Treasury Management Consultant

Wells Fargo • Salt Lake City, UT

9d • Hybrid

About The Position

Wells Fargo is seeking a Treasury Management Consultant for 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 support successful delivery. The position requires strategic thinking, effective communication, adaptability, sound judgment, and relationship-building skills. It offers a hybrid work schedule and may require travel up to 30% of the time. The position is not eligible for visa sponsorship.

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.
• Must directly represent one's own experiences during the recruiting and hiring process.

Nice To Haves

• Knowledge of treasury management products and services and the ability to align solutions with client 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 strong partnerships with middle market clients, internal stakeholders, and cross-functional business partners.
• Strong consultative, relationship management, and client engagement skills, with the ability to influence and drive positive business outcomes.
• Effective communication and presentation skills, including the ability to tailor messaging to diverse audiences and simplify 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, attention to detail, and 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 business needs and recommend treasury management products and services that support efficiency, growth, and operational effectiveness.
• Analyze client requirements, evaluate potential solutions, and provide recommendations 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.
• Navigate complex client situations using sound judgment, problem-solving skills, and knowledge of treasury management products, policies, and procedures.
• 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.
• Follow applicable risk and compliance programs, policies, and procedures; monitor and escalate issues and make risk decisions in line with applicable requirements.

What This Job Offers

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