Treasury Management Support Analyst
About The Position
Wells Fargo is seeking a Treasury Management Support Analyst to support onboarding of Treasury Services for large non-bank financial institutions. The role manages client onboarding and product implementations from a sales-support perspective, coordinating with upstream and downstream onboarding teams and partnering with Treasury Management Consultants to help accelerate revenue. The analyst communicates proactively with customers, answers questions, provides updates, and serves as an extension of the consultant while learning clients’ needs and requirements. The position also involves identifying process-improvement opportunities and researching basic or tactical operational assignments that require evaluating alternatives for low- to medium-risk deliverables. The analyst presents recommendations for more complex situations and exercises some independent judgment while building knowledge of the function, policies, procedures, and compliance requirements. The role offers an opportunity to develop sales skills with the goal of eventually becoming a Treasury Management Consultant. It offers a hybrid work schedule and may require travel up to 10% of the time. The position is not eligible for visa sponsorship.
Requirements
- At least 2 years of Treasury Management Sales Support experience, or equivalent demonstrated through work experience, training, military experience, or education.
Nice To Haves
- Experience in Treasury Management.
- Strong business-to-business sales acumen.
- Experience supporting large, complex clients.
- Ability to think strategically, implement, and deliver business objectives.
- Ability to develop strong partnerships.
- Excellent communication skills.
- Interest or experience in the corresponding banking industry.
- Ability to be a self-starter and independent learner.
- Interest in a sales role.
Responsibilities
- Onboard Treasury Services for large non-bank financial institutions.
- Help manage client onboarding and product implementations from the sales-support perspective, partnering with upstream and downstream onboarding teams.
- Partner with Treasury Management Consultants to help them achieve speed to revenue.
- Communicate proactively with customers, answer questions, provide updates on ongoing initiatives, and serve as an extension of the consultant.
- Learn clients’ needs and requirements.
- Identify opportunities for process improvements within the scope of responsibilities or functional area.
- Review and research basic or tactical operational assignments, evaluating alternatives for low- to medium-risk deliverables.
- Present recommendations for resolving more complex situations and exercise some independent judgment.
- Develop and practice sales skills with the goal of eventually becoming a Treasury Management Consultant.
- Follow applicable risk programs, policies, procedures, and compliance obligations; escalate and remediate issues as required.
- Travel up to 10% of the time.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
