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  • WP Client Success Coordinator III - Orlando…

    Truist (Orlando, FL)



    Apply Now

    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 Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-1758133253710.pdf)

     

    _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility ([email protected]?subject=Accommodation%20request)

     

    _(accommodation requests only; other inquiries won't receive a response)._

    Regular or Temporary:

    Regular

    **Language Fluency:** English (Required)

    Work Shift:

    1st shift (United States of America)

    Please review the following job description:

    The Team Coordinator III 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.

     

    The Team Coordinator III 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. This requires skilled coordination with teammates and internal partners, an expert knowledge of services and processes, and a working knowledge of support software. Specifically, the role is responsible for leading efforts to support more complex client needs requiring more advanced technical knowledge of all Wholesale Payments products and solutions.

     

    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. Additionally, the Team Coordinator will use discretion and judgment to assess client requests, gather appropriate additional information and determine if there are issues and concerns that must be escalated or client expectations managed. In this role, they will work with various Production Support teams to address escalated issues. This position may also manage projects and initiatives outside of standard Wholesale Payment processes

    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.

     

    1. Provide guidance and decision making to teammates who need assistance with highly complex client issues, questions or processes.

    2. 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.

    3. Influences timelines, expectations, and proactively negotiates across departments and sometimes functional management.

    4. Researches, recommends, and implements more efficient processes to improve quality, enhance client satisfaction, and reduce costs.

    5. Prioritizes requests for the team and manages workload across teammates via the workflow system.

    6. Engages directly with clients, internal partners, and vendors regarding issues, challenges or opportunities impacting daily activities or systems and drive resolution.

    7. Routinely uses significant judgement on highly complex business problems and decision making.

    8. 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.

    9. Routinely provide input for teammate evaluations. Participate in, and make recommendations for, the hiring of personnel.

    10. Stays abreast of processes with periodic reviews of procedures. Consistently identifies trends and makes recommendations for streamlining functions and processes to gain efficiencies and improve the client experience.

    11. Participates in all and may lead control and audit walk-through, periodically reviews, and tests Risk Controls.

    12. 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.

    QUALIFICATIONS

    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.

     

    1. High school diploma or equivalent.

    2. Five years of Wholesale Payments, Banking Operations, or other related work experience.

    3. Four or more years of consistently high performance as a Team Coordinator I or equivalent work experience.

    4. Five or more years of direct experience leading a team, performance, and resource allocation

    5. Ability to lead projects or requests of moderate or higher complexity levels and risk exposure

    6. Knowledge and experience with Risk Controls and Audits.

    7. Excellent written and verbal communication skills

    8. Must be able to work independently, be well organized, versatile, display good time management skills and able to accept multiple time sensitive responsibilities in a high-pressure environment, maintaining composure and a positive attitude.

    9. Ability to exercise good judgment and use of resources

    10. Ability to work independently and manage time effectively

    11. Strong organizational and follow-up skills

    12. Demonstrates advanced skills in computer applications and Microsoft Office Suite

    13. Demonstrates accountability – Owns requests or projects and sees them through to completion or escalates accordingly

    Preferred Qualifications:

    1. Degree in Business, Finance, Accounting.

    2. Five or more years previous experience in Wholesale Payments.

    3. Five or more years of project management or Client training experience.

    4. Advanced communication and negotiation skills.

    5. Training, certifications, or additional education related to Treasury Management and/or banking operations.

    6. Six Sigma certification

    **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site (https://benefits.truist.com/)

    . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

     

    _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._

     

    EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC\_KnowYourRights\_screen\_reader\_10\_20.pdf)

     

    E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-1757074518541.pdf)

     

    IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-1757074222028.pdf)

     


    Apply Now



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