Treasury Management Sales Support Analyst

Wells Fargo

Treasury Management Support Analyst collaborating with consultants to support client solutions and drive growth. Focused on analyzing client needs and improving operational processes with a financial services company.

Posted 7/1/2026full-timeMinneapolis • Iowa, Minnesota • 🇺🇸 United StatesJuniorMid-Level💰 $32 - $48 per hourWebsite

About the role

Key responsibilities & impact

Partner with Treasury Management Consultants to gather, analyze, and synthesize client and prospect data to support sales strategies and client solutions
Support the development of client presentations, proposals, and relationship insights to enhance client engagement and drive growth
Evaluate operational processes and identify opportunities to improve efficiency, accuracy, and overall client experience
Research and resolve low to moderately complex business and operational issues, applying critical thinking and sound judgment
Provide actionable recommendations to address business challenges and improve workflows
Collaborate with internal partners and stakeholders to deliver timely, accurate, and client-centric support
Navigate multiple systems and tools to retrieve, analyze, and validate data to support decision-making
Ensure adherence to risk, compliance, and regulatory requirements within all activities

Requirements

What you’ll need

2+ years of experience in Treasury Management support, sales support, or client-facing banking roles, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
Working knowledge of Treasury Management products and services (e.g., payments, liquidity, receivables, payables)
Experience supporting sales teams, client relationships, or business-to-business (B2B) interactions
Ability to analyze client needs and translate insights into actionable recommendations
Strong collaboration and partnership skills, with the ability to work across multiple teams
Demonstrated ability to manage competing priorities, meet deadlines, and deliver results in a fast-paced environment
Strong analytical, problem-solving, and critical thinking skills with high attention to detail
Clear and professional verbal, written, and interpersonal communication skills
Intermediate proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
Ability to adapt quickly and navigate multiple systems and tools effectively
Bachelor’s degree or higher

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 ProductsData AnalysisOperational Process EvaluationClient Presentation DevelopmentBusiness-to-Business Interactions

Soft Skills

Collaboration SkillsCritical ThinkingAttention to DetailTime ManagementInterpersonal Communication