Senior Treasury Management Support Analyst
About The Position
Wells Fargo is seeking a Senior Treasury Management Support Analyst. In this role, you will lead customer calls and clients through highly complex transactions, as well as large and complex implementation meetings while directing internal resources and activities. You will review and analyze moderately complex business challenges that require an in-depth evaluation of multiple factors. You will prepare complex customized sales proposals, cost-benefit analysis, and pricing scenarios. You will resolve moderately complex issues and lead teams to meet project deliverables while leveraging a solid understanding of the function, policies, procedures, and compliance requirements. You will collaborate and consult with peers, colleagues, and mid-level managers to resolve issues and achieve goals. You will lead projects and teams or serve as a mentor for less experienced individuals.
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
Benefits
- The successful candidate will need to demonstrate strong leadership, partnership, critical thinking, project management, and relationship management skills while balancing multiple priorities.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
