Treasury Solutions Client Onboarding Project Manager

Welcome to Truist Financial, where we believe in empowering our clients to achieve their financial goals with confidence and clarity. As a Treasury Solutions Client Onboarding Project Manager, you will play a crucial role in ensuring a seamless and efficient onboarding process for our clients, ensuring their satisfaction and trust in our services. We are looking for a driven individual with exceptional project management skills and a strong understanding of treasury solutions to join our dynamic team. If you are passionate about delivering exceptional client experiences and have a knack for problem-solving, we want to hear from you.

1. Coordinate and oversee the onboarding process for new and existing clients, ensuring all necessary steps are completed in a timely and efficient manner.
2. Communicate with clients to gather necessary information and documentation, ensuring a smooth transition to our treasury solutions.
3. Collaborate with cross-functional teams, including sales, operations, and finance, to ensure a seamless onboarding experience for clients.
4. Develop and maintain project plans and timelines to ensure all tasks are completed within established deadlines.
5. Identify and troubleshoot any issues or roadblocks that may arise during the onboarding process, working to find solutions and keep the process on track.
6. Act as the main point of contact for clients throughout the onboarding process, providing regular updates and addressing any concerns or questions.
7. Continuously monitor and improve the onboarding process, identifying areas for improvement and implementing solutions to enhance client satisfaction.
8. Stay up-to-date on industry trends and developments in treasury solutions, using this knowledge to inform and improve the onboarding process.
9. Train and mentor team members on best practices for client onboarding and provide support when needed.
10. Ensure compliance with all relevant regulations and company policies during the onboarding process.
11. Maintain accurate and detailed records of client onboarding activities, providing regular reports to management.
12. Represent Truist Financial in a professional and positive manner, promoting our brand and values to clients throughout the onboarding process.

According to JobzMall, the average salary range for a Treasury Solutions Client Onboarding Project Manager in Atlanta, GA, USA is between $90,000-$130,000 per year. This can vary depending on factors such as experience, education, and specific job responsibilities.

Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T and SunTrust Banks.