Senior Treasury Management Support Analyst

Wells Fargo • Charlotte, NC

3d • Hybrid

About The Position

Wells 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.

Requirements

• 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

Nice To Haves

• Advanced 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 tools
• Proven success in business-to-business (B2B) sales
• Ability to build and maintain strategic partnerships across business and functional teams
• Skilled in navigating multiple computer systems and applications, including effective use of search tools
• Strong organizational skills with the ability to prioritize tasks, meet deadlines, and perform under pressure in a dynamic environment
• Collaborative team player with a proactive approach to problem-solving
• Comfortable working in fast-paced, deadline-driven settings
• Excellent verbal and written communication skills, with strong interpersonal abilities
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Exceptional problem-solving and analytical skills with high attention to detail
• Effective negotiation skills with a focus on achieving positive outcomes
• Strong sales acumen and results-oriented mindset

Responsibilities

• 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

Benefits

• Employees 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed