Treasury Management Sales Support Analyst

About this role:

Wells Fargo is seeking a Treasury Management Support Analyst within Global Payments & Liquidity (GPL). This role partners closely with Treasury Management Consultants and internal stakeholders to deliver a seamless client experience, support sales efforts, and drive operational efficiency. You will play a key role in analyzing client needs, supporting solution development, and identifying opportunities to enhance processes and service delivery.

In this role, you will:

• Partner with Treasury Management Consultants to gather, analyze, and synthesize client and prospect data to support sales strategies and client solutions
• Support the development of client presentations, proposals, and relationship insights to enhance client engagement and drive growth
• Evaluate operational processes and identify opportunities to improve efficiency, accuracy, and overall client experience
• Research and resolve low to moderately complex business and operational issues, applying critical thinking and sound judgment
• Provide actionable recommendations to address business challenges and improve workflows
• Collaborate with internal partners and stakeholders to deliver timely, accurate, and client-centric support
• Navigate multiple systems and tools to retrieve, analyze, and validate data to support decision-making
• Ensure adherence to risk, compliance, and regulatory requirements within all activities

Required Qualifications:

• 2+ years of experience in Treasury Management support, sales support, or client-facing banking roles, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education

Desired Qualifications:

• Working knowledge of Treasury Management products and services (e.g., payments, liquidity, receivables, payables)
• Experience supporting sales teams, client relationships, or business-to-business (B2B) interactions
• Ability to analyze client needs and translate insights into actionable recommendations
• Strong collaboration and partnership skills, with the ability to work across multiple teams
• Demonstrated ability to manage competing priorities, meet deadlines, and deliver results in a fast-paced environment
• Strong analytical, problem-solving, and critical thinking skills with high attention to detail
• Clear and professional verbal, written, and interpersonal communication skills
• Intermediate proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
• Ability to adapt quickly and navigate multiple systems and tools effectively
• Bachelor’s degree or higher

Job Expectations:

• 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.

• Hybrid Schedule (3 days in office and 2 days remote)

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.

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:

*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.