Treasury Management Sales Support Analyst

About This Role

Wells Fargo is seeking a Treasury Management Sales Support Analyst within Global Payments & Liquidity. This is an exciting opportunity to support the delivery of treasury and payment solutions that help businesses optimize cash flow, streamline operations, and achieve their financial goals. In this role, you will partner closely with Treasury Management Consultants, internal stakeholders, and clients to support onboarding activities, solution implementation efforts, and sales support initiatives that contribute to an exceptional client experience. If you enjoy collaborating across teams, solving problems, and helping bring client-focused solutions to life, this role offers meaningful opportunities to make an impact.

In This Role, You Will

• Support Treasury Management Consultants by gathering, analyzing, and summarizing prospect and client information to help identify opportunities and deliver tailored treasury solutions.
• Assist with treasury service onboarding, implementation support, and client transition activities to help ensure a seamless customer experience.
• Research and evaluate operational requests, payment-related inquiries, and service needs while identifying appropriate solutions and next steps.
• Partner with internal teams and stakeholders to coordinate activities, resolve issues, and support the successful delivery of treasury products and services.
• Identify opportunities to improve processes, increase efficiency, and enhance support practices within the team’s area of responsibility.
• Present findings and recommendations on routine and moderately complex issues while developing expertise in treasury management processes, policies, and compliance requirements.
• Communicate effectively with colleagues, business partners, consultants, and clients to provide timely information, support, and issue resolution.

Required Qualifications

• 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

Desired Qualifications

• Knowledge of Treasury Management products, services, payments, and cash management solutions, with the ability to support client needs and business objectives.
• Ability to support treasury service onboarding, implementation activities, and client transitions while maintaining accuracy, organization, and attention to detail.
• Experience collaborating with Treasury Management Consultants, sales teams, and cross-functional partners to deliver seamless client support and solution execution.
• Demonstrated client-facing or business-to-business support capabilities, including building relationships, responding to inquiries, and helping drive positive client outcomes.
• Strong analytical and problem-solving skills with the ability to research information, evaluate alternatives, and recommend effective solutions.
• Excellent verbal, written, and interpersonal communication skills, with the ability to influence, collaborate, and communicate effectively across multiple stakeholder groups.
• Ability to manage competing priorities, adapt to changing business needs, and navigate multiple systems and tools in a fast-paced, deadline-driven environment.

Job Expectations:

• This position offers a hybrid work schedule.

• Ability to work at one of the approved Wells Fargo locations identified for this role.

• This position is not eligible for visa sponsorship.

Posting End Date: 

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.