Senior Treasury Management Support Analyst, Wells Fargo

Wells Fargo

Location:
Canada, Toronto

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Senior Associate, Senior Treasury Management Support Analyst for a vacancy in our Toronto office within Global Liquidity & Payments. The role involves delivering expertise in Canadian treasury management processes, leading customer calls, preparing customized sales proposals, and resolving moderately complex business challenges.

Job Responsibility:

Be part of Global Payments & Liquidity Canadian Treasury Management sales team
Lead customer calls and clients through highly complex transactions as well as large and complex implementation meetings while directing internal resources and activities as part of the Canadian Global Liquidity & Payments Sales team
Review and analyze moderately complex business challenges that require an in-depth evaluation of multiple factors
Prepare complex client-focused customized sales proposals, reviews and cost benefit analysis
Provide subject matter expertise in Canadian treasury management processes to partners
Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections and annual price reviews
Resolve moderately complex issues and lead team to meet project deliverables while leveraging solid understanding of the function, policies, procedures and compliance requirements
Monitor and drive portfolio growth by reviewing key financial indicators and trends monthly
Maintain accurate sales pipeline and ensure key relationship systems are kept current
Collaborate and consult with peers, colleagues and mid level managers to resolve issues and achieve goals
Design and deliver training programs based on their assessment of staff needs and business operations demands
Lead projects and teams or serve as a mentor for less experienced individuals

Requirements:

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
Knowledge of Treasury Management products and services
Experience working with international treasury/banking solutions
Ability to develop partnerships and collaborate with other business and functional areas
Strong analytical skills with high attention to detail and accuracy
Excellent verbal, written, and interpersonal communication skills
Strong organizational, multi-tasking, and prioritizing skills
Ability to work effectively independently or in a team environment

What we offer:

Equal opportunity employer
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process

Additional Information:

Job Posted:
April 26, 2025

Expiration:
May 01, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Treasury Management Support Analyst

Wells Fargo

Location:Canada, Toronto

Category:Finance

Contract Type:Not provided