Senior Treasury Management Consultant

Wells Fargo

Senior Treasury Management Consultant driving sales by partnering with bankers and consultants at Wells Fargo. Leading a Treasury Management Consulting team to resolve client challenges and achieve project deliverables.

Posted 7/14/2026full-timeMinneapolis • Florida, Illinois, Minnesota, South Carolina, Virginia • 🇺🇸 United StatesSenior💰 $87,000 - $168,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Treasury Management Sales, with a strong focus on developing and executing strategies to enhance client relationships and meet sales goals. Proficient in analyzing complex business challenges and leading teams to deliver project outcomes while ensuring compliance with industry standards.

Highest-signal resume keywords

Treasury Management Sales ExperienceB2B Sales AcumenAnalytical SkillsProject LeadershipMicrosoft Excel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury Management Products SalesSales Strategy DevelopmentComplex Problem ResolutionData AnalysisProject Management

Soft Skills

CollaborationCommunication SkillsOrganizational SkillsMulti-taskingAttention to Detail

Tools & Technologies

Microsoft Office SuiteSearch ToolsComputer Systems

Industry Keywords

Treasury Management ConsultingCompliance RequirementsSales Activity TargetsConsultative SellingHigh Volume Environment

About the role

Key responsibilities & impact

Partner with relationship managers and business bankers in a consultative selling role responsible for meeting annual sales goals and sales activity targets by developing and executing a strategy to retain and fully penetrate existing relationships
Review and analyze moderately complex business, operational, or technical challenges that require an in-depth evaluation of multiple factors within Treasury Management Consulting functional area
Independently resolve moderately complex issues
Lead a Treasury Management Consulting team to meet project deliverables while leveraging solid understanding of Treasury Management Consulting functional area, policies, procedures, and compliance requirements
Collaborate and consult with Treasury Management Consulting peers, colleagues, and more experienced managers to resolve issues and achieve goals
Lead Treasury Management Consulting projects and teams, or serve as a mentor for less experienced individuals

Requirements

What you’ll need

4+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Treasury management products or services sales experience
Ability to develop partnerships and collaborate with other business and functional areas
Strong sales acumen across a multi-leveled B2B sales environment
Ability to work in a high volume, fast-paced, deadline driven environment
Strong analytical skills with high attention to detail and accuracy
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Strong organizational, multi-tasking, and prioritizing skills
Excellent verbal, written, and interpersonal communication skills
Proficiency in Excel and other Microsoft Office products (Power Point, Word, Access)

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