Treasury Management Support Analyst

About This Role

Wells Fargo is seeking a Treasury Management Sales Support Analyst to join our Global Payments & Liquidity team. In this role, you will support treasury management sales efforts by delivering meaningful client and prospect insights, fostering strong partnerships across business teams, and helping drive operational excellence. This opportunity is ideal for a motivated professional who thrives in a collaborative, fast-paced environment and enjoys combining analytical thinking, client focus, and business acumen to support sales growth and enhance the client experience. You will play an integral role in helping Treasury Management Consultants identify opportunities, develop solutions, and deliver value to commercial clients.

Responsibilities

• Partner with Treasury Management Consultants to gather, organize, and summarize prospect and client information that supports business development efforts and sales strategy.
• Analyze data, research client needs, and provide actionable insights that help identify treasury management opportunities and support consultative sales conversations.
• Review operational processes and recommend improvements that enhance efficiency, strengthen service delivery, and support business objectives.
• Evaluate routine to moderately complex requests, identify appropriate solutions, and escalate issues when needed to ensure timely resolution.
• Exercise sound judgment while navigating policies, procedures, compliance requirements, and business priorities.
• Collaborate with internal partners and stakeholders to deliver a seamless experience for clients and support treasury management initiatives.
• Communicate findings, recommendations, and business information clearly and effectively to colleagues, business partners, and customers.

Requirements

• 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

• Knowledge of treasury management, payments, liquidity, receivables, payables, or commercial banking solutions, with the ability to support client-focused business objectives.
• Ability to support business-to-business (B2B) sales activities through prospect research, opportunity identification, pipeline support, and consultative solution development.
• Strong relationship-building and collaboration skills with the ability to partner effectively across sales, operations, service, and product teams to achieve shared goals.
• Demonstrated ability to gather, analyze, and synthesize information into actionable insights that support sales strategy and client decision-making.
• Strong organizational skills with the ability to manage competing priorities, execute with accuracy, and deliver high-quality work in a deadline-driven environment.
• Excellent verbal and written communication skills, including the ability to convey complex information clearly, professionally, and with a client-centric approach.
• Proficiency in leveraging technology, business applications, and research tools to improve productivity, support sales efforts, and deliver timely results.
• Strong attention to detail, problem-solving skills, and adaptability when navigating evolving business needs, processes, and priorities.
• Self-motivated and proactive with a continuous improvement mindset and a commitment to delivering exceptional support to clients, partners, and sales teams.
• Able to influence positive outcomes through critical thinking, sound judgment, and a solutions-oriented approach.

Job Expectations

• Hybrid work schedule with ability to work in the office three days per week.

Job Expectations

This position is not eligible for Visa sponsorship.

Posting End Date

20 Jul 2026

Job Expectations

The job posting may come down early due to volume of applicants.

Job Expectations

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.

Job Expectations

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Job Expectations

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

Job Expectations

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Job Expectations

Recruitment and Hiring Requirements

Third-Party recordings are prohibited unless authorized by Wells Fargo.

Job Expectations

Wells Fargo Recruitment and Hiring Requirements

Candidates must directly represent their own experiences during the recruiting and hiring process.