Treasury Management Sales Support Analyst

Wells Fargo Bank•Richmond, NJ

2d•Hybrid

About The Position

Wells Fargo is seeking a Treasury Management Support Analyst to join the Global Payments & Liquidity team. The role partners closely with Treasury Management Consultants and commercial banking partners to support business development, client service initiatives, and delivery of treasury solutions to commercial clients. The analyst supports the Treasury Management sales lifecycle, including prospecting, portfolio growth, client relationship support, proposals, pricing, onboarding, and implementation. The position currently offers a hybrid work schedule and is based at one of the listed locations: Marlton, New Jersey; Philadelphia, Pennsylvania; McLean, Virginia; or Richmond, Virginia. Relocation assistance is not available, and the position is not eligible for visa sponsorship. Employees may be subject to compliance policies concerning outside activities or personal investing.

Requirements

At least 2 years of Treasury Management Sales Support experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
Strong organizational skills and ability to manage multiple priorities and deadlines in a fast-paced environment.
Excellent verbal, written, and interpersonal communication skills.
Proven analytical and problem-solving abilities, with strong attention to detail and accuracy.
Ability to navigate multiple systems, applications, and research tools to gather and analyze information.
Intermediate proficiency in Microsoft Excel, Outlook, PowerPoint, and Word.
Ability to meet the position's location requirement; relocation assistance is not available.
Must be eligible to work in the position without Wells Fargo visa sponsorship.

Nice To Haves

Experience supporting Treasury Management, Commercial Banking, Business Banking, Payments, or Cash Management teams.
Knowledge of Treasury Management products, services, and implementation processes, including ACH, Wires, Positive Pay, Lockbox, Merchant Services, Commercial Cards, and Remote Deposit Capture.
Experience supporting business-to-business sales activities and client relationships.
Ability to build partnerships and collaborate effectively across business and functional teams.
Bachelor's degree or higher.

Responsibilities

Partner with Treasury Management Consultants to support sales, prospecting, portfolio growth, and client relationships.
Analyze client needs and identify Treasury Management opportunities, solutions, and service enhancements.
Prepare proposals, presentations, pricing, client reviews, and other sales materials.
Participate in client meetings, lead appropriate client interactions, and own follow-up activities.
Coordinate implementation and onboarding activities to support timely execution and a strong client experience.
Partner with Sales, Operations, Service, Product, and other teams to resolve client needs and issues.
Maintain accurate pricing, pipeline, implementation documentation, and reporting.
Manage multiple client requests, implementations, and priorities while meeting service expectations.
Identify process improvements that increase efficiency and team effectiveness.
Build Treasury Management, sales, and client management expertise while supporting team coverage, collaboration, and development.
Follow applicable risk and compliance programs, policies, and procedures; escalate and remediate issues appropriately.