Wells Fargo

Senior Treasury Management Support Analyst

Wells Fargo$77K — $121K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years of Treasury Management Sales Support experience or equivalent work experience, training, military experience, or education

Responsibilities

  • Lead customer calls and clients through complex transactions and implementation meetings
  • Review and analyze moderately complex business challenges
  • Prepare customized sales proposals and pricing scenarios
  • Resolve moderate issues and lead projects to meet deliverables
  • Collaborate with peers and managers to achieve goals
  • Lead teams or mentor less experienced staff

Benefits

  • Hybrid work schedule
  • Requires up to 15% travel
  • Opportunity for personal and professional development
  • Access to robust training resources
  • Engagement in a collaborative work environment
Full Job Description

About this role:

Wells Fargo is seeking a...


In this role, you will:

  • Lead customer calls and clients through highly complex transactions as well as large and complex implementation meetings while directing internal resources and activities
  • Review and analyze moderately complex business challenges that require an in-depth evaluation of multiple factors
  • Prepare complex customized sales proposals, cost benefit analysis, and pricing scenarios
  • Resolve moderately complex issues and lead team to meet project deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements
  • Collaborate and consult with peers, colleagues, and mid-level managers to resolve issues and achieve goals
  • Lead projects and teams or serve as a mentor for less experienced individuals


Required Qualifications:

  • 4+ 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:

  • Advanced experience supporting Treasury Management Consultants and Relationship Managers.

  • Experience with GPL sales support processes, onboarding, pricing, implementation, and portfolio management activities.

  • Demonstrated leadership experience, including coaching, mentoring, or leading team initiatives.

  • Experience working with commercial, corporate, or specialized industry client segments.

  • Knowledge of Dynamics 365, Fulfillment Platform (WICE), Relationship Pricer, and GPL sales support tools

  • Proven success in business-to-business (B2B) sales

  • Ability to build and maintain strategic partnerships across business and functional teams

  • Skilled in navigating multiple computer systems and applications, including effective use of search tools

  • Strong organizational skills with the ability to prioritize tasks, meet deadlines, and perform under pressure in a dynamic environment

  • Collaborative team player with a proactive approach to problem-solving

  • Comfortable working in fast-paced, deadline-driven settings

  • Excellent verbal and written communication skills, with strong interpersonal abilities

  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

  • Exceptional problem-solving and analytical skills with high attention to detail

  • Effective negotiation skills with a focus on achieving positive outcomes

  • Strong sales acumen and results-oriented mindset


Job Expectations:

  • This position will require up to 15% of travel

  • This position offers a hybrid work schedule

  • This position is not eligible for Visa Sponsorship

  • 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

Irving, TX - ($77,000 - $121,000)

Charlotte, NC - ($77,000 - $121,000)

The successful candidate will need to demonstrate strong leadership, partnership, critical thinking, project management, and relationship management skills while balancing multiple priorities.

Posting End Date:

24 Aug 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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