Manager, Treasury Management Sales Support Job at Wells Fargo (Charlotte)

Cash Management Sales Officer

The Cash Management Sales Officer is a developing professional role that integra...

Location

Mexico , Cuernavaca

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years commercial banking or relevant experience
Bachelors/University degree or equivalent experience
experience in atención a clientes de Gobierno e Instituciones
experience in venta de soluciones de Tesorería cobranza y pagos

Job Responsibility

Provide direct sales support to Treasury Consultants in covered markets
focus on revenue generating activities associated with the sale of Treasury Products and Services
prepare proposals and pricing analysis
assist with RFPs and presentations
coordinate credit approvals and exception pricing
coordinate data input for tracking pipeline and activity
establish and maintain relationships with Treasury Consultants and Bankers that are directly supported
provide coverage on product sales related inquiries from Treasury Sales, Bankers, other internal partners and clients
join Treasury Consultant on in person sales calls or conference calls when appropriate
assess risk when business decisions are made, demonstrating consideration for compliance with applicable laws, rules, and regulations

Fulltime

Cash Management Sales Officer

The Cash Management Sales Officer is a developing professional role. Deals with ...

Location

Mexico , Zapopan

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years commercial banking or relevant experience
Bachelors/University degree or equivalent experience

Job Responsibility

Provide direct sales support to Treasury Consultants in covered markets
Places focus on revenue generating activities associated with the sale of Treasury Products and Services
Prepares proposals and pricing analysis, assist with RFPs and presentations, coordinate credit approvals and exception pricing, coordinate data input for tracking pipeline and activity
Establishes and maintains relationships with Treasury Consultants and Bankers that are directly supported
Provides coverage on product sales related inquiries from Treasury Sales, Bankers, other internal partners and clients
Joins Treasury Consultant on in person sales calls or conference calls when appropriate
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Fulltime

New

Treasury Management Sales Support Analyst

At Wells Fargo, we’re looking for talented individuals who put customers at the ...

Location

United States , Charlotte; Irving; Minneapolis

Salary:

28.85 - 48.08 USD / Hour

Wells Fargo

Expiration Date

February 19, 2026

Requirements

2+ years of Treasury Management Sales Support experience, or equivalent experience demonstrated through work history, training, military service, or education
Knowledge of Treasury Management products, services, and implementation processes
Strong negotiation, communication, and relationship‑building skills
Proven ability to prioritize, meet deadlines, and operate effectively in a dynamic, fast‑paced environment
Demonstrated collaboration skills and the ability to partner across business and functional groups
Excellent verbal, written, and interpersonal communication capabilities
Intermediate proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
Strong organizational skills and the ability to solve problems with a structured, analytical approach
Ability to travel up to 10%
Not eligible for Visa sponsorship

Job Responsibility

Support Treasury Management Consultants by gathering, analyzing, and summarizing current clients, and prospect information to drive the sales process
Identify process improvement opportunities within your functional area to help streamline and enhance client and partner experiences
Research and assess operational requests tied to low- to medium‑risk deliverables, evaluating alternatives and recommending the best path forward
Provide recommendations on more complex or nuanced situations, exercising sound judgment while deepening your understanding of policies, procedures, and compliance requirements
Serve as a key information resource for internal partners, stakeholders, and external clients—ensuring clarity, accuracy, and service excellence

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

!

Treasury & Trade Solutions & Corporate, Commercial and Public Sector Sales Head

The Treasury & Trade Solutions & Corporate, Commercial and Public Sector Sales H...

Location

Jordan

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Prior work experience in Citi or other financial services experience in the areas described above
Relevant experience in the field of transaction banking or relationship management
Experience & Ability to work with broad group of stakeholders including Relationship / Coverage, Product, Operations, Legal, Compliance, Offshore Citi colleagues etc.
Ability to quickly understand cash and trade product propositions, business drivers, policies, customer needs and market and competition
Demonstrate thought leadership
Ability to create longer term, content, trust and advisory based relationships with customers and partners
Managing effectively, the success transfers from TTS regional and global cash and trade sales teams
Bachelor or Masters (preferred) Degree in Business, Finance, Economics, Accounting, Engineering, and Maths etc. (other areas of specialization will be considered on a case-by-case basis)
English and Arabic proficiency is mandatory.

