Wholesale Payments Support Specialist

Truist

. Serve as the direct point of contact for an assigned portfolio of high-value Wholesale Payments clients .

Posted 10/13/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in managing high-value Wholesale Payments client relationships, providing exceptional service, and resolving complex inquiries. Proficient in banking operations, treasury services, and risk management methodologies while maintaining strong communication and organizational skills.

Highest-signal resume keywords

Treasury Services ExperienceClient Relationship ManagementCase Management Tool ProficiencyBank Operations KnowledgeRisk Management Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Banking ExperienceTreasury ServicesCase ManagementOperational Risk ManagementMicrosoft WordMicrosoft ExcelMicrosoft OutlookBusiness CorrespondenceTime ManagementOrganizational Skills

Soft Skills

Excellent Communication SkillsAttention to DetailSound JudgmentProfessionalismAbility to Work Independently

Tools & Technologies

SalesforceCase Management Tool

Industry Keywords

Wholesale PaymentsClient ConsultationsService Request ManagementProcess ImprovementOperational Risk

About the role

Key responsibilities & impact

Serve as the direct point of contact for an assigned portfolio of high-value Wholesale Payments clients
Provide white-glove service by understanding clients’ businesses, contacts, service usage, communication preferences, and desired response style
Listen to, analyze, and resolve client inquiries through immediate resolution or appropriate escalation
Support clients through multiple communication channels
Research complex issues and facilitate resolutions with internal technical and non-technical partners
Assess and represent client requests, gather information, identify solutions, manage expectations, and determine when escalation is needed
Manage cases and Outlook email boxes
Document client interactions accurately and timely in the specified case management tool
Support internal teammate inquiries regarding implementation, servicing, fulfillment requests, and status updates
Monitor and manage service-request queues
Provide visibility and transparency to internal stakeholders regarding request status
Manage or escalate concerns to reduce operational, process, and compliance risk
Follow policies and procedures with precision and accountability
Participate in client consultations to enhance sales opportunities or address servicing issues
Contribute to reviewing, updating, and establishing procedures
Maintain transactional partnerships with Sales, Relationship Managers, and other stakeholders to provide feedback and identify process improvements

Requirements

What you’ll need

High school diploma or equivalent
Three 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 communicate professionally over the telephone or in person
Ability to write business correspondence
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 Microsoft Word, Excel, Outlook, and the Internet
English language fluency required
Preferred: education in Finance, Accounting, Business, or a related field
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
No less than 10 days of vacation during the first year of employment, prorated based on date of hire and full-time or part-time status
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)