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Wells Fargo

Diversified financial services: banking, lending, investments

Treasury Management Sales Support Analyst

Account ManagementPosted on Nov 10
Full-time

About the Job

Requirements

  • At least 2 years of Treasury Management Sales Support experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Maintain accuracy and manage multiple priorities and deadlines in a fast-paced environment.
  • Navigate multiple systems, applications, and research tools to gather and analyze information.

Responsibilities

  • Partner with Treasury Management Consultants to support sales, prospecting, portfolio growth, and client relationships.
  • Analyze client needs and identify Treasury Management opportunities, solutions, and service enhancements.
  • Prepare proposals, presentations, pricing, client reviews, and other sales materials.
  • Participate in client meetings, lead appropriate client interactions, and own follow-up activities.
  • Coordinate implementation and onboarding activities to ensure timely execution and a strong client experience.
  • Partner across Sales, Operations, Service, Product, and other teams to resolve client needs and issues.
  • Maintain accurate pricing, pipeline, implementation documentation, and reporting.
  • Manage multiple client requests, implementations, and priorities while meeting service expectations.
  • Identify process improvements that increase efficiency and team effectiveness.
  • Build Treasury Management, sales, and client management expertise while supporting team coverage, collaboration, and development.

Desired Qualifications

  • Experience supporting Treasury Management, Commercial Banking, Business Banking, Payments, or Cash Management teams.
  • Knowledge of Treasury Management products, services, and implementation processes, including ACH, wires, Positive Pay, Lockbox, Merchant Services, Commercial Cards, and Remote Deposit Capture.
  • Experience supporting business-to-business sales activities and client relationships.
  • Intermediate proficiency in Microsoft Excel, Outlook, PowerPoint, and Word.
  • A Bachelor's degree or higher.

About the Company

Wells Fargo

Diversified financial services: banking, lending, investments

Wells Fargo offers a broad set of financial services, including banking, mortgages, investing, credit cards, and wealth and business banking, to individuals, small businesses, and large corporations. Its products combine everyday banking with lending, investment products, and advisory services, accessible through branches, ATMs, and online or mobile platforms. The company earns mainly from interest on loans, banking fees, and commissions on investment products, supported by a large network and secure technology. Its goal is to help customers manage, preserve, and grow their money through trusted, accessible, and comprehensive financial solutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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