Treasury Management Support Analyst

Wells Fargo•Minneapolis, MN

2d•$29 - $52•Hybrid

About The Position

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. The Treasury Management Analyst supports assigned Treasury Management Consultants in delivering payments, liquidity, data, and related financial solutions that help clients achieve their business objectives. This role combines portfolio support, pricing administration, implementation coordination, and client relationship management. You will play an important role in enhancing the client experience, improving operational efficiency, and supporting the accurate implementation and servicing of treasury management solutions.

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 with commercial payments, treasury management implementation, or servicing treasury management clients
Experience reviewing portfolio or client information to identify potential service enhancements or implementation needs
Experience coordinating multiple referrals, implementation requests, or client deliverables through completion
Experience reviewing and interpreting portfolio, pricing, revenue, and balance information
Experience maintaining accurate client documentation, pricing information, and implementation data
Experience communicating with clients, pricing, implementation, or portfolio information to internal partners and clients
Client-facing experience supporting complex treasury management, payments, or financial services needs
Proficiency with Microsoft Excel, PowerPoint, Word, and Outlook

Responsibilities

Partner with assigned Treasury Management Consultants to support client relationships and portfolio growth opportunities
Prepare for client meetings by reviewing portfolio information, sales tools, and relevant client data to identify potential service enhancements
Identify and present potential service enhancements or opportunities to Treasury Management Consultants and Relationship Managers based on portfolio research
Participate in client meetings and coordinate assigned follow-up activities through completion
Conduct client follow-up calls for lower-complexity opportunities within established procedures, as appropriate
Coordinate treasury management referrals and submit accurate, timely implementation requests within established service expectations
Support post-implementation review to confirm approved pricing, products, and services are established accurately and escalate discrepancies
Review portfolio information and investigate significant changes or variances; communicate findings and collaborate with appropriate sales, implementation, service, and operations partners