Wholesale Payments Client Success Team Leader

4 weeks ago


Charlotte, United States Charlotte Staffing Full time

Job TitleA leadership position responsible for managing an industry-leading group that delivers Wholesale Payments solutions to clients. This role is critical in improving client relationships and supporting profitable growth. The Team Leader II role supports the vision, strategic direction and execution of Wholesale services and continuous improvement of the client experience.The Team Leader II ensures the accurate execution and/or resolution of issues related to various wholesale services. Acts as the point of escalation, partnering with other leaders. The Team Leader II is responsible for leading the group, encouraging collaboration within the team and with business partners, and supports teammate engagement and inclusion within Client Success. The Team Leader II is responsible for developing and maintaining effective risk controls through documented procedures and job aids for Client Success as well as key performance, and governance routines. Supports Wholesale Payments in identifying and implementing efficiencies in the products end to end onboarding, and/or client experience.Work is independent and self-directed, with guidance in only complex situations.Essential Duties and ResponsibilitiesFollowing 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.Provides support to the team while partnering with other teams to improve processes, roll out new features/products and advance business initiatives that have major financial impacts to the Company.Keeps abreast of industry trends in Wholesale Solutions by networking with industry contacts, and other activities to identify best practices.Meets sometimes less-clearly defined demands and influences junior colleagues.Maintains strong and open partnerships with Line of Business, Product, and other stakeholders to provide mutual feedback on business processes, internal relationships, organizational strengths and opportunities for improvement.Assists in developing and implementing short-term and long-term strategic goals for Wholesale Payments with the view of delivering operational excellence. Communicate overall purpose, mission and values to ensure teammate alignment and effective execution.Participates as a subject matter expert for quality and efficiency projects and activities surrounding continuous best practices, and quality improvement. Assist in development of processes and create procedures to effectively meet or exceed client expectations. Communicate updates and changes to the team as needed.Manages and implement operational policies and procedures to ensure compliance with State and Federal regulations and internal compliance requirements. Develop and maintain effective risk governance and operational risk management systems and processes to manage risk and safeguard assets.Works with more senior staff when dealing with complex issues and projects.Direct support to the Wholesale Payments products and solutions, managing capacity needs, meeting, or exceeding established service levels, and driving client satisfaction.Demonstrated ability to lead and achieve desired results. Strong in problem-solving, partnership, communications, persuasion, and negotiation.Researches, suggests, and implements more efficient processes to improve quality, enhance client satisfaction, and reduce costs.Responsible for talent related activities including recruitment, retention, career development, performance management, salary administration, promotions, transfers, succession planning, training, coaching and terminations within established policies and guidelines.QualificationsThe 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.Required Qualifications:Bachelor's degree in business, Accounting or related field or equivalent work experience.Five or more years direct experience managing a team, performance, and resource allocations.Seven or more years of relevant financial services or related work experience.Demonstrated leadership abilities, innovation, and performance within a production environment.Demonstrated experience in partnering with diverse teams based in various regional locations.Ability to manage and negotiate with senior leadership and alliance relationships.Strong interpersonal skills and an ability to build relationships, display organizational savvy, leverage networks, and value diversity.Strong ability to provide positive client experience.Ability to translate strategic priorities into operational expectations; drive organizational and cultural changes needed to adapt to new approaches, enhanced technology, and corporate initiatives.Knowledge of risk and controls, and operational risk management methodologies; Knowledge regulatory and compliance requirements.Critical thinking skills: ability to synthesize complex information to communicate effectively with associates at all levels.Demonstrated advanced skills in computer applications, such as Microsoft Office Suite.Preferred Qualifications:Degree in Finance, Accounting, Business, Engineering, or another related field.Prior management experience with leading a diverse production team.Previous experience and knowledge in Wholesale Payments.Training, certifications, or additional education related to banking.Five or more years' experience with project management or Six Sigma certification.Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.



  • Charlotte, United States Charlotte Staffing Full time

    Client Implementation Specialist IVThe Client Implementation Specialist IV is directly responsible and accountable to support highly complex client implementation efforts for new, and the maintenance of wholesale solutions. Their overarching goal is to support multiple implementation steps to provide a best-in-class client experience, enabling Truist to...


  • Charlotte, United States Charlotte Staffing Full time

    Wholesale Banking Strategy RoleThe purpose of this role is to formulate, develop and drive strategic initiatives and operating routines for the Wholesale Banking organization. The role will utilize strong critical-thinking and cross-functional collaboration skills to help clarify business strategies and translate strategy to business capabilities and...


  • Charlotte, North Carolina, United States Truist Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...


  • Charlotte, United States Charlotte Staffing Full time

    Job TitleResponsible for consultative sales of Payments Solutions to assigned to the Business Connect group via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values.Essential Duties and Responsibilities:Executes sales plan, develops strong partnership and collaboration with line...

  • Product Manager

    3 weeks ago


    Charlotte, United States Global Payments Full time

    Overview Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing...


  • Charlotte, United States Charlotte Staffing Full time

    Investment StrategistThe purpose of this role is to successfully execute investment projects and programs with operational and technical excellence, compliance with Truist processes and guidelines, and a high degree of financial discipline. This role provides oversight of a wide array of projects to provide quality and expertise to project and technology...

  • Product Manager POS

    3 weeks ago


    Charlotte, United States Global Payments Full time

    Product Manager Pos & Payment DevicesWe are seeking a Product Manager to lead the strategy, development, and lifecycle of our next-generation in-store hardware platforms, including handhelds, kiosks, POS terminals, and embedded payment peripherals. This role will drive the consolidation of our hardware portfolio under the Genius brand, ensuring a unified...

  • Product Manager POS

    2 weeks ago


    Charlotte, United States Global Payments Full time

    Product Manager Pos & Payment Devices We are seeking a Product Manager to lead the strategy, development, and lifecycle of our next-generation in-store hardware platforms, including handhelds, kiosks, POS terminals, and embedded payment peripherals. This role will drive the consolidation of our hardware portfolio under the Genius brand, ensuring a unified...

  • Product Manager

    2 days ago


    Charlotte, NC, United States Global Payments Full time

    Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results....

  • Product Manager

    12 hours ago


    Charlotte, NC, United States Global Payments Full time

    Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results....