Job Responsibility

Clearly articulate & drive the TTS/CCPS narrative & agenda with franchise stakeholders & clients
Development of the local TTS franchise in direct alignment with TTS’ global strategic priorities, market trends, regulations, and customer needs
Drive sales performance locally across TTS Sales & Coverage teams and step in as an escalation point if required to deliver optimal solutions to clients
Ensure pipeline management discipline & execution against defined Sales KPI’s
Support RFP & implementation activities where required & oversee timely revenue ramp up of new business
Provide local competitive analysis, market intelligence/expertise & network sensitivity to identify emerging opportunities or threat
Embed customer segmentation, product positioning, pricing, and marketing plans for each client segment through strategic framework lens
Oversee TTS training & ongoing TTS updates across local Coverage & Franchise partners
Act as the local senior contact for TTS opportunities
Lead TTS client experience agenda across the country ensuring visibility & engagement on all key client issues & escalations

Fulltime

Client Executive Specialist

The CCB TTS Client Executive is a seasoned professional role responsible for sal...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years commercial banking or relevant experience
Proven track record of successful client focused activity, Back Office Cash Management or Trade Operations Experience
Advanced problem solving skills
Excellent interpersonal skills
Committed, Trusted team player
High energy and initiative
Time Management and Organizational Skills
Bachelors/University degree
English fluency is required

Job Responsibility

Provides direct sales support to Treasury Consultants in covered markets
Preparing proposals and pricing analysis, assist with RFPs and presentations, coordinate credit approvals and exception pricing, coordinate data input for tracking pipeline and activity
Establishes and maintains relationships with Treasury Consultants and Bankers that are directly supported
Coverage on product sales related inquiries from Treasury Sales, Bankers, other internal partners and clients
Joins Treasury Consultant on in person sales calls or conference calls when appropriate
Assess risk when business decisions are made and demonstrate consideration for the firm's reputation and compliance with applicable laws and policies

Fulltime

TMS Product Specialist, Banking/Bank Fee Analysis

In this role, you will be part of the Center of Excellence team that focuses on ...

Location

United States

Salary:

120000.00 - 200000.00 USD / Year

Fin Capital

Expiration Date

Until further notice

Requirements

Experience working with treasury management systems in the area of bank fees, bank account management, cash management, or payments
Business understanding of corporate cash management, banking, cash accounting, and finance
Experience with Balance and transaction Reporting, Payment Interfaces with Banks in formats such as BAI, SWIFT, EDI, JSON
Knowledge of SQL and database technology required
Excellent presentation, verbal and written communication skills
MS/BS in MIS or equivalent required

Job Responsibility

Domain Expertise, an expert for Banking/Bank Fee Analysis
Ownership of BAM/BFA Product within Trovata TMS
Manage release schedule for enhancements and fix list
Create and manage business requirements as required
Work with product engineering to refine implementation
Be aware of what competitors do, provide sales differentiators, competitor pricing input as requested
Contribute customer and market feedback to influence details of product roadmap
Provide sales support to pre-sales engineering when and as needed including participation in workshops
Oversee new release testing as it pertains to your product responsibility
Build and maintain product documentation on features in partnership with support team

What we offer

Remote-first/flexible work environment
Flexible PTO
Paid Parental Leave
Health, Dental & Vision Insurance with premiums covered by Trovata (99% for Employees and 75% for Dependents)
Flexible Spending Accounts (Health & Dependent Care)
Life and Long-Term Disability Insurance paid for by Trovata
401k Plan
Equity
Home Office Setup upon hire, including Macbook, Monitors, Adjustable Desk, Ergonomic chair, adaptors, and accessories
Phone & Internet Stipend

Fulltime

Offers Specialist

By joining this role, you'll play a key part in ensuring timely and accurate off...

