Jobs · Idaho

Senior Lead Treasury Management Consultant

Wells Fargo · Boise, ID · 1 mo ago
$185k–$300k/yrFull-time
We need to output HTML fragment with sections: headings using

for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. Must include only sections with real specific content. Remove boilerplate, navigation, EEO, etc. Must preserve all substantive info. We need to parse the posting. Key content: - About this role: description: Wells Fargo is seeking a Lead Treasury Management Consultant within Global Payments & Liquidity as a part of Enterprise functions to support Emerging Middle Market clients with annual revenues of $25MM to $100MM. Learn more about the career areas and lines of business at wellsfargojobs.com . (We can keep that as prose.) - In this role, you will: list of duties (bulleted). Those are responsibilities. - Required Qualifications: 7+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education - Desired Qualifications: list bullet points. - Job Expectations: travel up to 30%, hybrid work schedule, not eligible for Visa Sponsorship, compliance policies, info about expectations during recruitment process. - Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors... Employees may also be eligible for incentive opportunities. $185,000.00 - $300,000.00 - Benefits: list of benefits. - Posting End Date: 3 Oct 2026 * Job posting may come down early due to volume of applicants. (metadata, maybe we can put in a short

.) - Reference Number R-576841-2 (metadata, maybe short

.) We must not include cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we should remove the long EEO paragraph, disability, drug policy, recruitment requirements, etc. We must not create sections like Pay/Schedule/Benefits unless posting actually states them. It does state Pay, Benefits, Schedule (hybrid work schedule), Travel (up to 30% travel). Travel could be considered schedule? The instruction says use headings for Pay, Schedule, Benefits. So we can have a Schedule section covering hybrid work schedule and travel expectations. Or we could split: maybe include Travel under Schedule or separate? The instruction says use headings for Schedule. So we can include Schedule heading with hybrid work schedule and travel up to 30%. Also note not eligible for Visa Sponsorship maybe could be under Job Expectations but not a heading. We can include that in a paragraph under Job Expectations or maybe under Requirements? Probably better to include under Job Expectations (maybe as a subsection). But we only have headings for certain categories; we can still have a

for other info. We need to decide which sections to emit: About the role (maybe as

About the role

), Responsibilities (

Responsibilities

), Requirements (

Requirements

), Qualifications (

Qualifications

) maybe combine Required and Desired? Could have Required Qualifications and Desired Qualifications as subheadings? But instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but suggests those as examples. We could have Required Qualifications and Desired Qualifications under Qualifications heading, or separate. Probably better to have a Qualifications section with both required and desired as lists. Skills: maybe we can extract skills from responsibilities? Not explicitly listed as skills. Could omit Skills section if no specific skills listed. Benefits: we have list. Pay: we have range. Schedule: hybrid work schedule and travel up to 30%. We also have Job Expectations: includes travel, hybrid schedule, visa sponsorship, compliance policies. We could incorporate travel and hybrid schedule into Schedule section, and note visa sponsorship and compliance policies in a short paragraph maybe under Job Expectations heading? But we are not required to have Job Expectations heading; we could just put that info in a

under maybe a generic section like "Job Details". However instruction says prefer a few substantive sections over many thin ones. So we could combine travel and hybrid schedule into Schedule, and note visa sponsorship and compliance policies in a short paragraph maybe under a heading like "Additional Information". But we are not required to have that heading; we could just include as a

after Schedule. We must not repeat the job title as heading. So no heading for Lead Treasury Management Consultant. We must not put Job ID/requisition numbers as headings; fold minor metadata into a short

or drop it. So we can include a short

for Posting End Date and Reference Number. We must preserve ALL substantive information; do not invent or summarize away detail. So we need to keep all bullet points exactly as given (maybe rephrase? but must preserve meaning). We can keep them as list items. We must remove boilerplate: the long EEO, disability, drug policy, recruitment requirements, etc. Now produce HTML fragment. Structure:

About the role

Wells Fargo is seeking a Lead Treasury Management Consultant within Global Payments & Liquidity as a part of Enterprise functions to support Emerging Middle Market clients with annual revenues of $25MM to $100MM. Learn more about the career areas and lines of business at wellsfargojobs.com.

