Treasury Management Sales Support Analyst

Wells Fargo • Charlotte, NC • 12h ago

About this role:

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

Learn more about the career areas and lines of business at wellsfargojobs.com

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:

Experience with treasury management products and services

Bachelor's degree (BS/BA) or higher

Proven success in business-to-business (B2B) sales

Ability to build and maintain strategic partnerships across business and functional teams

Skilled in navigating multiple computer systems and applications, including effective use of search tools

Strong organizational skills with the ability to prioritize tasks, meet deadlines, and perform under pressure in a dynamic environment

Collaborative team player with a proactive approach to problem-solving

Comfortable working in fast-paced, deadline-driven settings

Excellent verbal and written communication skills, with strong interpersonal abilities

Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

Exceptional problem-solving and analytical skills with high attention to detail

Effective negotiation skills with a focus on achieving positive outcomes

Strong sales acumen and results-oriented mindset

Job Expectations:

This position will require up to 10% of travel

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

CommercialBanking

GlobalPayments&Liquidity

Posting End Date:

3 Sep 2025

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

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Req Number: R-484662

Go to Apply

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