Wholesale Payments Support Specialist

Truist

Wholesale Payments specialist serving high-value clients at Truist, a financial services company. Resolving complex treasury and deposit service requests while coordinating Client Services operations.

Posted 8/19/2026full-timeOrlando • 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 Treasury Services and client relationship management, with a strong focus on operational risk management and compliance. Proficient in managing complex client inquiries and providing exceptional service in a fast-paced environment.

Highest-signal resume keywords

Treasury Services ExpertiseClient Relationship ManagementOperational Risk ManagementCase Management Tool ProficiencyBanking Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury ServicesBank OperationsRisk ManagementProject ManagementCase ManagementBusiness CorrespondenceMS Office ProficiencyData AnalysisProblem SolvingTime Management

Soft Skills

Strong Organization SkillsExcellent Communication SkillsAttention to DetailProfessionalismTeam Collaboration

Tools & Technologies

SalesforceMS WordMS ExcelMS OutlookInternet Proficiency

Industry Keywords

Wholesale PaymentsClient ServicesService Level AgreementsCompliance RiskOperational Risk Management

About the role

Key responsibilities & impact

Serve as the direct point of contact for an assigned portfolio of high-value Wholesale Payments clients
Provide white-glove service by understanding clients’ businesses, contacts, Treasury Solutions and Deposit services usage, communication preferences, and desired response style
Manage cases and Outlook email boxes
Support clients through multiple communication channels
Listen to, analyze, research, and resolve client inquiries, including complex requests
Facilitate resolutions with appropriate internal technical and non-technical partners
Assess complex client requests, gather information, identify solutions, manage expectations, and escalate issues appropriately
Assist management with planning and directing daily Client Services processing activities
Maintain staffing and production levels to meet deadlines
Act as the subject matter expert on department software systems and procedures for implementation, delivery, and support of Deposit and Treasury products
Build professional working relationships and protect client information
Adhere to service level agreements and document client interactions in the case management tool
Support internal teammate inquiries regarding implementation, servicing, fulfillment requests, and status updates
Prioritize and manage numerous complex tasks in a fast-paced, deadline-driven environment
Provide visibility and transparency regarding request status
Help manage or escalate concerns and reduce operational, process, and compliance risk
Participate in client consultations to enhance sales opportunities or address servicing issues
Monitor and manage service-request queues across case-management channels and Outlook mailboxes
Contribute to reviewing, updating, and establishing procedures
Partner with Sales, Relationship Managers, and other stakeholders to improve business processes and internal relationships

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 while maintaining composure and a positive attitude
Excellent written and verbal communication skills
Ability to communicate professionally over the telephone or in person
Ability to write business correspondence
Ability to manage daily activities in a fast-paced, changing environment
Responsible decision-making and sound judgment when communicating with clients
Consistent attention to detail
Ability to interact with integrity and a high level of professionalism with clients, teammates, and management
Knowledge of bank operations, risk and controls, and operational risk management methodologies
Proficiency in MS Office applications, including Word, Excel, and Outlook, and proficiency using 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
401k plan
No less than 10 days of vacation during the first year, prorated based on date of hire and full-time or part-time status
10 sick days, prorated
Paid holidays
Defined benefit pension plan, depending on position and division
Restricted stock units, depending on position and division
Deferred compensation plan, depending on position and division