Sr. Lead Treasury Management Consultant (CIB Consumer & Retail)

Wells Fargo Bank•Charlotte, NC

9d•Hybrid

About The Position

Wells Fargo is seeking a Senior Lead Treasury Management Consultant to join our Global Payments and Liquidity team within Enterprise Functions. In this role, you will be an 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. You will establish connectivity and build relationships with a variety of decision-makers, stakeholders, and influencers within client organizations (e.g., corporate treasury, accounts payable, accounts receivable, etc.). You will consult with corporate clients regarding their treasury management, liquidity management, commercial card, and merchant processing needs. You will also 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 will be required to ensure accountability of cross-functional partners and ensure sales success. You will be expected to meet (and exceed) annual sales goals comprised of pipeline development, revenue growth, and client-calling targets. You will participate in regular pipeline review calls to deliver deal updates and track progression. You will 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 work experience, training, military experience, or 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.
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.
Establish connectivity and build relationships with decision-makers, stakeholders, and influencers within client organizations.
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), delivering customized proposals.
Develop and execute ongoing account planning and strategy.
Meet and exceed annual sales goals, including pipeline development, revenue growth, and client-calling targets.
Participate in regular pipeline review calls.
Coordinate, collaborate, and partner with cross-functional partners to design customized banking solutions.