
Treasury Solutions Onboarding Team Lead
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.
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
Documentation
Training
Communication
Coaching
Scheduling
Management
Leadership
Organization
Facilitation
Problem-Solving
Delegation
Multi-tasking
Attention-To-Detail
Conflict-Resolution
Team-Building
Communication
Leadership
Time management
Interpersonal Skills
creativity
Organization
Critical thinking
Teamwork
Adaptability
Problem-Solving
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.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
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.

Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started
