Wholesale Client Onboarding Advisor

Overview

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Regular or Temporary:
Regular

Language Fluency:
English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Client Onboarding Advisor I is directly responsible and accountable for coordinating and leading client implementation efforts for new, or the maintenance of less complex Wholesale Payment services. Their overarching goal is to provide a best-in-class client experience, enabling Truist to achieve our vision and improve revenue realization.

The Client Onboarding Advisor I is focused on applying knowledge expertise along with outstanding client service and communications skills to execute timely and proficiently on client requests. The Client Onboarding Advisor I is expected to own the overall implementation effort and client experience – ensuring that their implementations are completed in a timely and successful manner even when aspects are delegated to others.

The Client Onboarding Advisor I must be able to interact with clients in verbal and written form. They will collaborate with client representatives and internal personnel to coordinate, complete, and communicate regarding all implementation activities. Work is generally independent and self-directed with little guidance required.

Essential Duties And Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• 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.

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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…