Treasury Management Consultant

Wells Fargo & Company•Saint Petersburg, FL
•Hybrid

About The Position

Wells Fargo is seeking a Treasury Management Consultant to join the Global Payments and Liquidity team within Enterprise Functions. The role assists senior Treasury Management Consultants, relationship managers, and business bankers in developing and executing strategies to retain and fully penetrate existing relationships. It involves reviewing and analyzing operational assignments, researching and evaluating alternatives, and exercising independent judgment on medium-risk deliverables. The consultant presents recommendations for complex situations and works with colleagues, internal partners, stakeholders, and 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. Employees may be subject to compliance policies concerning 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 travel up to 30% of the time.
  • Not eligible for visa sponsorship.

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 impacting 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 in developing and executing strategies to retain and fully penetrate existing relationships.
  • Review and analyze operational assignments requiring research, evaluation, and selection of alternatives; exercise independent judgment to guide medium-risk deliverables.
  • Present recommendations for resolving more complex situations and develop expertise in applicable functions, policies, procedures, and compliance requirements.
  • Collaborate and consult with Treasury Management Consulting colleagues, internal partners, stakeholders, and internal and external customers.
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