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in managing client relationships within Wholesale Payments, with a strong focus on treasury services, operational risk management, and maintaining service-level agreements. Proficient in communication, organization, and problem-solving to enhance client satisfaction and operational efficiency.

Highest-signal resume keywords

Treasury Services ExperienceClient Relationship ManagementOperational Risk ManagementCase Management Tool ProficiencyBanking Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury ServicesBank OperationsOperational Risk ManagementCase ManagementProject ManagementConsultingSalesRisk ManagementMS Office ProficiencyTime Management

Soft Skills

Strong Organization SkillsExcellent Communication SkillsAttention to DetailProfessionalismJudgment

Tools & Technologies

SalesforceMS OfficeOutlook

Industry Keywords

Wholesale PaymentsClient ConsultationsService-Level AgreementsCompliance RiskStakeholder Engagement

About the role

Key responsibilities & impact

Provide white-glove service to an assigned portfolio of Wholesale Payments clients
Serve as the direct point of contact for assigned clients
Manage cases and Outlook email boxes
Support clients through multiple communication channels
Research and resolve complex client issues, escalating appropriately
Assess complex client requests, identify solutions, and manage client expectations
Assist management with planning and directing daily processing activities
Maintain service-level agreements and document client interactions in the case management tool
Support internal teammate inquiries regarding implementation, servicing, and fulfillment requests
Monitor and manage service-request queues
Contribute to reviewing, updating, and establishing procedures
Partner with Sales, Relationship Managers, and other stakeholders
Participate in client consultations to enhance sales opportunities or address servicing issues
Reduce operational, process, and compliance risk

Requirements

What you’ll need

Bachelor’s Degree in a business-related field or equivalent education and related training
Five years of banking experience, including two years in a treasury-related role
1+ years of in-depth experience with treasury services from a product, sales, technical, or operational perspective
Ability to work independently and as a team
Strong organization and time management skills
Ability to manage multiple time-sensitive responsibilities in a high-pressure environment
Excellent written and verbal communication skills
Ability to manage daily activities in a fast-paced, changing environment
Sound judgment when communicating with clients
Strong attention to detail
High level of professionalism and integrity
Knowledge of bank operations, risk and controls, and operational risk management methodologies
Proficiency in MS Office applications including Word, Excel, and Outlook, and proficiency using the Internet
English language fluency required
Preferred: experience with a case management tool such as Salesforce
Preferred: project management, consulting, or management experience
Preferred: risk management experience

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, 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)