Wells Fargo

Senior Treasury Management Consultant

Wells Fargo

full-time

Posted on:

Location Type: Hybrid

Location: Fort Lauderdale • Florida • United States

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Job Level

Senior

About the role

  • Serve as a primary treasury advisor, helping clients optimize cash flow, payment processes, and liquidity strategies
  • Conduct discovery meetings to understand client business models and treasury needs
  • Build and maintain strong relationships with C-suite and finance leaders
  • Partner with Relationship Managers to develop customized treasury strategies
  • Recommend solutions for payments, receivables, liquidity, and fraud mitigation
  • Deliver client presentations, proposals, and product demonstrations
  • Manage the full sales cycle from assessment through implementation handoff
  • Meet or exceed annual revenue, cross-sell, and activity targets
  • Maintain an organized, active sales pipeline using CRM tools
  • Identify opportunities to deepen product usage within existing client portfolios
  • Assess client operations to identify efficiency, risk reduction, and cost-saving opportunities
  • Independently resolve moderately complex treasury issues by collaborating with internal partners
  • Provide guidance on cash-management best practices and payment-security solutions
  • Lead treasury projects to ensure smooth implementation and positive client experience
  • Partner with internal teams to develop solutions for complex client needs
  • Mentor less experienced team members and support their development

Requirements

  • 4+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Strong understanding of payables and receivables processes, including workflow optimization and cash-flow impacts
  • Proven experience managing high volumes of sales calls with a strategic approach to planning, execution, and anticipating customer needs while delivering a high-touch client experience
  • Proactive, self-driven approach with the ability to consult, engage, and influence prospects in a fast-paced environment
  • Excellent partnership and collaboration skills, with the ability to influence cross-functional teams and remain receptive to feedback
  • Highly organized with exceptional attention to detail; capable of managing multiple deals, priorities, and internal partners simultaneously
  • Strong communication and presentation skills with the ability to translate complex treasury concepts for diverse audiences
  • Experience working with Emerging Middle Market clients ($25MM–$100MM revenue) and familiarity with treasury platforms, payment technologies, and fraud-mitigation solutions
  • CTP (Certified Treasury Professional) designation or willingness to pursue
  • Bilingual proficiency in English and Spanish, with the ability to read, write, and communicate effectively in both languages to support diverse clients.
Benefits
  • This position offers a hybrid work schedule
  • This position will require 15-20% of travel
  • Specific compliance policies may apply regarding outside activities and/or personal investing
Applicant Tracking System Keywords

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

Hard Skills & Tools
Treasury Management Salespayables processesreceivables processesworkflow optimizationcash flow managementsales cycle managementpayment technologiesfraud mitigation solutionscash-management best practicespayment-security solutions
Soft Skills
relationship buildingconsultative sellingstrategic planningcollaborationinfluenceattention to detailcommunicationpresentation skillsmentoringproblem-solving
Certifications
CTP (Certified Treasury Professional)