Wholesale Payments Support Specialist

Truist

Wholesale Payments specialist servicing high-value clients at Truist, a financial services company. Managing complex treasury and deposit-service requests while coordinating resolutions and supporting daily operations.

Posted 8/19/2026full-timeCharlotte • Florida, North Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing high-value Wholesale Payments clients, providing exceptional service through effective communication and problem-solving. Proficient in treasury services, banking operations, and case management tools, with a strong focus on organization, attention to detail, and risk management.

Highest-signal resume keywords

Treasury Services ExpertiseClient Relationship ManagementCase Management Tool ProficiencyBanking Operations KnowledgeExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury ServicesBanking OperationsCase ManagementProject ManagementRisk ManagementMS Office ProficiencyBusiness Correspondence WritingOperational Risk ManagementTime ManagementProblem Solving

Soft Skills

Strong OrganizationAttention to DetailProfessionalismSound JudgmentTeam Collaboration

Tools & Technologies

SalesForceMS WordMS ExcelMS OutlookInternet Applications

Industry Keywords

Wholesale PaymentsClient ServiceService Level AgreementsCommunication ChannelsHigh-Pressure Environment

About the role

Key responsibilities & impact

Serve as the direct point of contact for an assigned portfolio of high-value Wholesale Payments clients
Manage cases and Outlook email boxes
Support clients through multiple communication channels
Research complex issues and facilitate resolutions with appropriate partners
Assess complex client requests, identify solutions, manage expectations, and escalate issues when necessary
Assist management with daily processing activities and staffing/production levels
Provide white-glove service by understanding client businesses, contacts, Treasury Solutions and Deposit service usage, communication preferences, and response expectations
Listen to, analyze, and resolve client inquiries or escalate appropriately
Act as subject matter expert for department software systems and procedures supporting Deposit and Treasury products
Build professional relationships, anticipate requests, and protect client information
Adhere to service level agreements and accurately document client interactions in the case management tool
Support internal teammate inquiries regarding implementation, servicing, fulfillment, and status updates
Prioritize and manage complex tasks in a fast-paced, deadline-driven environment
Monitor and manage service-request queues across case management and Outlook channels
Review, update, and establish procedures
Partner with Sales, Relationship Managers, and stakeholders on business processes and service improvements
Participate in client consultations to enhance sales opportunities or address servicing issues

Requirements

What you’ll need

Bachelor’s Degree in a business-related field or equivalent education and related training
Five years of banking experience, including two years in a treasury-related role
1+ years of in-depth experience with treasury services from a product, sales, technical, or operational perspective
Ability to work independently and as a team
Strong organization and time management skills
Ability to manage multiple time-sensitive responsibilities in a high-pressure environment
Excellent written and verbal communication skills
Ability to communicate professionally by telephone and in person
Ability to write business correspondence
Ability to manage daily activities in a fast-paced, changing environment
Sound judgment when communicating with clients
Strong attention to detail
High level of professionalism and integrity
Knowledge of bank operations, risk and controls, and operational risk management methodologies
Proficiency in MS Office applications including Word, Excel, and Outlook, and the Internet
Experience with a case management tool such as SalesForce (preferred)
Project management, consulting, or management experience (preferred)
Risk management experience (preferred)
English language fluency required

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
No less than 10 days of vacation during the first year (prorated)
10 sick days during the first year (prorated)
Paid holidays
Potential eligibility for defined benefit pension plan
Potential eligibility for restricted stock units
Potential eligibility for deferred compensation plan