Treasury Management Consultant

Wells Fargo Bank • Salt Lake, UT

1d • 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 middle market businesses in optimizing treasury operations through payment, liquidity, and cash management solutions. The consultant partners with relationship managers, business bankers, clients, and cross-functional teams to identify opportunities, recommend solutions, and deliver a strong client experience. 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 are accountable for executing applicable risk programs and following Wells Fargo policies and procedures. This includes fulfilling risk and compliance obligations, escalating and remediating issues, monitoring and identifying risks, and making sound risk decisions in accordance with business-unit risk appetite and program requirements.

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.

Nice To Haves

• Knowledge of treasury management products and services and the ability to align solutions with clients’ operational and cash management needs.
• Experience serving as a trusted client advisor by identifying opportunities, recommending solutions, and supporting treasury management strategies.
• Ability to build and maintain partnerships with middle market clients, internal stakeholders, and cross-functional business partners.
• Strong consultative, relationship management, client engagement, and influencing skills.
• Effective communication and presentation skills, including tailoring messages to diverse audiences and simplifying complex concepts.
• Ability to collaborate across teams, navigate ambiguity, and adapt to changing business priorities while maintaining strong execution.
• Strong analytical, problem-solving, and organizational skills, with attention to detail and a commitment to an exceptional client experience.

Responsibilities

• Partner with Senior Treasury Management Consultants, Relationship Managers, and Business Bankers to deepen existing client relationships and identify opportunities to expand treasury management solutions.
• Consult with middle market clients to understand their business needs and recommend treasury management products and services.
• Analyze client requirements, evaluate potential solutions, and recommend approaches that support business objectives and improve client outcomes.
• Build partnerships across sales, service, implementation, and product teams to deliver a seamless client experience and support successful solution delivery.
• Apply sound judgment, problem-solving skills, and knowledge of treasury management products, policies, and procedures to navigate complex client situations.
• Communicate with internal and external stakeholders, translate business needs into actionable solutions, and foster trust-based relationships.
• Develop expertise in treasury management offerings, industry trends, and client needs to provide consultative guidance and strategic value.
• Execute applicable risk programs, follow policies and procedures, fulfill risk and compliance obligations, and escalate and remediate issues as appropriate.

What This Job Offers

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