Treasury Management Support Analyst

Wells Fargo & Company•Philadelphia, PA

1d•$29 - $48•Hybrid

About The Position

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wells Fargo’s Global Payments & Liquidity (GPL) team is an integrated, forward-looking product organization with end-to-end payments, data, liquidity and associated lending solutions that enable our clients to achieve their business objectives in an evolving digital world. Wells Fargo is seeking a Treasury Management Support Analyst within Global Payments and Liquidity as part of Enterprise Functions to support the Non-Bank Financial Institutions Team. . In this role, you will: Onboard Treasury Services for large non-bank financial institutions, with a special focus on asset managers, who open new account frequently. Help manage client onboarding and product implementations from the sales support perspective, serving as a key partner among downstream and upstream onboarding teams. Partner closely with Treasury Management Consultants, helping them achieve speed to revenue. Proactively communicate with customers, answering questions, providing updates on ongoing initiatives, and generally serving as the extension of the consultant. Get to know your clients and understand their unique needs and requirements. Identify opportunities for process improvements within internal processes and for the broader sales support organization. Manage critical risk activities for your portfolio. Present recommendations for resolving more complex situations and exercise some independent judgement while developing understanding of function, policies, procedures, and compliance requirements. Have opportunity to develop and practice sales skills, with the goal of eventually becoming a Treasury Management Consultant.

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

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, with a special focus on asset managers, who open new account frequently.
Help manage client onboarding and product implementations from the sales support perspective, serving as a key partner among downstream and upstream onboarding teams.
Partner closely with Treasury Management Consultants, helping them achieve speed to revenue.
Proactively communicate with customers, answering questions, providing updates on ongoing initiatives, and generally serving as the extension of the consultant.
Get to know your clients and understand their unique needs and requirements.
Identify opportunities for process improvements within internal processes and for the broader sales support organization.
Manage critical risk activities for your portfolio.
Present recommendations for resolving more complex situations and exercise some independent judgement while developing understanding of function, policies, procedures, and compliance requirements.
Have opportunity to develop and practice sales skills, with the goal of eventually becoming a Treasury Management Consultant.