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Truist Treasury Solutions Client Onboarding Project Manager in Orlando, Florida

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Treasury Solutions Onboarding Project Manager I is directly responsible and accountable for coordinating and leading mid- to large-sized and moderately complex implementations from initiation through completion. Their overarching goal is to provide a best-in-class client experience, enabling Truist to achieve our vision and improve revenue realization.

The Treasury Solutions Onboarding Project Manager applies high-level knowledge of project management disciplines, along with technical and product knowledge related to Treasury Solutions, to plan, monitor, and manage client implementations. Work requires the ability to execute on project management tasks plus a detailed understanding of complex Treasury Solutions, business segments, industry verticals, and Truist overall. This role is recognized as an expert within the organization and as someone who can solve complex problems.

The Treasury Solutions Onboarding Project Manager understands the technical and business process steps, roles of key partners and stakeholders, and has the oversight to manage the client and teammates through complex implementations to ensure timely and accurate implementations. They will have excellent communication, documentation, project management and organization skills. This role partners with the Treasury Solutions Advisor to drive best-in-class client experiences. Work is generally independent and self-directed, with guidance in only the most complex situations.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  1. Leads or coordinates project planning activities for mid-sized, less-complex clients, prospects, accounts, projects, or internal relationships.

  2. Provides direct communication and interaction with clients and other personnel regarding all aspects of implementation efforts.

  3. Routinely uses significant judgement on moderate to complex business problems.

  4. Defines problems and scope parameters, organizes project teams, assigns individual responsibilities, develops project schedules and milestones, identifies structures of authority and processes for decision making, and determines resource requirements.

  5. Understands and articulates the expectations for the project deliverable/s and ensures shared

understanding within the team and client.

  1. Establishes and maintains relationships with all stakeholders and manages resources throughout the entire project.

  2. Demonstrates experienced understanding of business line and a basic understanding of the overall firm.

  3. Meets sometimes less-clearly defined demands and influences junior colleagues.

  4. Measures project performance using appropriate systems, tools, and techniques.

  5. Reports on the status of projects including milestones, deliverables, and plan to all project team members including the client and the client’s deal/coverage team.

  6. Troubleshoots and manages activities to ensure adherence to internal and external

quality standards.

  1. Performs risk management to minimize project risks.

  2. Influences timelines, expectations, and proactively negotiates across departments and sometimes functional management.

  3. Uses appropriate verification techniques to manage changes in project scope, schedule, and client impact.

  4. Creates and maintains project documentation.

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. Bachelor’s degree in a relevant field, or an equivalent combination of education and work experience.

  2. Five or more years progressive related experience in a project management role.

  3. Comprehensive knowledge of Treasury Products and Services

  4. Strong level understanding of project management framework and methodologies.

  5. Expert-level verbal and written client communication skills including the ability to be proactive and adapt messaging based on the audience.

  6. Ability to manage and negotiate with clients and vendor and alliance relationships.

  7. Proven leadership in the implementation of complex projects, issue resolution, communication, interpersonal and negotiation skills.

  8. The ability to communicate with and influence others, conduct difficult negotiations and manage to stringent timelines for project deliverables.

  9. Strong risk management skills.

  10. Demonstrated advanced understanding of business, resources, priorities, needs and policies.

  11. Proven ability to make decisions under pressure and bring clarity to ambiguous assignments.

  12. Demonstrated ability to effectively manage time, delegate and problem-solve.

Preferred Qualifications:

  1. Certification in either Project Management Professional (PMP) or Treasury Management Professional certification (CTP)

  2. Certification in Lean Six Sigma or similar process improvement, facilitation, and project management methodologies.

  3. Experience in Wholesale Solutions or cash management environment



☐ Sitting (if checked, indicate frequency)

Constantly (More than 50% of the time)

☐ Standing (if checked, indicate frequency)

Occasionally (Less than 25% of the time)

☐ Walking (if checked, indicate frequency)

Occasionally (Less than 25% of the time)

☐ Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

☐ Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

☐ Availability

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

☐ Travel (Must select one)

Minimal and up to 25%

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site (

. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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