Jobs · Finance · Florida

Senior Treasury Management Consultant

Wells Fargo · St. Petersburg, Florida, United States · 2 wk ago
Finance$87k–$140k/yrFull-time

About the role

Wells Fargo is seeking a Senior Treasury Management Consultant within Global Payments & Liquidity. The role involves partnering with relationship managers and business bankers in a consultative selling role, responsible for meeting annual sales goals and sales activity targets. The consultant will review and analyze moderately complex business, operational, or technical challenges, independently resolve issues, lead Treasury Management Consulting teams, and collaborate with peers and colleagues.

Responsibilities

  • Develop and execute a strategy to retain and fully penetrate existing relationships
  • Resolve moderately complex issues
  • Lead Treasury Management Consulting projects and teams
  • Collaborate and consult with Treasury Management Consulting peers, colleagues, and more experienced managers
  • Meet project deliverables while leveraging a solid understanding of Treasury Management Consulting functional area, policies, procedures, and compliance requirements

Requirements

  • 4+ 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

  • Treasury management products or services sales experience
  • Ability to develop partnerships and collaborate with other business and functional areas
  • Strong sales acumen across a multi-leveled B2B sales environment
  • Strong analytical skills with high attention to detail and accuracy
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Strong organizational, multi-tasking, and prioritizing skills
  • Excellent verbal, written, and interpersonal communication skills
  • Proficiency in Excel and other Microsoft Office products (Power Point, Word, Access)

Job Expectations

  • This position is not eligible for visa sponsorship
  • Travel up to 40% of time
  • The position is a hybrid work model. Must be willing to work out of designated office location approximately 3 days a week (2 remote)
  • St. Petersburg, FL - ($87,000 - $140,000)
  • Posting end date: 9 Jul 2026

Company Information

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.

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