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Truist Treasury Solutions Onboarding Senior Specialist in Orlando, Florida

Req ID: R0073172

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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 Operations business unit spans the core functions of Implementations, Servicing, Fulfillment and Support Services for all Treasury & Payments Solutions. The Treasury Solutions Onboarding Senior Specialist is part of the Treasury Solutions Client Onboarding function.

A Treasury Solutions Onboarding Senior Specialist is directly responsible and accountable for coordinating and leading client implementation efforts for new and maintenance complex Treasury & Payment solutions products, including related deposit accounts. Their overarching goal is to provide a best-in-class client experience, enabling Truist to achieve our vision and improve revenue realization.

A Treasury Solutions Onboarding Senior Specialist is focused on applying treasury, banking, project management, and communications skills in a timely and accurate manner for complex Treasury products and/or clients. Their day-to-day work efforts involve project management, collaboration, coordination and communication skills targeted toward either:

Leading complex implementations for Treasury clients

Specializing in the implementation of one or more complex Treasury products

Dedicated to complex implementations, clients and/or products, a Treasury Onboarding Senior Specialist is expected to own the overall implementation effort and client experience – ensuring that their implementations are completed in a timely and successful manner even when aspects are delegated to others.

A Treasury Solutions Onboarding Senior Specialist must be able to interact with clients in verbal and written form. They will collaborate with a client representative or, more often, internal personnel to coordinate, complete, and communicate regarding implementation activities. Reports directly to a Treasury Solutions Onboarding Manager .

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.

  • Responsible and accountable for implementing complex treasury implementation efforts for complex treasury products with minimal supervision.

  • Leads and directs communications with clients and other personnel regarding all aspects of implementation efforts, conducted in a timely and accurate manner.

  • Function as the primary liaison between the client, internal operations, 3rd party vendors, technical, and other areas throughout complex implementation cycle.

  • Utilize expertise, internal and external business resources to resolve implementation issues effectively, maintain project deadlines, and meet client needs.

  • Provide visibility and transparency regarding project status to the client’s deal/coverage team throughout.

  • Document all client interactions and relevant information in an accurate and timely manner.

  • Adheres to Treasury Agreements and documents policies and procedures.

  • Maintain strong and open partnerships with LOB, Sales, and other stakeholders to provide mutual feedback on business processes, internal relationships, organizational strengths and opportunities for improvement.

  • Proactively informs and/or engages leaders and others to communicate issues, risks, and opportunities to business partners and directly or indirectly the client.

  • Understand client needs and challenges; responding dynamically throughout implementations.

  • Use good judgment to balance client needs, internal processes, and a variety of other contingencies/considerations.

  • Employ strong problem-solving capabilities to develop creative and tailored solutions.

  • Partner to manage and/or escalate concerns and reduce basic operational, process, and compliance risk.

  • Execute with precision and accountability by following policies and procedures.

  • Provide support to Treasury Solutions related teams sharing Product knowledge and solutions to better serve our clients.

  • Support key merger and acquisition strategy for Onboarding processes, applications, systems, and delivery.


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.

  • 3 or more years in Treasury Operations, bank operations, 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.

  • Ability to adapt strategically to evolving market demands, technology, and internal initiatives, catalyzing new approaches to improve results.

  • Advanced knowledge of standard/common Treasury products, introductory understanding and/or desire to understand complex Treasury products and complex client relationships.

  • Diligent, flexible, and detail-oriented, with excellent organizational skills.

  • Proficient in MS Excel, MS Office, Internet, and MS Outlook

Preferred Qualifications:

  • Degrees/education in Finance, Accounting, Business, Engineering or other related field.

  • Certification in one of the following: Project Management Professional (PMP) or comparable programs

  • Treasury Management Professional certification (CTP) or comparable programs

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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