WP Client Trainer Specialist II Job Wilson area,North Carolina USA,Business

WP Client Trainer Specialist II

Company: Truist Financial
Location: Wilson, NC
Employment Type: Full Time
Date Posted: 02/20/2026
Job Categories: Banking, Finance/Economics, Information Technology

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Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Please review the following job description:

The Client Trainer Specialist II is responsible and accountable for facilitating the product training for complex Wholesale Payment Solutions. Their goal is to provide a best-in-class client experience by assisting clients in making a smooth transition to Truist Wholesale solutions, enabling Truist to achieve our vision and improve revenue realization.

The Client Trainer Specialist II is expected to own the necessary steps to ensure client training is completed in a timely and successful manner even when aspects are delegated to others. They will collaborate with internal personnel, in verbal and written form, to ensure client readiness.

Essential Duties and Responsibilities

Responsible and accountable for facilitating complex product training within assigned implementations and change requests by planning, coordinating, and executing single or multi-product training sessions in a high quality, timely and efficient manner.

Delivers interactive training sessions via different channels and mediums in accordance with performance standards.

Works with more senior staff when dealing with complex issues, larger clients, accounts, projects, or internal relationships.

Routinely uses judgement on moderate to complex business problems.

Proactively communicates with clients and business/operations partners to coordinate and drive training efforts on behalf of the client.

Experienced understanding of business line and Wholesale Solutions business and the technology that supports.

Assigns and plan the daily workflow and training activities within the operational work unit to ensure appropriate staffing and production levels are maintained.

Responsible for coordinating with key partners in the development of client training materials.

Communicates clearly and professionally with the client and business/operations partners in written and verbal communications.

Acts with urgency when responding to client training inquiries, meeting client needs, and providing industry-leading client service.

Understand and demonstrate flexibility/adaptability to meet client needs and identify opportunities for clients to improve their Wholesale Payments relationship along with communicating those needs to business partners.

Adheres to the Risk & Regulatory Compliance framework; recognizing the risk role to be played in any given situation and the activities needed to proactively manage risk and regulatory compliance.

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

Qualifications

Required Qualifications

Diligent, flexible, and detail-oriented, with excellent organizational skills.
Excellent presentation, verbal and written communication skills including the ability to be proactive and adapt messaging based on the audience.
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Ability to travel.
High school diploma or equivalent education, training, and work-related experience.
Three years or more in Wholesale Payments, bank operations, or other related industry experience.

Preferred Qualifications

Bachelor's Degree in a business related field or equivalent education and related training.
Five or more years in banking, training, and/or Wholesale…


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