Wells Fargo is seeking an experienced and highly motivated Senior Treasury Management Analyst (TMA) to join the Global Payments & Liquidity (GPL) organization in support of a portfolio of clients within the Financial Institutions Group (FIG). Serving as a strategic partner to Treasury Management Consultants and key internal stakeholders, helping clients optimize their treasury management solutions and achieve their business objectives. You will provide consultative sales support, coordinate onboarding and implementation activities, and deliver an exceptional client experience throughout the treasury management lifecycle.
Responsibilities
Lead customer calls and clients through highly complex transactions as well as large and complex implementation meetings while directing internal resources and activities
Review and analyze moderately complex business challenges that require an in-depth evaluation of multiple factors
Resolve moderately complex issues and lead team to meet project deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements
Collaborate and consult with peers, colleagues, and mid-level managers to resolve issues and achieve goals
Lead projects and teams or serve as a mentor for less experienced individuals
Demonstrate advanced treasury management knowledge and serve as a trusted advisor to Treasury Management Consultants, Relationship Managers, and clients.
Manage a portfolio of complex client relationships, ensuring timely completion of onboarding, implementation, maintenance, and servicing activities.
Deliver a consistent, high-quality client experience through proactive communication, responsiveness, and effective issue resolution.
Partner effectively with Sales, Product, Service, Operations, Implementation, and Relationship Management teams to achieve desired client outcomes
Identify opportunities to increase treasury management product utilization and support sales growth initiatives.
Maintain a strong focus on risk management, accuracy, operational discipline, and adherence to established policies and procedures.
Leverage treasury management expertise to identify opportunities for process improvement, increased product utilization, and enhanced client satisfaction
Serve as a mentor and resource for less experienced analysts by sharing knowledge, best practices, and guidance on treasury management solutions and processes
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
Nice-to-haves
Advanced experience supporting Treasury Management Consultants and Relationship Managers.
Experience with GPL sales support processes, onboarding, pricing, implementation, and portfolio management activities.
Demonstrated leadership experience, including coaching, mentoring, or leading team initiatives.
Experience working with commercial, corporate, or specialized industry client segments.
Knowledge of Dynamics 365, Fulfillment Platform (WICE), Relationship Pricer, and GPL sales support tools
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
Benefits
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.