Responsibilities

  • Manage and grow a portfolio of Emerging Middle Market clients by identifying opportunities to expand Treasury Management relationships and deliver value-added solutions.
  • Partner with Relationship Managers to acquire new business, deepen existing client relationships, and increase Treasury Management revenue.
  • Consult with clients to understand their business objectives and provide tailored solutions across payables, receivables, liquidity management, cash management, fraud prevention, and digital payments.
  • Analyze client needs and recommend Treasury Management strategies that improve working capital, operational efficiency, and payment processes.
  • Lead client discussions, presentations, and solution demonstrations while supporting competitive opportunities and RFP responses.
  • Collaborate with product partners, implementation teams, and service partners to deliver a seamless client experience.
  • Maintain knowledge of Treasury Management products, industry trends, and market developments to provide relevant insights and recommendations to clients.
  • Mentor and support team members by sharing best practices and Treasury Management expertise.

Requirements

7+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Qualifications

Desired Qualifications

maybe we shouldn't use h4? The instruction only mentions h3 for section headings. Using h4 might be okay but could be considered extra heading. Safer to keep everything under h3 and use or

for subheadings. But we could embed desired qualifications as a list under Qualifications heading with a preceding sentence. Let's do:

Qualifications

Required: 7+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired:

  • Certified Treasury Professional (CTP) designation.
  • Proven success building, managing, and growing a pre-existing Treasury Management portfolio.
  • Consultative Treasury Management sales experience, including cash management, payables, receivables, liquidity management, commercial card, and fraud prevention solutions.
  • Experience partnering with Relationship Managers to identify opportunities, win new business, and deepen client relationships.
  • Strong client-facing presentation, discovery, and solutioning skills.
  • Experience working with CFOs, Controllers, Treasurers, and other financial decision-makers.
  • Demonstrated ability to manage multiple client relationships and deliver results in a fast-paced sales environment.
But we already had Requirements section for required qualifications; we could avoid duplication. Actually we had Requirements section with the required qualifications. Then Qualifications section could list desired qualifications only. That avoids duplication. Let's do that. Thus:

Requirements

7+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Qualifications

Desired qualifications:

  • Certified Treasury Professional (CTP) designation.
  • Proven success building, managing, and growing a pre-existing Treasury Management portfolio.
  • Consultative Treasury Management sales experience, including cash management, payables, receivables, liquidity management, commercial card, and fraud prevention solutions.
  • Experience partnering with Relationship Managers to identify opportunities, win new business, and deepen client relationships.
  • Strong client-facing presentation, discovery, and solutioning skills.
  • Experience working with CFOs, Controllers, Treasurers, and other financial decision-makers.
  • Demonstrated ability to manage multiple client relationships and deliver results in a fast-paced sales environment.
Now Benefits:

Benefits

  • 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
Pay:

Pay

The base pay range offered for this position is $185,000.00 - $300,000.00. 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.

Schedule:

Schedule

This position offers a hybrid work schedule and requires up to 30% travel.

We also have visa sponsorship and compliance policies. Could include a short paragraph after Schedule maybe under a heading like "Additional Information". But we could just add a

after 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." Also include posting end date and reference number as a short

. We must not create sections with filler like "not specified". This is fine. Now ensure we didn't repeat any content inadvertently. Check that we didn't miss any substantive info: The "Learn more about the career areas and lines of business at wellsfargojobs.com ." included. The "Job Expectations: This position will require up to 30% of travel 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" We captured travel and hybrid schedule in Schedule, visa sponsorship and compliance policies in a paragraph, and we omitted "Information will be shared about expectations

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