Wells Fargo

Treasury Management Support Analyst

Wells Fargo$65K — $99K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years of Treasury Management Sales Support experience or equivalent
  • Strong understanding of general banking
  • Experience with treasury management products and services
  • Bachelor's degree or higher preferred
  • Demonstrated business-to-business sales experience

Responsibilities

  • Gather and summarize prospect information for consultants
  • Identify opportunities for process improvements
  • Research and evaluate basic operational assignments
  • Present recommendations for complex situations
  • Provide information to colleagues and stakeholders

Benefits

  • Hybrid work schedule (3 days in office, 2 days remote)
  • Opportunity for up to 15% travel
  • Exposure to compliance policies and personal investing requirements
Full Job Description

About this role:

Wells Fargo is seeking a Treasury Management Support Analyst

within Global Payments and Liquidity.


In this role, you will:

  • Participate in gathering and summarizing prospect information for Treasury Management consultants
  • Identify opportunities for process improvements within scope of responsibilities or functional area
  • Review and research basic or tactical operational assignments that require evaluation and selection of alternatives, related to low to medium risk deliverables
  • Present recommendations for resolving more complex situations and exercise some independent judgement while developing understanding of function, policies, procedures, and compliance requirements
  • Provide information to functional colleagues, internal partners, and stakeholders, including internal as well as external customers


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:

  • Sales or client support experience Knowledge and understanding of general banking

  • Experience with treasury management products and services

  • A BS/BA degree or higher

  • Business-to-business sales experience

  • Client support experience

  • Treasury management sales experience

  • Ability to develop partnerships and collaborate with other business and functional areas

  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information

  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

  • Ability to work effectively in a team environment

  • Ability to work in a fast paced deadline driven environment

  • Excellent verbal, written, and interpersonal communication skills

  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

  • Outstanding problem solving skills

  • Strong analytical skills with high attention to detail and accuracy

  • Strong organizational, multi-tasking, and prioritizing skills


Job Expectations:

  • 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.

  • Hybrid Schedule (3 days in office and 2 days remote)

  • This position will require up to 15% of travel

Plymouth Meeting, PA - ($31.73 - $48.08)

Posting End Date:

26 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

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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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