Location

Greece , Paiania

Salary:

Not provided

Metlen Group

Expiration Date

Until further notice

Requirements

Bachelor’s or Diploma degree in Economics or Business Administration
1+ year of experience in Sales operations or offer management
Strong Sales Performance and Data Analysis skills
Expertise in Negotiation and Contract Management
Proven Relationship Building and Management abilities
Proficiency in Sales Analytics, Excel, and Forecasting Tools
Strong Communication, Presentation, and Problem-Solving skills
Ability to adapt and continuously learn in a fast-paced environment

Job Responsibility

Create and submit accurate sales offers for all sales teams and product/service lines
Support coordination among Sales, Legal, Finance, and Treasury departments to ensure smooth tender participation
Proactively monitor and resolve malfunctions in sales and tendering systems (Oracle Sales Cloud, Salesforce)
Document and record specifications for new system implementations based on business needs
Follow up on offers and prepare detailed reports on offer status and results
Provide timely support and guidance to Sales Representatives regarding offer procedures and queries

What we offer

Competitive remuneration package
Ticket Restaurant
Preferential household electricity plan
Group Health Insurance program
Pension Plan

Fulltime

Head of Treasury and Risk Management

As Head of Treasury and Risk Management (d/f/m) of mobile.de, you will lead a sm...

Location

Germany , Berlin

Salary:

Not provided

Adevinta

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
Minimum of 10 years of progressive experience in treasury and/or financial risk management, with at least 5 years in a leadership or management role
Deep understanding of financial markets, instruments, and products (FX, interest rates, derivatives)
Proficiency in cash flow forecasting, financial modeling, and scenario analysis
Experience with treasury management systems (TMS) and ERP systems (preferably SAP4Hana, Microsoft Dynamics 365 Business Central)
Strong analytical and quantitative skills
Excellent understanding of accounting principles related to treasury and financial instruments
Proven leadership and team management abilities
Exceptional communication (written and verbal), presentation, and interpersonal skills
Strategic thinking with the ability to translate complex financial concepts into actionable plans

Job Responsibility

Cash Flow Management: Develop, implement, and manage comprehensive cash flow forecasting models to optimise working capital, ensure sufficient liquidity, and identify potential shortfalls or surpluses
Liquidity Management: Oversee daily cash positioning, manage bank accounts, and ensure optimal utilization of cash resources across various entities and geographies
Funding & Financing: Identify, evaluate, and execute appropriate short-term and long-term financing strategies (e.g., lines of credit, term loans, bonds, equity) to meet the company's capital requirements at competitive rates. Manage relationships with banks and other financial institutions
Investment Management: Develop and execute investment strategies for surplus cash, ensuring alignment with the company's risk appetite and liquidity needs. Monitor investment performance and compliance with investment policies
Foreign Exchange Management: Develop and execute strategies to mitigate foreign exchange risk exposures arising from international operations, including hedging programs (e.g., forwards, options)
Debt Management: Manage the company's debt portfolio, including covenants, repayment schedules, and interest rate exposure
Banking Relationships: Cultivate and maintain strong relationships with banking partners, ensuring efficient and cost-effective banking services
Financial Risk Identification & Assessment: Identify, analyze, and assess all financial risks, including but not limited to market risk (interest rate, foreign exchange, commodity), credit risk, liquidity risk, operational financial risk, and counterparty risk
Risk Mitigation Strategies: Develop and implement effective strategies, policies, and hedging programs to mitigate identified financial risks
Risk Reporting & Monitoring: Establish and maintain robust financial risk reporting frameworks. Monitor key risk indicators and provide regular reports to senior management and the board on the company's risk profile and mitigation effectiveness

What we offer

Recharge with 28 days of paid time off
Stay mobile with a €50 monthly transportation/mobility allowance
Keep growing with a development budget and access to coaching
Family first - enjoy up to 12 (non-birth parent) or 20 (birth parent) weeks of fully paid parental leave
Learn anytime, anywhere with our online and offline library
Get rewarded with an attractive base salary and participation in our annual incentive plans
Work from anywhere - up to 20 days per year from wherever you feel most productive
Prioritize your well-being with a 24/7 Employee Assistance Programme for you and your immediate family

Fulltime

Manager, Treasury Management Sales Support

Wells Fargo

Location:
United States , Charlotte ▼
Atlanta
New York
Philadelphia

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
February 18, 2026

Expiration:
February 20, 2026

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Job Description:

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Nice to have:

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Job Posted:February 18, 2026

Expiration:February 20, 2026

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Expiration:
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