Wells Fargo

Treasury Management Support Analyst

Wells Fargo

full-time

Posted on:

Location Type: Hybrid

Location: San Francisco • California • Oregon • United States

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Salary

💰 $29 - $52 per hour

About the role

  • Participate in gathering and summarizing prospect information for Treasury Management consultants
  • Identify opportunities for process improvements within scope of responsibilities or functional area
  • Review and research basic or tactical operational assignments that require evaluation and selection of alternatives, related to low to medium risk deliverables
  • Present recommendations for resolving more complex situations and exercise some independent judgement while developing understanding of function, policies, procedures, and compliance requirements
  • Provide information to functional colleagues, internal partners, and stakeholders, including internal as well as external customers

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
  • Experience with treasury management products and services
  • Bachelor’s degree (BS/BA) or higher
  • Proven success in business-to-business (B2B) sales
  • Ability to build and maintain strategic partnerships across business and functional teams
  • Skilled in navigating multiple computer systems and applications, including effective use of search tools
  • Strong organizational skills with the ability to prioritize tasks, meet deadlines, and perform under pressure in a dynamic environment
  • Collaborative team player with a proactive approach to problem-solving
  • Comfortable working in fast-paced, deadline-driven settings
  • Excellent verbal and written communication skills, with strong interpersonal abilities
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
  • Exceptional problem-solving and analytical skills with high attention to detail
  • Effective negotiation skills with a focus on achieving positive outcomes
  • Strong sales acumen and results-oriented mindset
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Treasury Management Sales Supporttreasury management productsbusiness-to-business (B2B) salesproblem-solvinganalytical skillsnegotiation skillsattention to detailorganizational skillsprioritizationprocess improvement
Soft Skills
collaborative team playerproactive approachstrong interpersonal abilitiesexcellent verbal communicationexcellent written communicationability to perform under pressurestrategic partnership buildingdynamic environment adaptabilityresults-oriented mindsetability to meet deadlines