Treasury Management Sales Support Analyst

Wells Fargo & CompanyMinneapolis, MN
1d$29 - $48Hybrid

About The Position

About this role At Wells Fargo, we’re looking for talented individuals who put customers at the center of everything they do. We value team members who thrive in an environment where everyone feels respected, included, and inspired to grow. If you’re energized by solving problems, supporting clients, and developing a foundation for a future career in Treasury Management sales, this is an excellent opportunity to build that path. The Global Payments & Liquidity (GPL) organization delivers integrated, end‑to‑end solutions across payments, liquidity, data, and related lending - - helping our clients achieve their goals in an increasingly digital world. We are seeking a Treasury Management Support Analyst to join our team within Enterprise Functions. Why this role is a strong career foundation This role offers hands‑on exposure to the full lifecycle of Treasury Management, client engagement, and foundational sales support. It is an excellent fit for candidates who are aspiring to grow into a future Treasury Management Sales Consultant -- providing the core skills, business understanding, and consultant partnership experience needed to advance into client-facing sales roles. In this role, you will: Support Treasury Management Consultants by gathering, analyzing, and summarizing current clients, and prospect information to drive the sales process. Identify process improvement opportunities within your functional area to help streamline and enhance client and partner experiences. Research and assess operational requests tied to low- to medium‑risk deliverables, evaluating alternatives and recommending the best path forward. Provide recommendations on more complex or nuanced situations, exercising sound judgment while deepening your understanding of policies, procedures, and compliance requirements. Serve as a key information resource for internal partners, stakeholders, and external clients—ensuring clarity, accuracy, and service excellence.

Requirements

  • 2+ years of Treasury Management Sales Support experience, or equivalent experience demonstrated through work history, training, military service, or education.
  • Ability to travel up to 10%.
  • Not eligible for Visa sponsorship.
  • his position is a hybrid work model.
  • Must be willing to work out of the office approximately 3 days a week
  • Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.
  • Information will be shared about expectations during the recruitment process
  • Depending on candidate volume this role could be removed early

Nice To Haves

  • Knowledge of Treasury Management products, services, and implementation processes.
  • Strong negotiation, communication, and relationship‑building skills.
  • Proven ability to prioritize, meet deadlines, and operate effectively in a dynamic, fast‑paced environment.
  • Demonstrated collaboration skills and the ability to partner across business and functional groups.
  • Excellent verbal, written, and interpersonal communication capabilities.
  • Intermediate proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint).
  • Strong organizational skills and the ability to solve problems with a structured, analytical approach.

Responsibilities

  • Support Treasury Management Consultants by gathering, analyzing, and summarizing current clients, and prospect information to drive the sales process.
  • Identify process improvement opportunities within your functional area to help streamline and enhance client and partner experiences.
  • Research and assess operational requests tied to low- to medium‑risk deliverables, evaluating alternatives and recommending the best path forward.
  • Provide recommendations on more complex or nuanced situations, exercising sound judgment while deepening your understanding of policies, procedures, and compliance requirements.
  • Serve as a key information resource for internal partners, stakeholders, and external clients—ensuring clarity, accuracy, and service excellence.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
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