Treasury Management Consultant

Wells Fargo Bank • Saint Petersburg, FL

2d • Hybrid

About The Position

Wells Fargo is seeking a Treasury Management Consultant to join its Global Payments and Liquidity team within Enterprise Functions. The role supports relationship managers and business bankers in retaining and deepening existing customer relationships through Treasury Management Consulting strategies. It involves reviewing operational assignments, researching and evaluating alternatives, guiding medium-risk deliverables, and making recommendations for more complex situations. The consultant collaborates with internal colleagues and partners, stakeholders, and internal and external customers. The position has a hybrid work schedule and may require travel up to 30% of the time. It is not eligible for visa sponsorship. Specific compliance policies may apply to outside activities and personal investing.

Requirements

• At least 2 years of Treasury Management Consulting experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
• Ability to exercise independent judgment in reviewing assignments and guiding deliverables.
• Ability to follow applicable policies, procedures, and compliance requirements.

Nice To Haves

• Experience working with middle market companies.
• Knowledge of treasury solutions, products, and services, including liquidity management and payment strategies.
• Ability to build strong partnerships through collaboration, relationship management, and communication.
• Excellent verbal, written, and interpersonal communication skills.
• Experience analyzing financial statements and cash flow patterns to recommend optimal solutions.
• Familiarity with regulatory requirements and compliance standards affecting treasury management.
• Strong strategic thinking and problem-solving skills, with a track record of delivering innovative solutions.

Responsibilities

• Assist senior Treasury Management Consultants, relationship managers, and business bankers by developing and executing strategies to retain and fully penetrate existing relationships.
• Review and analyze operational assignments requiring research, evaluation, and selection of alternatives, and use independent judgment to guide medium-risk deliverables within Treasury Management Consulting.
• Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in relevant functions, policies, procedures, and compliance requirements.
• Collaborate and consult with Treasury Management Consulting colleagues, internal partners, stakeholders, and internal and external customers.
• Follow applicable Wells Fargo policies and procedures and fulfill risk and compliance obligations, including timely escalation and remediation of issues and sound risk decision-making.

What This Job Offers

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