Treasury Management Support Analyst

About this role:

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wells Fargo's Global Payments & Liquidity (GPL) team is an integrated, forward-looking product organization with end-to-end payments, data, liquidity, and associated lending solutions that enable our clients to achieve their business objectives in an evolving digital world.

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

The Treasury Management Analyst supports assigned Treasury Management Consultants in delivering payments, liquidity, data, and related financial solutions that help clients achieve their business objectives. This role combines portfolio support, pricing administration, implementation coordination, and client relationship management. You will play an important role in enhancing the client experience, improving operational efficiency, and supporting the accurate implementation and servicing of treasury management  this role, you will:

Partner with assigned Treasury Management Consultants to support client relationships and portfolio growth opportunities

Prepare for client meetings by reviewing portfolio information, sales tools, and relevant client data to identify potential service enhancements

Identify and present potential service enhancements or opportunities to Treasury Management Consultants and Relationship Managers based on portfolio research

Participate in client meetings and coordinate assigned follow-up activities through completion

Conduct client follow-up calls for lower-complexity opportunities within established procedures, as appropriate

Coordinate treasury management referrals and submit accurate, timely implementation requests within established service expectations

Support post-implementation review to confirm approved pricing, products, and services are established accurately and escalate discrepancies

Review portfolio information and investigate significant changes or variances; communicate findings and collaborate with appropriate sales, implementation, service, and operations partners

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 commercial payments, treasury management implementation, or servicing treasury management clients

Experience reviewing portfolio or client information to identify potential service enhancements or implementation needs

Experience coordinating multiple referrals, implementation requests, or client deliverables through completion

Experience reviewing and interpreting portfolio, pricing, revenue, and balance information

Experience maintaining accurate client documentation, pricing information, and implementation data Experience communicating with clients, pricing, implementation, or portfolio information to internal partners and clients

Client-facing experience supporting complex treasury management, payments, or financial services needs

Proficiency with Microsoft Excel, PowerPoint, Word, and Outlook Job Expectations:

Ability to travel up to 10% of the time

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

Pay Range Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs).Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location.

Employees may also be eligible for incentive opportunities.
$28.85 - $52.40

Benefits Wells Fargo provides…