Treasury Management Sales Support Analyst

Wells Fargo

. Support Treasury Management Consultants by gathering, analyzing, and summarizing current clients and prospect information to drive the sales process.

Posted 5/7/2026full-timeCharlotte • Arizona, Minnesota, North Carolina, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $29 - $52 per hourWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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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 productsTreasury Management servicesimplementation processesprocess improvementanalytical skillsnegotiation skillsproblem-solving skillsprioritizationdeadline management

Soft Skills

communication skillsrelationship-building skillscollaboration skillsorganizational skillsinterpersonal communicationservice excellencesound judgmentclaritydynamic environment adaptabilitystructured approach