Senior Treasury Management Sales Support Analyst

Job Description

{"title":"Senior Treasury Management Sales Support Analyst","company_name":"Wells Fargo","location":"Charlotte, NC (+1 other)","via":"Wells Fargo","job_highlights":[{"title":"Qualifications","items":["4+ years of Treasury Management Sales Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education","Third-Party recordings are prohibited unless authorized by Wells Fargo","Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process"]},{"title":"Benefits","items":["This position offers a hybrid work schedule"]},{"title":"Responsibilities","items":["Serving as a strategic partner to Treasury Management Consultants and key internal stakeholders, helping clients optimize their treasury management solutions and achieve their business objectives","You will provide consultative sales support, coordinate onboarding and implementation activities, and deliver an exceptional client experience throughout the treasury management lifecycle","Lead customer calls and clients through highly complex transactions as well as large and complex implementation meetings while directing internal resources and activities","Review and analyze moderately complex business challenges that require an in-depth evaluation of multiple factors","Prepare complex customized sales proposals, cost benefit analysis, and pricing scenarios","Resolve moderately complex issues and lead team to meet project deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements","Collaborate and consult with peers, colleagues, and mid-level managers to resolve issues and achieve goals","Lead projects and teams or serve as a mentor for less experienced individuals","Demonstrate advanced treasury management knowledge and serve as a trusted advisor to Treasury Management Consultants, Relationship Managers, and clients","Manage a portfolio of complex client relationships, ensuring timely completion of onboarding, implementation, maintenance, and servicing activities","Deliver a consistent, high-quality client experience through proactive communication, responsiveness, and effective issue resolution","Partner effectively with Sales, Product, Service, Operations, Implementation, and Relationship Management teams to achieve desired client outcomes","Identify opportunities to increase treasury management product utilization and support sales growth initiatives","Maintain a strong focus on risk management, accuracy, operational discipline, and adherence to established policies and procedures","Leverage treasury management expertise to identify opportunities for process improvement, increased product utilization, and enhanced client satisfaction","Serve as a mentor and resource for less experienced analysts by sharing knowledge, best practices, and guidance on treasury management solutions and processes","This position will require up to 15% of travel","Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired"]}],"share_link":"https://www.google.com/search?ibp=htl;jobs&q=Treasury+Management&htidocid=ILWHncVxhVUP2oHuAAAAAA%3D%3D&hl=en-US&shem=epsd1,rimspwouoe&shndl=37&shmd=H4sIAAAAAAAA_xXKMQrCUAwAUFx7BHHILNqK4KKTFCwIulRwLGkJv5U0-fykYO_jQdXlTS_7LLKqJhk0wSMR2pRmuKFgoJHEoUYmg3qKUZPDWZBnc9jCVVswwtT1oAKVamBannr3aMeiMOM8mKMPXd7pWKhQq-_ipa39aazHRJHRqdkfdu88SlivnsRscMEUFAaB8ndY3WkD9_ILb3NMt6cAAAA&shmds=v1_ARwrE23o6vdtAu8s2guvh9B6Jd8rCUzEYgqrWeQQdyahB0YfwQ&source=sh/x/job/li/m1/1#fpstate=tldetail&htivrt=jobs&htiq=Treasury+Management&htidocid=ILWHncVxhVUP2oHuAAAAAA%3D%3D","extensions":["3 days ago","Full-time","No degree mentioned"],"detected_extensions":{"posted_at":"3 days ago","schedule_type":"Full-time","qualifications":"No degree mentioned"},"source_link":"https://www.wellsfargojobs.com/en/jobs/r-574360/senior-treasury-management-sales-support-analyst/","job_title":"Senior Treasury Management Sales Support Analyst","description":"About this role:\n\nWells Fargo is seeking an experienced and highly motivated Senior Treasury Management Analyst (TMA) to join the Global Payments & Liquidity (GPL) organization in support of a portfolio of clients within the Financial Institutions Group (FIG). Serving as a strategic partner to Treasury Management Consultants and key internal stakeholders, helping clients optimize their treasury management solutions and achieve their business objectives. You will provide consultative sales support, coordinate onboarding and implementation activities, and deliver an exceptional client experience throughout the treasury management lifecycle.