Treasury Management Sales Support Analyst
$60,008–$108,992 year
Hybrid · New York City, New York, United States or Charlotte, North Carolina, United States
Job Summary
Treasury Management Sales Support Analyst at Wells Fargo supports Treasury Management consultants by gathering and summarizing prospect information, identifying opportunities for process improvements, reviewing and researching operational assignments, and presenting recommendations while exercising independent judgment. The role requires collaboration with internal partners and stakeholders, strong communication and negotiation skills, and proficiency with Microsoft Office. The position is Hybrid scheduled (3 days in office, 2 remote each week) with locations in New York City, Irving, Charlotte, and Minneapolis. Responsibilities include handling low to medium risk deliverables, adhering to policies and compliance requirements, and supporting risk-mitigating and customer-focused initiatives.
Required Qualifications
- 2+ years Treasury Management Sales Support experience, or equivalent demonstrated through work experience, training, military experience, or education
Desired Qualifications
- Knowledge of Treasury Management products, services, and implementation processes
- Strong negotiation, communication, and relationship-building skills
- Proven ability to prioritize, meet deadlines, and operate effectively in a dynamic, fast-paced environment
- Demonstrated collaboration skills and the ability to partner across business and functional groups
- Excellent verbal, written, and interpersonal communication capabilities
- Intermediate proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
- Strong organizational skills and the ability to solve problems with a structured, analytical approach
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