Client Success Team Coordinator II

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:
A Team Coordinator II is primarily responsible for organizing daily processing activities for multiple groups through the maximum utilization of personnel and systems. Ensure quality, delivery, and on-going support of the Wholesale Payments solutions.

A Team Coordinator II must be motivated to work in a fast-paced and deadline-oriented environment. It is critical for a Team Coordinator to have strong computer skills, attention to detail, and the ability to build partnerships across the organization. They take ownership of coordinating requests – either completing them or escalating appropriately to the individuals who can. Their day-to-day work efforts involve a basic mix of time management, collaboration, coordination, and communication skills targeted toward high volume, repeatable efforts.

Effectiveness in this role will be defined through putting the client first, engaging in effective partnerships, having the courage to be proactive, enabling knowledge expansion and acting with urgency. They must be able to interact with clients in verbal and written form. Work is independent and self-directed, with guidance in only complicated situations.

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.

• Provide guidance and decision making to teammates who need assistance with more complex client issues, questions or processes.
• Serves as a key escalation point within Wholesale Payments for product and system-specific requests, and will work directly with client, stakeholders, vendors, etc. to resolve as needed.
• Meets sometimes less-clearly defined demands and influences junior colleagues
• Researches, recommends, and implements more efficient processes to improve quality, enhance client satisfaction, and reduce costs.
• Prioritizes requests for the team and manages workload across teammates via the workflow system.
• Engages directly with clients, internal partners, and vendors regarding issues, challenges or opportunities impacting daily activities or systems and drive resolution.
• Routinely uses significant judgement on moderate to complex business problems and decision making.
• Supports Leaders with duties that impact the team such as defining and documenting procedures, attend meetings as a proxy for manager, and serving a subject matter expert for projects.
• Provide input for teammate evaluations. Participate in, and make recommendations for, the hiring of personnel.
• Stays abreast of processes with periodic reviews of procedures. Identifies trends and makes recommendations for streamlining functions and processes to gain efficiencies and improve the client experience.
• Participates in all control and audit walk-through, periodically reviews, and tests Risk Controls.
• Provides general support to Wholesale Payments and other areas of Truist by performing high-volume and time-sensitive routine tasks independently on an as needed basis.

Required Qualifications: 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.

• High school diploma or equivalent.
• Five years of Wholesale Payments, Banking Operations, or other related work experience.
• 2+ years of…