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Truist

Client Success Team Leader

Truist

. Responsible for managing an industry-leading group that delivers Wholesale Payments solutions to clients .

Posted 5/1/2026full-timeOrlando • Florida, North Carolina • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact
  • Responsible for managing 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
  • Lead the group, encouraging 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
  • Assist in implementing efficiencies in products end-to-end onboarding and/or client experience
  • Maintain strong and open partnerships with Line of Business, Product, and other stakeholders
  • Participate as a subject matter expert for quality and efficiency projects and activities surrounding continuous best practices
  • Manage and implement operational policies and procedures for compliance with regulations
  • Direct support to the Wholesale Payments products and solutions
  • Responsible for talent-related activities including recruitment, retention, career development, and performance management.

Requirements

What you’ll need
  • 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

Comp & perks
  • Medical, dental, vision, life insurance
  • Disability, accidental death and dismemberment
  • Tax-preferred savings accounts
  • 401k plan
  • At least 10 days of vacation
  • 10 sick days
  • Paid holidays

ATS Keywords

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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 policiescomplianceperformance managementresource allocationfinancial servicesclient onboardingquality assuranceprocess improvementproject management
Soft Skills
leadershipinterpersonal skillscollaborationclient relationship managementorganizational savvynegotiationcritical thinkingteam engagementdiversity appreciationstrategic thinking