Treasury Management Sales Support Analyst

Wells Fargo & CompanyIrving, TX
Hybrid

About The Position

Wells Fargo is seeking a Treasury Management Support Analyst within Global Payments & Liquidity. In this role, you will: Participate in gathering and summarizing prospect information for Treasury Management consultants. Identify opportunities for process improvements within scope of responsibilities or functional area. Review and research basic or tactical operational assignments that require evaluation and selection of alternatives, related to low to medium risk deliverables. Present recommendations for resolving more complex situations and exercise some independent judgement while developing understanding of function, policies, procedures, and compliance requirements. Provide information to functional colleagues, internal partners, and stakeholders, including internal as well as external customers.

Requirements

  • 2+ years of Treasury Management Sales Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Ability to develop partnerships and collaborate with other business and functional areas
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Ability to work effectively in a team environment
  • Ability to work in a fast paced deadline driven environment
  • Excellent verbal, written, and interpersonal communication skills
  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
  • Outstanding problem solving skills
  • Solid negotiation skills
  • Strong analytical skills with high attention to detail and accuracy
  • Strong organizational, multi-tasking, and prioritizing skills

Nice To Haves

  • Sales or client support experience
  • Knowledge and understanding of general banking
  • Experience with treasury management products and services
  • A BS/BA degree or higher
  • Business-to-business sales experience
  • Client support experience
  • Treasury management sales experience

Responsibilities

  • Gathering and summarizing prospect information for Treasury Management consultants
  • Identifying opportunities for process improvements within scope of responsibilities or functional area
  • Reviewing and researching basic or tactical operational assignments that require evaluation and selection of alternatives, related to low to medium risk deliverables
  • Presenting recommendations for resolving more complex situations
  • Providing information to functional colleagues, internal partners, and stakeholders, including internal as well as external customers

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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