Treasury Management Support Analyst
About The Position
Wells Fargo is seeking a Treasury Management Support Analyst within Global Payments and Liquidity as part of Enterprise Functions. The role supports assigned Treasury Management Consultants in delivering payments, liquidity, data, and related financial solutions that help clients achieve their business objectives. It combines portfolio support, pricing administration, implementation coordination, and client relationship management. The analyst helps enhance the client experience, improve operational efficiency, and support accurate implementation and servicing of treasury management solutions. The position offers a hybrid work schedule and may require travel up to 10% of the time. It is not eligible for visa sponsorship. Specific compliance policies may apply to outside activities and personal investing; affected employees must provide information to the Wells Fargo Personal Account Dealing Team and comply with applicable policies. The posted base pay range is $28.85–$52.40; pay may vary based on factors including performance, skills, experience, and work location. Eligible employees may also qualify for incentive compensation. The posting end date is October 26, 2026, though the job posting may be removed earlier due to applicant volume.
Requirements
- 2+ years of Treasury Management Sales Support experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education.
- Ability to travel up to 10% of the time.
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 client, 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.
- Follow applicable Wells Fargo policies and procedures and fulfill risk and compliance obligations, including timely escalation and remediation of issues.
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
- Eligible employees may be eligible for sales incentives, discretionary bonuses, and/or equity in the form of Restricted Stock Units (RSUs).
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
