Treasury Management Sales Support Analyst

Wells Fargo Bank•Minneapolis, MN

1d•Hybrid

About The Position

Wells Fargo is seeking a Treasury Management Support Analyst within Global Payments & Liquidity (GPL). This role partners closely with Treasury Management Consultants and internal stakeholders to deliver a seamless client experience, support sales efforts, and drive operational efficiency. You will play a key role in analyzing client needs, supporting solution development, and identifying opportunities to enhance processes and service delivery. In this role, you will: Partner with Treasury Management Consultants to gather, analyze, and synthesize client and prospect data to support sales strategies and client solutions Support the development of client presentations, proposals, and relationship insights to enhance client engagement and drive growth Evaluate operational processes and identify opportunities to improve efficiency, accuracy, and overall client experience Research and resolve low to moderately complex business and operational issues, applying critical thinking and sound judgment Provide actionable recommendations to address business challenges and improve workflows Collaborate with internal partners and stakeholders to deliver timely, accurate, and client-centric support Navigate multiple systems and tools to retrieve, analyze, and validate data to support decision-making Ensure adherence to risk, compliance, and regulatory requirements within all activities

Requirements

2+ years of experience in Treasury Management support, sales support, or client-facing banking roles, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education

Nice To Haves

Working knowledge of Treasury Management products and services (e.g., payments, liquidity, receivables, payables)
Experience supporting sales teams, client relationships, or business-to-business (B2B) interactions
Ability to analyze client needs and translate insights into actionable recommendations
Strong collaboration and partnership skills, with the ability to work across multiple teams
Demonstrated ability to manage competing priorities, meet deadlines, and deliver results in a fast-paced environment
Strong analytical, problem-solving, and critical thinking skills with high attention to detail
Clear and professional verbal, written, and interpersonal communication skills
Intermediate proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
Ability to adapt quickly and navigate multiple systems and tools effectively
Bachelor’s degree or higher

Responsibilities

Partner with Treasury Management Consultants to gather, analyze, and synthesize client and prospect data to support sales strategies and client solutions
Support the development of client presentations, proposals, and relationship insights to enhance client engagement and drive growth
Evaluate operational processes and identify opportunities to improve efficiency, accuracy, and overall client experience
Research and resolve low to moderately complex business and operational issues, applying critical thinking and sound judgment
Provide actionable recommendations to address business challenges and improve workflows
Collaborate with internal partners and stakeholders to deliver timely, accurate, and client-centric support
Navigate multiple systems and tools to retrieve, analyze, and validate data to support decision-making
Ensure adherence to risk, compliance, and regulatory requirements within all activities