Truist Financial

Treasury Solutions Onboarding Team Lead

Truist Financial

Atlanta, GA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Truist Financial is seeking a talented Treasury Solutions Onboarding Team Lead to join our team and play a vital role in the successful onboarding of our Treasury Solutions clients. Our ideal candidate is highly organized and has exceptional customer service skills, as well as the ability to manage a team of onboarding specialists. In this role, you will be responsible for overseeing the onboarding process from start to finish, working closely with clients to ensure a smooth and successful onboarding experience. If you possess a commitment to excellence and have the necessary qualifications, we invite you to apply today!Qualifications:• Bachelor’s degree in Business, Finance, or a related field• 5+ years’ experience in financial services operations or treasury operations• Demonstrated track record of successful team management• Proven ability to work well with clients and build relationships• Excellent problem-solving and communication skills• Ability to think and act strategically in order to meet deadlinesIf you are looking to join a highly-motivated and dedicated team in a fast-paced and ever-changing environment, this is the perfect opportunity for you!

Responsibilities:

• Lead and manage a team of onboarding specialists to ensure successful onboarding of Treasury Solutions clients • Develop and implement strategies to ensure clients have a smooth and successful onboarding experience • Communicate with clients to build relationships and ensure their expectations are met • Monitor progress of onboarding process, identifying and solving any issues that arise • Develop and maintain strong working relationships with internal and external stakeholders • Ensure all customer data is accurate and up to date • Develop and implement procedures and processes to ensure onboarding meets compliance and regulatory requirements • Ensure team members are trained and equipped with the necessary tools and resources to complete tasks • Work closely with IT and other departments to ensure all onboarding tasks are completed in a timely manner • Provide timely updates to management on the progress of onboarding projects • Monitor team performance and offer feedback and coaching as needed • Respond to client inquiries in a timely and professional manner.

Where is this job?
This job is located at Atlanta, GA, USA
Job Qualifications
  • Proficiency In Microsoft Office Suite

  • Ability To Work Independently

  • Excellent Organizational And Communication Skills

  • Proven Track Record Of Success In Customer Service

  • Knowledge Of Banking Operations

  • Ability To Multi-Task And Prioritize Tasks

  • Ability To Work With Various Levels Of Management

  • Understanding Of Financial Services Products And Services

Required Skills
  • Documentation

  • Training

  • Communication

  • Coaching

  • Scheduling

  • Management

  • Leadership

  • Organization

  • Facilitation

  • Problem-Solving

  • Delegation

  • Multi-tasking

  • Attention-To-Detail

  • Conflict-Resolution

  • Team-Building

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Treasury Solutions Onboarding Team Lead in Atlanta, GA, USA is $59,000 to $73,000 per year. This range varies depending on the individual's experience and qualifications.

Additional Information
Truist Financial is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJuly 3rd, 2023
Apply BeforeApril 11th, 2026
This job posting is from a verified source. 
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About Truist Financial

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.

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