Treasury Management Support Analyst

Wells Fargo•Houston, TX

3d•Hybrid

About The Position

Wells Fargo is seeking a Treasury Management Support Analyst to onboard Treasury Services for large non-bank financial institutions and support client onboarding and product implementations from the sales support perspective. The role partners with upstream and downstream onboarding teams and works closely with Treasury Management Consultants to help achieve speed to revenue. The analyst communicates proactively with customers, answers questions, provides updates on ongoing initiatives, and serves as an extension of the consultant while learning clients’ unique needs and requirements. The position also offers an opportunity to develop sales skills with the goal of eventually becoming a Treasury Management Consultant. The role involves evaluating basic or tactical operational assignments, selecting among alternatives for low- to medium-risk deliverables, identifying process improvements, and presenting recommendations for more complex situations. The analyst exercises some independent judgment while developing an understanding of the function, policies, procedures, and compliance requirements. The position follows 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.

Requirements

2+ years of Treasury Management Sales Support experience, or equivalent demonstrated through work experience, training, military experience, education.
Ability to travel up to 10% of the time.
Not eligible for visa sponsorship.
If hired and affected by applicable policies, provide information to the Wells Fargo Personal Account Dealing Team and abide by requirements regarding outside activities and/or personal investing.

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.
Support client onboarding and product implementations from the sales support perspective, partnering with upstream and downstream onboarding teams.
Partner with Treasury Management Consultants to help 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’ unique 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 and selecting alternatives for low- to medium-risk deliverables.
Present recommendations for resolving more complex situations and exercise some independent judgment while developing understanding of relevant functions, policies, procedures, and compliance requirements.
Develop and practice sales skills, with the goal of eventually becoming a Treasury Management Consultant.
Comply with applicable risk programs, Wells Fargo policies and procedures, and risk and compliance obligations.