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Treasury Management Sales Support Analyst

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Charlotte

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Contract Type:
Employment contract

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Salary:

28.85 - 48.08 USD / Hour
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Job Description:

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Learn more about the career areas and lines of business at wellsfargojobs.com. About this role: Wells Fargo is seeking a Treasury Management Support Analyst within Global Payments & 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; Solid negotiation 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).

Job Responsibility:

  • 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

Requirements:

  • 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
  • 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
  • Solid negotiation skills
  • Strong analytical skills with high attention to detail and accuracy
  • Strong organizational, multi-tasking, and prioritizing skills
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
  • Scholarships for dependent children
  • Adoption reimbursement

Additional Information:

Job Posted:
May 16, 2026

Expiration:
May 17, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

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