Hybrid Treasury Management Support Analyst

Posted 2 hours ago

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About the role

  • Treasury Management Support Analyst working within Global Payments & Liquidity at Wells Fargo. Involves client support, process improvements, and operational assignments.

Responsibilities

  • Participate in gathering and summarizing prospect information for Treasury Management consultants
  • Identify opportunities for process improvements within scope of responsibilities or functional area
  • Review and research basic or tactical operational assignments that require evaluation and selection of alternatives, related to low to medium risk deliverables
  • Present recommendations for resolving more complex situations and exercise some independent judgement while developing understanding of function, policies, procedures, and compliance requirements
  • Provide information to functional colleagues, internal partners, and stakeholders, including internal as well as external 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
  • Sales or client support experience
  • Knowledge and understanding of general banking
  • Experience with treasury management products and services
  • A BS/BA degree or higher
  • Business-to-business sales experience
  • Client support experience
  • Treasury management sales experience
  • Ability to develop partnerships and collaborate with other business and functional areas
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Ability to work effectively in a team environment
  • Ability to work in a fast paced deadline driven environment
  • Excellent verbal, written, and interpersonal communication skills
  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
  • Outstanding problem solving skills
  • Solid negotiation skills
  • Strong analytical skills with high attention to detail and accuracy
  • Strong organizational, multi-tasking, and prioritizing skills

Benefits

  • Specific compliance policies may apply regarding outside activities and/or personal investing
  • Drug and Alcohol Policy
  • We Value Equal Opportunity

Job title

Treasury Management Support Analyst

Job type

Experience level

JuniorMid level

Salary

$32 - $52 per hour

Degree requirement

Bachelor's Degree

Location requirements

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