Technical Analyst II – Delivery
Bank of America
Treasury Management Support Analyst
Wells Fargo
full-time
Posted on:
Location Type: Hybrid
Location: Philadelphia • North Carolina, Pennsylvania, Virginia • 🇺🇸 United States
Visit company websiteSalary
💰 $32 - $52 per hour
Job Level
JuniorMid-Level
About the role
- 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
- 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
- Solid negotiation skills
- Strong analytical skills with high attention to detail and accuracy
- Strong organizational, multi-tasking, and prioritizing skills
Benefits
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Treasury Management Sales Supportgeneral banking knowledgetreasury management productsbusiness-to-business salesclient supportproblem solvingnegotiationanalytical skillsMicrosoft Officeattention to detail
Soft skills
collaborationprioritizationdeadline managementteamworkcommunicationorganizational skillsmulti-taskingindependent judgementadaptabilityinterpersonal skills
Certifications
BS/BA degree