Senior Treasury Management Support Analyst
$77,000–$121,000 year
HybridCharlotte, North Carolina, United States or Irving, Texas, United States
Job Summary
Lead customer calls and clients through highly complex transactions and large implementation meetings while directing internal resources. Review and analyze moderately complex business challenges requiring in-depth evaluation of multiple factors. Prepare complex customized sales proposals, cost benefit analysis, and pricing scenarios. Resolve moderately complex issues and lead teams to meet project deliverables while leveraging solid understanding of 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. This position offers a hybrid work schedule and requires up to 15% of travel.
Required Qualifications
- 4+ years of Treasury Management Sales Support experience
- Equivalent demonstrated through work experience, training, military experience, or education
- 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
- Up to 15% of travel
- Hybrid work schedule
- Not eligible for Visa Sponsorship
- Strong leadership, partnership, critical thinking, project management, and relationship management skills
- Balancing multiple priorities
- Demonstrate strong leadership, partnership, critical thinking, project management, and relationship management skills
- 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
- Making sound risk decisions
- Proactive monitoring
- Governance, risk identification and escalation
- Making sound risk decisions commensurate with the business unit's risk appetite
- Adhering to applicable policy requirements
- Drug free workplace
Desired Qualifications
- 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
- Strong attention to detail
- Effective negotiation skills with a focus on achieving positive outcomes
- Strong sales acumen and results-oriented mindset
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