Wells Fargo

Treasury Management Sales Support Analyst

Wells Fargo

full-time

Posted on:

Location Type: Hybrid

Location: Charlotte • Minnesota • North Carolina • United States

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Salary

💰 $29 - $48 per hour

About the role

  • Support Treasury Management Consultants by gathering, analyzing, and summarizing current clients, and prospect information to drive the sales process.
  • Identify process improvement opportunities within your functional area to help streamline and enhance client and partner experiences.
  • Research and assess operational requests tied to low- to medium-risk deliverables, evaluating alternatives and recommending the best path forward.
  • Provide recommendations on more complex or nuanced situations, exercising sound judgment while deepening your understanding of policies, procedures, and compliance requirements.
  • Serve as a key information resource for internal partners, stakeholders, and external clients—ensuring clarity, accuracy, and service excellence.

Requirements

  • 2+ years of Treasury Management Sales Support experience, or equivalent experience demonstrated through work history, training, military service, or education.
  • Knowledge of Treasury Management products, services, and implementation processes.
  • Strong negotiation, communication, and relationship-building skills.
  • Proven ability to prioritize, meet deadlines, and operate effectively in a dynamic, fast-paced environment.
  • Demonstrated collaboration skills and the ability to partner across business and functional groups.
  • Excellent verbal, written, and interpersonal communication capabilities.
  • Intermediate proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint).
  • Strong organizational skills and the ability to solve problems with a structured, analytical approach.
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 Supportprocess improvementoperational analysisrisk assessmentpolicy compliancenegotiationrelationship buildingproblem solvinganalytical skills
Soft Skills
communicationcollaborationorganizational skillstime managementservice excellence