Wholesale Payments Client Onboarding Advisor

Truist

Client Onboarding Advisor focused on Wholesale Payments services, coordinating client implementation efforts and ensuring a best-in-class experience. Emphasizing strong client service and communication skills.

Posted 6/11/2026full-timeOrlando • Florida, North Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

The Client Onboarding Advisor I is directly responsible and accountable for coordinating and leading client implementation efforts for new, or the maintenance of less complex Wholesale Payment services.
Provide a best-in-class client experience, enabling Truist to achieve our vision and improve revenue realization.
Apply knowledge expertise along with outstanding client service and communications skills to execute timely and proficiently on client requests.
Own the overall implementation effort and client experience – ensuring that implementations are completed in a timely and successful manner even when aspects are delegated to others.
Interact with clients in verbal and written form.
Collaborate with client representatives and internal personnel to coordinate, complete, and communicate regarding all implementation activities.
Work is generally independent and self-directed with little guidance required.

Requirements

What you’ll need

Bachelor’s Degree in a business-related field or equivalent education and related training.
Three or more years in banking, basic project management, or other related industry experience.
Demonstrated ability to work effectively to prioritize, satisfy client needs and provide a best-in-class client experience.
Strong verbal and written communication skills – including the ability to be proactive and adapt messaging based on the audience.
Ability to manage and negotiate with clients and vendor and alliance relationships.
Solid interpersonal skills and an ability to build relationships and leverage networks.
Strong analytical, organizational, and decision-making skills to objectively assess situations and make informed decisions.
Ability to adapt strategically to evolving market demands, technology, and internal initiatives, catalyzing new approaches to improve results.
In-depth knowledge of standard/common Wholesale Payments solutions and some complex services
Diligent, flexible, and detail-oriented, with strong organizational skills.
Proficient in MS Excel, MS Office, Internet, and MS Outlook

Benefits

Comp & perks

medical, dental, vision, life insurance
disability
accidental death and dismemberment
tax-preferred savings accounts
401k plan
no less than 10 days of vacation
10 sick days
paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

project managementWholesale Payments solutionsanalytical skillsorganizational skillsdecision-making skills

Soft Skills

client servicecommunication skillsinterpersonal skillsrelationship buildingadaptability