Treasury Management Sales Coordinator

Our Financial Services client, is seeking a Treasury Management Sales Coordinator to join their team.

Job Title: Treasury Management Sales Coordinator

Location: Charlotte, NC or Dallas, TX

Job Summary

This role supports Wells Fargo Treasury Management customers by facilitating the migration of supplier payments from paper checks to electronic payment methods, including commercial card and ACH. The position combines execution‑focused work on behalf of customers with ongoing service and communication with both customers and their suppliers. The role requires strong attention to detail, comfort with repetitive processes, and the ability to manage multiple workstreams efficiently while maintaining consistent, high‑quality output in a regulated environment.

Key Responsibilities

• Partner with Wells Fargo Treasury Management customers and their suppliers to support conversion of paper check payments to commercial card or ACH solutions.
• Execute payment migration activities on behalf of customers, including tracking progress, updating records, and ensuring accurate completion of required steps.
• Provide service and support to customers and suppliers primarily through professional email communication, responding to questions and resolving issues in a timely manner.
• Ensure adherence to applicable compliance regulations, internal policies, and procedural requirements while performing all assigned activities.
• Receive direction from supervisor and appropriately escalate non‑routine or complex inquiries within the Treasury Management Sales functional area.
• Interact regularly with the Treasury Management Sales team and related functional partners to exchange information, coordinate efforts, and support customer objectives.
• Manage multiple concurrent tasks and initiatives while maintaining organization, accuracy, and consistency in deliverables.
• Perform repetitive, process‑driven work efficiently while adhering to established procedures and quality standards.
• Utilize internal resources, documentation, and research tools to investigate and resolve nuanced or non‑standard situations and inquiries.
• Maintain detailed records and documentation to support transparency, auditability, and ongoing customer service needs.
  
  
  

Required Qualifications

• 2 years of experience working in a client‑facing, operations, sales, or service‑oriented role, preferably within B2B financial services, payments, or Treasury Management.
• Moderate proficiency in Microsoft Excel, including use of formulas and general formatting to organize and analyze data.
• Strong attention to detail with the ability to produce accurate, consistent work in a high‑volume environment.
• Excellent written communication skills, with the ability to communicate professionally and clearly via email with both internal and external partners.
• Proven ability to multitask, stay organized, and manage time effectively across competing priorities.
• Willingness and ability to perform repetitive tasks while maintaining focus, efficiency, and quality.
• Strong problem‑solving skills, including the ability to research questions, interpret available information, and apply appropriate solutions.
  
  
  

Preferred Skills and Attributes

• Familiarity with B2B electronic payment methods such as commercial card and ACH.
• Experience working with suppliers or vendors in a payments or onboarding capacity.
• Comfort working within structured, compliance‑driven processes while adapting to exceptions as needed.
  
  
  

If this is a role that interests you and you’d like to learn more, click apply now and a recruiter will be in touch with you to discuss this great opportunity. We look forward to speaking with you!

About ManpowerGroup, Parent Company of:Manpower, Experis, Talent Solutions, and Jefferson Wells

ManpowerGroup® (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands – Manpower, Experis, Talent Solutions, and Jefferson Wells – creates substantial value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2022 ManpowerGroup was named one of the World's Most Ethical Companies for the 13th year - all confirming our position as the brand of choice for in-demand talent.