Senior Treasury Management Consultant

About the role

Wells Fargo is seeking a Senior Treasury Management Consultant within Global Payments & Liquidity. In this role, you will partner with relationship managers and business bankers in a consultative selling role and responsible for meeting annual sales goals and sales activity targets by developing and executing a strategy to retain and fully penetrate existing relationships.

Responsibilities

• Review and analyze moderately complex business, operational, or technical challenges that require an in-depth evaluation of multiple factors within Treasury Management Consulting functional area.
• Independently resolve moderately complex issues.
• Lead a Treasury Management Consulting team to meet project deliverables while leveraging solid understanding of Treasury Management Consulting functional area, policies, procedures, and compliance requirements.
• Collaborate and consult with Treasury Management Consulting peers, colleagues, and more experienced managers to resolve issues and achieve goals.
• Lead Treasury Management Consulting projects and teams, or serve as a mentor for less experienced individuals.

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.
• Ability to work in a high volume, fast-paced, deadline driven 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

• Travel up to 40% of time.
• This position is a hybrid work model. Must be willing to work out of designated office location approximately 3 days week (2 remote).
• 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.
• Paid time off.
• Health benefits.
• 401(k) Plan.
• 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

$87,000.00 - $168,000.00

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.

Posting End Date

20 Jul 2026