Client Success Team Leader
Truist
full-time
Posted on:
Location Type: Office
Location: Charlotte • North Carolina • United States
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Job Level
About the role
- Manage an industry-leading group that delivers Wholesale Payments solutions to clients
- Improve client relationships and support profitable growth
- Ensure accurate execution and/or resolution of issues related to various wholesale services
- Act as the point of escalation, partnering with other leaders
- Encourage collaboration within the team and with business partners
- Support teammate engagement and inclusion within Client Success
- Develop and maintain effective risk controls through documented procedures and job aids for Client Success
- Support Wholesale Payments in identifying and implementing efficiencies in the products end to end onboarding, and/or client experience
- Work independently with guidance in complex situations
- Provide support to the team while partnering with other teams to improve processes
- Keep abreast of industry trends in Wholesale Solutions
- Develop and implement short-term and long-term strategic goals for Wholesale Payments
- Participate as a subject matter expert for quality and efficiency projects
- Manage operational policies and procedures to ensure compliance with regulations
- Research, suggest, and implement more efficient processes to improve quality and reduce costs
- Responsible for talent related activities including recruitment, retention, career development, performance management, and training
Requirements
- 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
Benefits
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Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
risk managementoperational risk managementperformance managementresource allocationfinancial servicesprocess improvementcompliancestrategic planningclient experienceteam management
Soft Skills
leadershipinterpersonal skillscollaborationorganizational savvynegotiationcritical thinkinginnovationrelationship buildingdiversity valueclient engagement