Wells Fargo

Senior Treasury Management Consultant

Wells Fargo$87K — $140K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years of Treasury Management Sales experience
  • Experience with treasury management products or services
  • Strong sales acumen in a B2B environment
  • Ability to collaborate across business areas
  • Analytical skills with attention to detail
  • Proficiency in Microsoft Office, especially Excel
  • Strong verbal, written, and interpersonal communication skills

Responsibilities

  • Partner with relationship managers to meet sales goals
  • Analyze complex business and operational challenges
  • Independently resolve moderately complex issues
  • Lead a consulting team to meet project deliverables
  • Collaborate with peers to resolve issues and achieve goals
  • Mentor less experienced individuals
  • Lead Treasury Management Consulting projects

Benefits

  • Hybrid work model allowing for remote work
  • Opportunity for professional development and mentorship
  • Collaborative work environment with diverse teams
  • Exposure to multi-level B2B sales processes
  • Potential for career advancement within the organization
Full Job Description

About this role:

Wells Fargo is seeking a Senior Treasury Management Consultant

within Global Payments & Liquidity.


In this role, you will:

  • Partner with relationship managers and business bankers in a consultative selling role and 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


Required Qualifications:

  • 4+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • 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


Job Expectations:

  • This position is not eligible for Visa sponsorship
  • Travel up to 40% of time

  • This position is a hybrid work model. Must be willing to work out of designated office location approximately 3 days week (2 remote).
  • 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

Milwaukee, WI - ($87,000 - $140,000)

Posting End Date:

22 Jul 2026

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

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

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