Treasury Management Support Analyst

Wells Fargo is seeking a Treasury Management Support Analyst within Global Payments and Liquidity as part of Enterprise Functions.

The Treasury Management Analyst supports assigned Treasury Management Consultants in delivering payments, liquidity, data, and related financial solutions that help clients achieve their business objectives. This role combines portfolio support, pricing administration, implementation coordination, and client relationship management. You will play an important role in enhancing the client experience, improving operational efficiency, and supporting the accurate implementation and servicing of treasury management solutions.

In this role, you will:

• Partner with assigned Treasury Management Consultants to support client relationships and portfolio growth opportunities
• Prepare for client meetings by reviewing portfolio information, sales tools, and relevant client data to identify potential service enhancements
• Identify and present potential service enhancements or opportunities to Treasury Management Consultants and Relationship Managers based on portfolio research
• Participate in client meetings and coordinate assigned follow-up activities through completion
• Conduct client follow-up calls for lower-complexity opportunities within established procedures, as appropriate
• Coordinate treasury management referrals and submit accurate, timely implementation requests within established service expectations
• Support post-implementation review to confirm approved pricing, products, and services are established accurately and escalate discrepancies
• Review portfolio information and investigate significant changes or variances; communicate findings and collaborate with appropriate sales, implementation, service, and operations partners

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:

• Experience with commercial payments, treasury management implementation, or servicing treasury management clients
• Experience reviewing portfolio or client information to identify potential service enhancements or implementation needs
• Experience coordinating multiple referrals, implementation requests, or client deliverables through completion
• Experience reviewing and interpreting portfolio, pricing, revenue, and balance information
• Experience maintaining accurate client documentation, pricing information, and implementation data
• Experience communicating with clients, pricing, implementation, or portfolio information to internal partners and clients
• Client-facing experience supporting complex treasury management, payments, or financial services needs
• Proficiency with Microsoft Excel, PowerPoint, Word, and Outlook

Job Expectations:

• Ability to travel up to 10% of the time
• 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

Pay Range
 

Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs).

Posting End Date:

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