\n\n\nIn this role, you will:\n\nLead customer calls and clients through highly complex transactions as well as large and complex implementation meetings while directing internal resources and activitiesReview and analyze moderately complex business challenges that require an in-depth evaluation of multiple factorsPrepare complex customized sales proposals, cost benefit analysis, and pricing scenariosResolve moderately complex issues and lead team to meet project deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirementsCollaborate and consult with peers, colleagues, and mid-level managers to resolve issues and achieve goalsLead projects and teams or serve as a mentor for less experienced individualsDemonstrate advanced treasury management knowledge and serve as a trusted advisor to Treasury Management Consultants, Relationship Managers, and clients.Manage a portfolio of complex client relationships, ensuring timely completion of onboarding, implementation, maintenance, and servicing activities.Deliver a consistent, high-quality client experience through proactive communication, responsiveness, and effective issue resolution.Partner effectively with Sales, Product, Service, Operations, Implementation, and Relationship Management teams to achieve desired client outcomesIdentify opportunities to increase treasury management product utilization and support sales growth initiatives.Maintain a strong focus on risk management, accuracy, operational discipline, and adherence to established policies and procedures.Leverage treasury management expertise to identify opportunities for process improvement, increased product utilization, and enhanced client satisfactionServe as a mentor and resource for less experienced analysts by sharing knowledge, best practices, and guidance on treasury management solutions and processes\nRequired Qualifications:\n\n4+ years of Treasury Management Sales Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education\nDesired Qualifications:\n\nAdvanced experience supporting Treasury Management Consultants and Relationship Managers.Experience with GPL sales support processes, onboarding, pricing, implementation, and portfolio management activities.Demonstrated leadership experience, including coaching, mentoring, or leading team initiatives.Experience working with commercial, corporate, or specialized industry client segments.Knowledge of Dynamics 365, Fulfillment Platform (WICE), Relationship Pricer, and GPL sales support toolsProven success in business-to-business (B2B) salesAbility to build and maintain strategic partnerships across business and functional teamsSkilled in navigating multiple computer systems and applications, including effective use of search toolsStrong organizational skills with the ability to prioritize tasks, meet deadlines, and perform under pressure in a dynamic environmentCollaborative team player with a proactive approach to problem-solvingComfortable working in fast-paced, deadline-driven settingsExcellent verbal and written communication skills, with strong interpersonal abilitiesProficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)Exceptional problem-solving and analytical skills with high attention to detailEffective negotiation skills with a focus on achieving positive outcomesStrong sales acumen and results-oriented mindset\nJob Expectations:\n\nThis position will require up to 15% of travelThis position offers a hybrid work schedule This position is not eligible for Visa SponsorshipSpecific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process***\n\nPosting End Date: \n\n24 Sep 2026*Job posting may come down early due to volume of applicants.\n\nWe Value Equal Opportunity\n\nWells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.\n\nEmployees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.\n\nCandidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.\n\nApplicants with Disabilities\n\nTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.\n\nDrug and Alcohol Policy\n\n \n\nWells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.\n\nWells Fargo Recruitment and Hiring Requirements:\n\na. Third-Party recordings are prohibited unless authorized by Wells Fargo.\n\nb. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.","apply_options":[{"title":"Wells Fargo","link":"https://www.wellsfargojobs.com/en/jobs/r-574360/senior-treasury-management-sales-support-analyst/?utm_campaign=google_jobs_apply&utm_source=google_jobs_apply&utm_medium=organic"},{"title":"LinkedIn","link":"https://www.linkedin.com/jobs/view/senior-treasury-management-sales-support-analyst-at-wells-fargo-4469531036?utm_campaign=google_jobs_apply&utm_source=google_jobs_apply&utm_medium=organic"},{"title":"Indeed","link":"https://www.indeed.com/viewjob?jk=437e9bb308d8cc56&utm_campaign=google_jobs_apply&utm_source=google_jobs_apply&utm_medium=organic"},{"title":"Ladders","link":"https://www.theladders.com/job/senior-treasury-management-sales-support-analyst-wellsfargo-charlotte-nc_88917019?utm_campaign=google_jobs_apply&utm_source=google_jobs_apply&utm_medium=organic"},{"title":"ZipRecruiter","link":"https://www.ziprecruiter.com/c/wells-fargo/Job/Senior-Treasury-Management-Sales-Support-Analyst/-in-Charlotte,NC?jid=4e8b48bfbf35ed62&utm_campaign=google_jobs_apply&utm_source=google_jobs_apply&utm_medium=organic"},{"title":"Built In Charlotte","link":"https://builtincharlotte.com/job/senior-treasury-management-sales-support-analyst/11269483?utm_campaign=google_jobs_apply&utm_source=google_jobs_apply&utm_medium=organic"},{"title":"Built In","link":"https://builtin.com/job/senior-treasury-management-sales-support-analyst/11269483?utm_campaign=google_jobs_apply&utm_source=google_jobs_apply&utm_medium=organic"}],"job_id":"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"}