Treasury Management Support Analyst
About The Position
Wells Fargo is seeking a Treasury Management Sales Support Analyst to join our Global Payments & Liquidity team. In this role, you will support treasury management sales efforts by delivering meaningful client and prospect insights, fostering strong partnerships across business teams, and helping drive operational excellence. This opportunity is ideal for a motivated professional who thrives in a collaborative, fast-paced environment and enjoys combining analytical thinking, client focus, and business acumen to support sales growth and enhance the client experience. You will play an integral role in helping Treasury Management Consultants identify opportunities, develop solutions, and deliver value to commercial clients.
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
Nice To Haves
- Knowledge of treasury management, payments, liquidity, receivables, payables, or commercial banking solutions, with the ability to support client-focused business objectives.
- Ability to support business-to-business (B2B) sales activities through prospect research, opportunity identification, pipeline support, and consultative solution development.
- Strong relationship-building and collaboration skills with the ability to partner effectively across sales, operations, service, and product teams to achieve shared goals.
- Demonstrated ability to gather, analyze, and synthesize information into actionable insights that support sales strategy and client decision-making.
- Strong organizational skills with the ability to manage competing priorities, execute with accuracy, and deliver high-quality work in a deadline-driven environment.
- Excellent verbal and written communication skills, including the ability to convey complex information clearly, professionally, and with a client-centric approach.
- Proficiency in leveraging technology, business applications, and research tools to improve productivity, support sales efforts, and deliver timely results.
- Strong attention to detail, problem-solving skills, and adaptability when navigating evolving business needs, processes, and priorities.
- Self-motivated and proactive with a continuous improvement mindset and a commitment to delivering exceptional support to clients, partners, and sales teams.
- Ability to influence positive outcomes through critical thinking, sound judgment, and a solutions-oriented approach.
Responsibilities
- Partner with Treasury Management Consultants to gather, organize, and summarize prospect and client information that supports business development efforts and sales strategy.
- Analyze data, research client needs, and provide actionable insights that help identify treasury management opportunities and support consultative sales conversations.
- Review operational processes and recommend improvements that enhance efficiency, strengthen service delivery, and support business objectives.
- Evaluate routine to moderately complex requests, identify appropriate solutions, and escalate issues when needed to ensure timely resolution.
- Exercise sound judgment while navigating policies, procedures, compliance requirements, and business priorities.
- Collaborate with internal partners and stakeholders to deliver a seamless experience for clients and support treasury management initiatives.
- Communicate findings, recommendations, and business information clearly and effectively to colleagues, business partners, and customers.
Benefits
- Equal Opportunity Employer
- Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
