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Treasury Management Sales Support Analyst

Wells Fargo Bank
  • Richmond, New Jersey
    3 days ago

    Job Description

    About this role:

    Wells Fargo is seeking a Treasury Management Support Analyst to join the Global Payments & Liquidity team.


    This role partners closely with Treasury Management Consultants and commercial banking partners to support business development activities, client service initiatives, and treasury solution delivery for commercial clients.


    The ideal candidate will be highly organized, client-focused, and able to manage multiple priorities in a fast-paced environment while supporting the sales lifecycle of Treasury Management products and services.


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


    In this role, you will:

    • Partner with Treasury Management Consultants to support sales, prospecting, portfolio growth, and client relationships.
    • Analyze client needs and identify Treasury Management opportunities, solutions, and service enhancements.
    • Prepare proposals, presentations, pricing, client reviews, and other sales materials.
    • Participate in client meetings, lead appropriate client interactions, and own follow-up activities.
    • Coordinate implementation and onboarding activities to ensure timely execution and a strong client experience.
    • Partner across Sales, Operations, Service, Product, and other teams to resolve client needs and issues.
    • Maintain accurate pricing, pipeline, implementation documentation, and reporting.
    • Manage multiple client requests, implementations, and priorities while meeting service expectations.
    • Identify process improvements that increase efficiency and team effectiveness.
    • Build Treasury Management, sales, and client management expertise while supporting team coverage, collaboration, and development.


    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 supporting Treasury Management, Commercial Banking, Business Banking, Payments, or Cash Management teams.
    • Knowledge of Treasury Management products, services, and implementation processes, including ACH, Wires, Positive Pay, Lockbox, Merchant Services, Commercial Cards, and Remote Deposit Capture.
    • Experience supporting business-to-business sales activities and client relationships.
    • Ability to build partnerships and collaborate effectively across business and functional teams.
    • Strong organizational skills with the ability to manage multiple priorities and deadlines in a fast-paced environment.
    • Excellent verbal, written, and interpersonal communication skills.
    • Proven analytical and problem-solving abilities with strong attention to detail and accuracy.
    • Ability to navigate multiple systems, applications, and research tools to gather and analyze information.
    • Intermediate proficiency in Microsoft Excel, Outlook, PowerPoint, and Word.
    • Bachelor's degree or higher preferred.

    Job Expectations:

    • Required location listed above.
    • Relocation assistance is not available for this position.
    • This position currently offers a hybrid work schedule.
    • This position is not eligible for VISA sponsorship.
    • Specific compliance policies may apply regarding outside activities 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



    Marlton, NJ - ($31.73 - $48.08 Hourly)

    Philadelphia, PA - ($31.73 - $48.08 Hourly)

    McLean, VA - ($34.62 - $52.40 Hourly)

    Richmond, VA - ($28.85 - $43.75 Hourly)
     


    Pay Range
     


    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 eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

    • Health benefits
    • 401(k) Plan
    • Paid time off
    • Disability benefits
    • Life insurance, critical illness insurance, and accident insurance
    • Parental leave
    • Critical caregiving leave
    • Discounts and savings
    • Commuter benefits
    • Tuition reimbursement
    • Scholarships for dependent children
    • Adoption reimbursement

    Posting End Date:

    19 Nov 2026

    *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.

    Applicants with Disabilities

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

    Drug and Alcohol Policy

     

    Wells Fargo maintains a drug free workplace.  Please see our 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.

    c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.

    Numbers & Facts

    LocationRichmond, New Jersey
    IndustryFinancial Services
    Company Size10,000 employees or more
    Year Founded1852
    Websitewellsfargojobs.com/en/life-at-wells-fargo/benefits

    About Company

    We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.

    Skills

    • Analysis Skillsunmatched
    • Business Bankingunmatched
    • Business Developmentunmatched
    • Business Supportunmatched
    • Business-to-Business (B2B)unmatched
    • Cash Managementunmatched
    • Commercial Bankingunmatched
    • Communication Skillsunmatched
    • Credit Riskunmatched
    • Customer Experienceunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Customer/Client Researchunmatched
    • Detail Orientedunmatched
    • Documentationunmatched
    • Financial Operationsunmatched
    • Interpersonal Skillsunmatched
    • Liquidityunmatched
    • Maintain Complianceunmatched
    • Management Consultingunmatched
    • Merchant Servicesunmatched
    • Microsoft Excelunmatched
    • Microsoft Outlookunmatched
    • Microsoft PowerPointunmatched
    • Microsoft Wordunmatched
    • Multitaskingunmatched
    • Onboardingunmatched
    • Organizational Skillsunmatched
    • Partner Salesunmatched
    • Presentation/Verbal Skillsunmatched
    • Pricingunmatched
    • Problem Solving Skillsunmatched
    • Process Developmentunmatched
    • Process Improvementunmatched
    • Product Lifecycle Managementunmatched
    • Proposal Writingunmatched
    • Regulatory Complianceunmatched
    • Reimbursementunmatched
    • Resolve Customer Issuesunmatched
    • Riskunmatched
    • Risk Analysisunmatched
    • Salesunmatched
    • Sales Analysisunmatched
    • Sales Cycleunmatched
    • Sales Managementunmatched
    • Sales Operationsunmatched
    • Sales Prospectingunmatched
    • Sales Supportunmatched
    • Scholarshipunmatched
    • Time Managementunmatched
    • Treasuryunmatched
    • Treasury Managementunmatched
    • Tuition Reimbursementunmatched
    • Writing Skillsunmatched

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