Senior Lead Treasury Management Consultant

Wells Fargo & CompanyMinneapolis, MN
9d$143,000 - $224,000Hybrid

About The Position

About this role: Wells Fargo is seeking a Senior Lead Treasury Management Consultant to join our Global Payments and Liquidity team within Enterprise Functions. Learn more about the career areas and lines of business at wellsfargojobs.com In this role, you will: Individual contributor responsible for overall account management and business development work for a portfolio of corporate clients within the Consumer Goods / Retail sector of Wells Fargo’s Global Payments & Liquidity organization Establish connectivity and build relationships with a variety of decision-makers, stakeholders, and influencers within client organizations (ex. corporate treasury, accounts payable, accounts receivable, etc.) Consult with corporate clients regarding their treasury management, liquidity management, commercial card, and merchant processing needs Coordinate responses to client-issued Requests for Proposal (RFPs), helping deliver customized proposals that clearly and effectively address client needs Ongoing account planning and strategy development work to ensure accountability of cross-functional partners and ensure sales success Meet (and exceed) annual sales goals comprised of pipeline development, revenue growth, and client-calling targets Participate in regular pipeline review calls to deliver deal updates and track progression Coordinate, collaborate, and partner with cross-functional partners, including Product Sales Specialists, to design customized banking solutions aligned to client needs, ensure accountability, and support overall sales efforts

Requirements

  • 7+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

  • Experience working with large corporate clients with annual revenues of $500MM or greater
  • Deep knowledge of Treasury Management products and services, including Accounts Receivable, Accounts Payable, and Corporate Card programs
  • Familiarity with consumer goods and retail industry dynamics
  • Ability to advise senior leadership and influence long-term objectives
  • Demonstrated success in resolving highly complex business challenges requiring advanced analytical and strategic thinking
  • Exceptional ability to build and maintain executive-level relationships with large corporate clients, leveraging a consultative selling approach to identify client needs and deliver tailored solutions
  • Ability to collaborate across multiple business lines and functions to drive alignment and execution
  • Excellent verbal and written communication skills for engaging with senior leaders and clients

Responsibilities

  • overall account management and business development work for a portfolio of corporate clients within the Consumer Goods / Retail sector of Wells Fargo’s Global Payments & Liquidity organization
  • Establish connectivity and build relationships with a variety of decision-makers, stakeholders, and influencers within client organizations (ex. corporate treasury, accounts payable, accounts receivable, etc.)
  • Consult with corporate clients regarding their treasury management, liquidity management, commercial card, and merchant processing needs
  • Coordinate responses to client-issued Requests for Proposal (RFPs), helping deliver customized proposals that clearly and effectively address client needs
  • Ongoing account planning and strategy development work to ensure accountability of cross-functional partners and ensure sales success
  • Meet (and exceed) annual sales goals comprised of pipeline development, revenue growth, and client-calling targets
  • Participate in regular pipeline review calls to deliver deal updates and track progression
  • Coordinate, collaborate, and partner with cross-functional partners, including Product Sales Specialists, to design customized banking solutions aligned to client needs, ensure accountability, and support overall sales efforts

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

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