Treasury Management Support Analyst

Wells Fargo

Wells Fargo seeks a Treasury Management Support Analyst for process improvements and client support. The role involves evaluating operational assignments and collaborating with internal and external stakeholders.

Posted 7/7/2026full-timeCharlotte • North Carolina, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $29 - $44 per hourWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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
Sales or client support experience
Knowledge and understanding of general banking
Experience with treasury management products and services
A BS/BA degree or higher
Business-to-business sales experience
Client support experience
Treasury management sales experience
Ability to develop partnerships and collaborate with other business and functional areas
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Ability to work effectively in a team environment
Ability to work in a fast paced deadline driven environment
Excellent verbal, written, and interpersonal communication skills
Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
Outstanding problem solving skills
Strong analytical skills with high attention to detail and accuracy
Strong organizational, multi-tasking, and prioritizing skills

Benefits

Comp & perks

Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.
Information will be shared about expectations during the recruitment process.
Health insurance
401(k) matching

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Treasury Management ProductsSales SupportBusiness-To-Business SalesOperational EvaluationProcess Improvement

Soft Skills

Excellent Communication SkillsOutstanding Problem Solving SkillsOrganizational SkillsMulti-Tasking SkillsAbility To Work Under Pressure